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How to invite a clients to Intuit Link using ProConnect Tax

by Intuit•3• Updated 2 months ago

This article will assist you with sending an Intuit Link invitation. Intuit Link helps you get the answers and documents you need to get your clients' taxes done right the first time through a secure online portal. To give your client access to Intuit Link, you must first send them an invitation.

Follow these steps to invite a client to Intuit Link:

  1. Open Intuit ProConnect.
  2. From the left of the screen, click Intuit Link.
  3. Select the blue Create new request in the top right corner of the screen.
  4. Select the clients you need to invite.
  5. Click Continue.
  6. Make sure that the client batch email address is correct.
    • Click the pencil icon to edit the email address, if needed.
    • You'll be prompted to enter the client's email address if none was previously saved.
  7. Select the Organizer template you want to send these clients.
  8. Click Preview to review what your client will see.
    • Select Edit to customize any item for this client only.
  9. Once you're satisfied, click Continue.
    • A new window will appear where you can customize the invitation email for this client.
  10. Edit the email text, if desired.
  11. When complete, click Publish and send email.

This error may occasionally be caused by our messaging service. If the service was momentarily down when you tried to send the invitation, just click the down arrow next to View Request, and press Resend invite.

If the error persists after you resend the invitation, then it was likely caused by using the same e-mail address for multiple clients. In order to use Intuit Link, each client must have a unique email address. To resolve:

  1. Click the down arrow beside View request and select Delete.
  2. From the left side of your screen, select Clients.
  3. Select the client's name from the list.
  4. Click the Edit client button at the top right of the screen.
  5. Update the client's email address.
  6. Click Save.
  7. Trying inviting the client to Intuit Link again.
  1. Click the down arrow beside View request and select Delete.
  2. From the left side of your screen, select Clients.
  3. Click the blue Add client button at the top right of the screen.
  4. Enter your client's information.
  5. Click Save.
  6. Invite the newly created client to Intuit Link.
  1. Make sure that you entered the correct email address in the Clients screen.
  2. Ask your client to check their email's spam or junk folder for the invitation.
  3. Ask your client to add noreply@intuit.com to their safe sender list.
  4. Click the down arrow beside View request and select Delete.
  5. Trying inviting the client to Intuit Link again.
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