Intuit Practice Management

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

Why aren't our Client Requests sending?

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.

Find answers and get help from Intercom Support and Community Experts

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