I want to set up a new 2020 client for Intuit Link that was not my client in 2019. Can I invite them without entering their 2019 tax return in Lacerte? All of the instructions I see are for existing clients.
Yah, you can add a client to the portal directly in the portal. If you don't enter their 2019 stuff, there won't be a 'full' e-organizer that will generated for them, but you can still create a folder for them and invite them.