I have been using Intuit Link for a few years for a few clients. This year I have had two clients send me their information, but when I go in to look at them I cannot edit the request or ask for additional details. All of the requests are marked "Completed" and if I try to do anything a box pops up saying I can't do that because the request is completed.
Anyone else having this issue? or fixed this issue?
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The answer is already in the other thread you joined: https://proconnect.intuit.com/community/lacerte-tax-discussions/discussion/re-intuit-link/01/122168#...
The Intuit Link portal for Lacerte and ProSeries is the same. The only Intuit product that has a different Intuit Link portal is ProConnect Tax Online, which is fully integrated and continues to have a dialogue function.