Intuit Link not loading questions or requests

[#1]

A client has accepted invite to Link.

He says it is empty and waiting for my requests.

I look at his Link..and no questions or requests for tax documents are there for 2022.

What am I missing?

Thanks for any input here

[taxstick]

KRigss...

I have had the same problem..and the only help I received from Lacerte was...

In the 2022 tax software...re-invite the client even though they have used in the past.

Link seems to then load up the 2022 questions and "things to do"..clients have commented back.."got it that time"

I am wondering if by placing a "Lock" on the 2021 tax file for the client..that it affected the Link automatic opening for clients that have used in the past.

Hope that helps you.  Little bothered that there has been little to no help from Lacerte regarding this matter.  I have looked at alternatives for safe, secure moving of sensitive tax docs...am looking at SafeSend presently and playing with it (and yes, in the midst of tax season)

[Kriggs123]

Thank you for the reply. I am going to try that right now.  Appreciate your help.

[SusanLDiscountCPA]

I am so frustrated with Intuit Link and with all I pay to Lacerte, now I will have to look for another type of portal that will add to my increasing costs by using Lacerte.  Link is having a problem with a client of mine. Their email has never hanged. I think the problem is they were filing married filing separate last year and this year it keeps saying the emails don't match and they do. I retyped the emails in Lacerte and DMS and re-invited and it still will only let me invite directly from Intuit Link and then the requests and questions are not there.

[Strongsilence-CPA]

Frustrated too. Activity from this week is not appearing in the Link summary.