Solved
Pro Series Intuit Link
I sent a 2019 invite to client for Intuit Link. The client's status is showing accepted as our many other clients from I guess their 2018 acceptance. Anyone know how to get this corrected and fast?
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Assume you mean going to LInk itself to send the invite. That doesn't work because their document requests aren't over there unless you hit invite from the Home Base.
No, if your client already accepted the invite from a prior year, you do not send another invite from within Link but the actual requests.
- When you're in Link, choose Tax Year 2019 from the left panel dropdown;
- On the far right of your client's name under ACTIONS, click on Review;
- On the next screen, click on the little triangle next to the Add Request button and select the Template to use;
- Edit as necessary; and
- Click on the button for Send ## Draft Requests.
I'm aware PS has an in-built function to send the request but this may be a workaround if you're having problem. Try that out with your own personal or test email before using it with your clients.
Good luck.
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