itonewbie
Level 15

If you checked that those questions and checklist are showing on your side of your portal, did you ensure your client clicked on the button in the invitation email (which contains a token) and use the email address to which the invitation was sent (which should be populated automatically on the browser) to log into Intuit Link for the first time for this tax year?

Often times, the problem is caused by clients, especially existing ones, logging into Intuit Link directly, without clicking on the button in the invitation.

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Still an AllStar
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