pwein
Level 1
01-21-2021
09:12 AM
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itonewbie
Level 15
01-21-2021
08:13 PM
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When you are in Lacerte, do you not see the screen shown in this article?
Suggest that you also log into Intuit Link for Accountants directly and set up a daily alert to get notified about your clients' activities. In fact, you will see a more detailed update of each of your client's status within Intuit Link.
https://proconnect.intuit.com/community/tax-organizer/help/using-intuit-link-in-lacerte/00/5170
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Still an AllStar
Still an AllStar
Megan S
Level 1
01-27-2021
04:57 PM
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Right-click adjust display columns
display tab
client view
all clients
select intuit link and use the arrow to add it