uslanes
Level 2
01-15-2021
06:57 PM
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Intuit Link needs a social security number to be able to send out an invite to a client. Is it ok to enter a dummy social security number initially, then changing it to the actual once I receive the new client's information? Is there any repecussion i
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itonewbie
Level 15
01-15-2021
07:08 PM
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That's not a requirement to use Link but to initiate the process from Lacerte.
To get around that, you can send the invitation from Intuit Link instead.
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Still an AllStar
Still an AllStar
uslanes
Level 2
01-15-2021
08:18 PM
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Thank you!
