Intuit Practice Management

Wayne Daley

Learn how to use Client Requests to collaborate with clients, assign requests, schedule automatic reminders and receive info

Adjust your Client Request sending settings, customize it for your practice and learn more about Client Request security.

Having a secure method for your clients to provide documentation or artifacts is vital in providing exceptional professional services.

Learn more about how to send client requests, choosing who they are sent from and how to resend if need be!

You or your clients can comment on individual Client Requests to communicate in context.

Your company templates can include client requests, which will be carried across to any work items created from the template.

Your clients' experience will be quick and easy to understand.

Client Requests won't send if the sender's email has been disconnected.

Worried that work will fall behind? Here's one way to structure your templates to alert you.

Separate client request groups can be created and sent to different people.

If your client is not receiving your client request emails, have them check their spam folder!

A magic link is a unique URL created each time client requests are sent.

Documents uploaded via Client Requests are added to the related work item in Karbon.

The login URL for the Client Portal can be found in Settings.

Only clients who are a contact in your Intuit Practice Management account will be able to create a login.

If your client sees, "Sorry that link doesn't work" when trying to access their client tasks, there are a few things to check.