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Thanks for the reply! I've done all that, but none of the templates I have will show up in the invite if the invite is created through Lacerte (either 2019 or 2...
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We use Lacerte Tax. Not sure if there is something more specific than that that I am unaware of.
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When I click to invite a new client to use Intuit Link, it defaults to an email invite message I customized last year. I would like to change the "default" mess...
