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What Intuit Link has is not e-Organizers. Instead, what it has are a Questionnaire with broad open questions and a Checklist, which is a laundry list of documents your client may upload for tax preparation.
@jknecht wrote:
I sent out 100+ electronic organizers in batches of 20......most of them worked. I did the same way I have for years.....condensed questionaire and more.
But in Intuit Link, there is no such thing as "condensed questionnaire". Unless you have previously saved one or more custom questionnaires and chosen to use a particular custom questionnaire before hitting the Invite button, the default questionnaire will be sent.
https://proconnect.intuit.com/community/tax-organizer/help/using-intuit-link-in-lacerte/00/5170
Some of the clients have BLANKS - No Questions....No Organizers prompting them to put in documents......
If a client sees nothing but a message that he/she should contact the accountant, most of the time, that means the client did not login using the email address to which the invitation was sent or used the hyperlink in the invitation email (which contains a token) to access Intuit Link for the first time for that tax year.
Your client should try logging in again by (1) clicking on the button in your invitation email AND (2) logging in with the email address to which your invitation was sent (which should be populated automatically on the browser).
In case your client's email address has changed, please come back as there is a rather complicated process you and your client need to go through to make that work.
I want to un-invite and then re-invite them so they get a questionaire and more. I have done this in the past but it always KILLS the questions and more.
What process did you follow to un-invite and re-invite? AFAIK, that's not something you can do within Lacerte. And you can do that from the Intuit Link for Accountants portal only if your client has not accepted the invitation. Here's an article that explains how the process works. In case I have misunderstood what you meant, please come back with more info and there may be a better answer to your question.
In case you are looking for more information about e-Organizer, which is a very different product, you may like to refer to the following article for the details:
Still an AllStar
