Intuit Link allows the re-invitation of a client who didn't accept a previous invitation. The re-invite function will prompt the client again to accept the invitation and start providing documents and responses to the preparer.
Re-invite a client to Intuit Link
- Navigate and log on to the Intuit Link site.
- Select the Clients link on the left-side menu; the list of clients displays.
- Identify the client to be re-invited to Inuit Link. In this instance, the TYYY PROGRESS column designates the client James, Jenkins as Invite pending:
- Select the Re-invite link located under the ACTIONS column. The Invite Client to Intuit Link window displays.
- Complete the fields in the window as required.
- Select the Send Invite button. The invite is re-sent to the client.
Note: Clients who have accepted an invitation with one email address cannot be re-invited using an alternative email address.