Comment
01-31-2023
02:02 PM
01-31-2023
02:02 PM
Thanks for posting this. I also encountered this and my client, who has used Link for several year, and I just gave up and came up with work arounds for everything.
Same situation: client had to change a hacked email account. I got messages that I had to make changes in Link to agree with the new one in the client info in Lacerte. I have a second Link account because my firm name changed with my business partner retired. I had to change it in there as well. At that point I could re-invite, but the questionnaire and engagement letter didn't attach.
One of the reasons I don't encourage clients to use Link.