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Intuit
Intuit
posted
‎June 03, 2020 07:09 PM
last updated ‎December 24, 2021 6:48 AM

How do I Re-send an Invite Email from Intuit Link?

SOLVED•by Intuit•Intuit ProFile Tax•Updated January 18, 2022

Description

My client never received the invite email... how can I resend it?

How can I re-invite a client to Link?

  1. From the Client List, find the client.
  2. Select Re-invite located under the ACTIONS column.

Note: Re-invite is only available under the Actions column for clients whose progress is Invite Pending.

  1. You'll now see the Invite to Intuit Link email template. You can modify this email text on this screen.
  2. Select Send Invite when ready to send.

Note: Clients who have accepted an invitation with one email address can't be re-invited using an alternate email address.

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