Markj
Level 1

How do I update a clients email address? for tax return and Link

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Quack_Shot
Level 3
Level 3

I don’t use link, but you can update it for the tax return under Client Information within the return, then you also gotta update it in the Client Profile. I’d imagine link uses the Client Profile email.

“The only true wisdom is in knowing you know nothing” -Socrates
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