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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

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Level 15

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.


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Megan S
Level 1

Right-click adjust display columns 

display tab 

client view 

all clients

select intuit link and use the arrow to add it

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