qbteachmt
Level 15

For the Invite, you seem to be asking about Intuit Link? That's how you invite the taxpayer, sending them an invitation email which attaches you to them, creating a portal that is secure for you and them to share and communicate. If you paid for this, it might help to understand the function. Here is a training site with videos (scroll down for ProSeries):

https://proconnect.intuit.com/link/training/

By the way, this is Peer Users. You are not contacting Customer Support or Tech Support or Sales. This is a web-based discussion forum. You might be getting forum platform notifications via email, but this is not secure and it is not email.

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