qbteachmt
Level 15
04-24-2022
11:22 AM
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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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Don't yell at us; we're volunteers