taxpro2000
Level 3

Thanks for the help! I appreciate you noting your experience & why this might be happening.

As to the multiple Link accounts with one email address: I have several clients with more than one portal account: one personal & one business/trust/minor child...it gets too confusing to have them all combined in one portal account. They use the same email & login & then select which account to access & want that ability to segregate their activities.

0 Cheers