"You do not have access to this client" error message when inviting a client to Intuit Link

For more Intuit Link resources, check out our Learning more about Intuit Link in Lacerte page where you'll find answers to the most commonly asked questions.

When inviting a client to Intuit Link or when sending a checklist to a client that already exists in Link, you encounter the message below.

• No Request have been Sent
• You do not have access to this client on Link. Please follow these instructions to get the Link access and then send checklist to the client.

This issue can occur if the user is new to the firm, the user may not have access to the Link client(s). They'll need to be given client access by a user with the Admin role on the firm.

To resolve this issue, an Admin on the account will need to login to Intuit Link and adjust client access for the user encountering the error.

1. Login to Intuit Link for Accountants: https://link.intuit.com/accountant
2. Select the Gear icon in the top right corner.
3. Select Manage Users
4. Select the name of the user that is experiencing the issue.
5. Select the Client Access tab.
6. Check the box next to the clients the user will need access to.
7. Select Save Changes at the bottom-right.

To give the user access to all clients in Link, click the box next to the CLIENT header. Otherwise, check the box for each needed client.

Note: If the box next to the client isn't checked, the user won't see them when they sign in to Intuit Link, and won't be able to use Link-related functions in the tax program.

• To search for a specific client, type the client's name in the search box.
• To give the user access to all Link clients, check the box next to the Client column header.
• Click Save Changes at the bottom of the screen.