RapidRick
Level 1
‎01-20-2021 04:25 PM

I'm in Lacerte tax, clients list, and it says it has invited 356 clients to download, or use pro connect. They have not received the invitation. I would like to know how to re-invite on pro connect in Lacerte?

0 Cheers
Just-Lisa-Now-
Level 15
Level 15
‎01-20-2021 04:38 PM
Are you sure its inviting clients to ProConnect? That's another tax program.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
0 Cheers
itonewbie
Level 15
‎01-20-2021 07:58 PM

I think you meant Intuit Link, not ProConnect Tax Online, which, as Lisa says, is the online sibling of Lacerte.

What process did you follow to send those invites?

https://proconnect.intuit.com/community/tax-organizer/help/using-intuit-link-in-lacerte/00/5170

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Still an AllStar
itonewbie
Level 15
‎01-20-2021 07:59 PM

Also, there is nothing to download from Intuit Link.  Instead, your client will respond to those open questions under Questionnaire and upload documents according to the Checklist.

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Still an AllStar