Rainman1966
Level 3
01-16-2025
01:59 PM
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Logging into Link from ProSeries all my clients who used Link in 2023 appear. I did not think that I had to re-invite a client if they used Link in the past, in order for the documents from 2023 to load into Link. Do we need to re-invite a client in ProSeries in order for the 2023 documents to appear.
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lbones
Level 5
01-17-2025
07:03 PM
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I do not re-invite. I just send my template that I develop to them from Link. I delete out questions on the template to meet the clients tax situation.
Rainman1966
Level 3
01-18-2025
10:15 AM
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Thank you for your response. I also have a template that I include but I do like the previous years tax documents to show up. Using my self as a test case I found that in order to have my 2023 documents added to link automatically I do need to invite myself.
