itonewbie
Level 15

@OldCPA  What you described is one of the biggest obstacles that trip people up.  When your client changes email address, you cannot simply update the email address within Lacerte or Link.

Although (1) you will be prompted when you send the invitation whether to use the updated email address, (2) the invitation will, indeed, be sent to that new email address, and (3) your client will even receive the invitation at the new email address, your client will end up seeing the blank screen upon login (like the one in your screenshot).

One simple explanation is that your update of the client's email address will not and cannot change the account your client has with Intuit, which is owned and can only be updated by your client.  Your invitation (with a token) to your client will simply connect your account with your clients once it is accepted by your client via Intuit Link as a common portal between the two of you.

Here's the process you and your client should follow, importantly, in sequence to ensure Intuit Link works properly when your client changes email address and that access to current as well as prior year data will not be affect by the change:

  1. Your client needs to first change the email address associated with the Intuit account:
    1. Log into https://accounts.intuit.com/ using the existing email address;
    2. Click on Sign in & Security on the left panel or Manage sign in & security on the dashboard;
    3. Click on Email address, enter the new email address in the box for Email address, re-enter the new email address under Confirm email address, and enter the existing password under Password, and hit Save;
    4. Your client will receive an email at the new email address to validate the change.  Click on the button in that email to validate the email address;
    5. Although changing the User ID is optional, I would suggest that your client update that by clicking on User ID to make that change to be consistent with the new email address, unless your client uses something else for User ID;
  2. You update your client's email address and send the invitation:
    1. Update your client's email address in Lacerte;
    2. Complete the process to send a Link Organizer as usual; and
    3. If you are prompted with a list of the old, new, and other email address when sending the invitation, select the new email address.
  3. Your client receives the invitation at the new email address and logs into Intuit Link:
    1. Click on the button within the invitation to open Intuit Link (this is important as there is an embedded token in that hyperlink);
    2. Log into Intuit Link on the browser screen that should open automatically with the existing password (it should default to the new email address and do NOT attempt to create a new account with the new email address);
    3. Your client should now be able to see both current and prior year requests by selecting the tax year from the dropdown.

As you can see, this is a very complicated process.  That's why both accountants and clients run into problems whenever there is an email address change.  Experience has shown that Intuit Support is of no help at all because their folks are not familiar with how Intuit Link works themselves.

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Still an AllStar