RenaCPA
Level 2

A Client contacted me saying that when he logged into Intuit Link to upload documents (which he has used for the past few years) - he got an error message that he had to be invited.  I haven't had to invite clients after the initial invite in the past.  

He also said he couldn't find his past years info on it any longer either.  

However, when I log in to Link - I can see his prior year info and it says the invitation has been accepted.  So on my end it all seems to look good but on his it doesn't seem to. Does anyone know why this might be the case?

 

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