Welcome back! Ask questions, get answers, and join our large community of tax professionals.
Showing results for 
Search instead for 
Did you mean: 

Intuit Link (ProSeries) - New Year Routine

Level 3

My prior year LINK clients show up automatically in the new year. However, they are all marked "Invite Accepted" and I haven't invited any of them for the new year nor have I sent them document requests or questions to answer. Therefore, as I send them requests, one at a time, I cannot see from the listing which ones have been contacted because they are still all marked "Invite Accepted." Should I go through and mark all of them "Un-Invite" first thing each new year and re-invite them in the new year so I can keep track of who has been contacted?

0 Cheers

This discussion has been locked. No new contributions can be made. You may start a new discussion here