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Common questions about your client list in Intuit Link
by Intuit•8• Updated 2 weeks ago
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.
Below are answers to frequently asked questions about inviting clients and managing your client list in Intuit link.
Why is my client missing from the Intuit Link client list?
If a client can't be found in Intuit Link, first try searching for the client. The Search box lets you search by client's first name, last name, or email address.
If the client can't be found when searching for the first, last name, or email address, make sure the client isn't inactive.
This issue can also occur if the user(s) do not have access to the clients in Link. To resolve the issue, a user with the Admin role can login to the Link Accountant portal and give the user access to the clients.
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