How do you add a column to see if the client received the intuit link email Where is the status update column to see if the client has accepted the invite

[itonewbie]

When you are in Lacerte, do you not see the screen shown in this article?

Suggest that you also log into Intuit Link for Accountants directly and set up a daily alert to get notified about your clients' activities.  In fact, you will see a more detailed update of each of your client's status within Intuit Link.

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

[Megan S]

Right-click adjust display columns 

display tab 

client view 

all clients

select intuit link and use the arrow to add it