Intuit Practice Management Help Center
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Client Requests
Client Requests
Wayne Daley avatarIan Vacin avatarAndi Ancheta avatar
By Wayne and 2 others3 authors16 articles

Overview


Overview of Client Requests
Client Request Settings and Security
Security of the Intuit Practice Management Client Portal

How-to


Send Client Requests
Comment on Client Requests
Add Client Requests to templates and work
See your client’s experience of Client Requests

FAQs


Why aren't our Client Requests sending?
Can I be notified if a client isn't responding to Client Request?
Can you send Client Requests to more than one client?
Why is my client not receiving my Client Request email?
What is a magic link and how does it work?
Where do documents uploaded in Client Requests go?
Where can I find my Client Portal URL?
Can anyone make a Login for my account?
Why is my client receiving an error when trying to access their client tasks?
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