Hi tfoti, Thanks for the support. This is cumbersome and inconvenient. I am not new to ProConnect and Lacerte but am new to Intuit link. Since this post I have found that Link is very sensitive to email addresses. If anyone has or has had another intuit account at any time it causes problems. I have several clients who have had a poor client experience because of Intuit Link. It would be so much better if we could invite everyone who needs their own access to the portal whether they be spouse, Personal Representative, or caretaker with power of attorney. I can take care of informed consent if needed if that is what Intuit is worried about.