How do I re-send an invitation from 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.

Before you start:

• Clients with an Invite Accepted status cannot be re-invited to a different email address.  Taxpayers who have accepted their invitation can change their user name and email address at Intuit Account Manager.
• Re-invite is only available for clients with a Progress status of Invite Pending.

To re-invite a client:

1. Login to the Intuit Link portal.
2. Find the client on the Client List.
3. Under the Actions column, select Re-invite.
4. Click Send Invite when ready to send.

If the client's status is Invite pending and the email address needs to be updated.

1. In Intuit Link, click on the client's name.
2. Select Edit located next to the client's name.
3. Enter the client's email address in the field provided.
4. Click OK to save the changes.
5. Click Clients on the blue navigation bar located on the left.
6. Find the client on the client list and dnder the ACTIONS column select Re-invite.