My clients have more problems than anyone can imagine making use of Intuit Link, especially trying to gain access if they have forgotten a password even when following the prompts for "I forgot my user ID or password."  This results in a lot of time on my part trying to address their issues which is counterproductive to trying to increase efficiency by using Link.

The online tutorials for Link seem to be geared to ProConnect users, and the dashboard shown in the tutorials is completely different than what I see as ProSeries user.  For example, in ProConnect a client can be deleted, whereas that does not appear to be an option in ProSeries.  In ProSeries, a client can be marked "inactive," which is not the same as deleting the client.  Why there are differences between ProConnect and ProSeries is anyone's guess.

Question - If a client is unable to reset a password or user ID after following the prompts in Link instructing them how to do so, can I as the Link administrator uninvite the client, and then re-invite them to prompt them to set up new sign-in credentials?

Any suggestions will be appreciated.  Thanks.

Mike