tripuramallu
Level 1

Strong Advise - "if you are Intuit Link as well Proseries client - then do not create a new profile in Intuit Link"

We had similar issue and Intuit could not solve and do not have no clue of the problem.  But upon internal research at our end - One of the reasons this is happening: we created a client profile on Intuit Link by adding a New Client and sent the invitation.  Client accepted and uploaded the papers.  All good first year.  When in second year - we are pushing Invitation from Proseries and Proseries created a new profile for the same client without looking for existing profile that was already created last year on Intuit Link but with different Auth ID.  So, clients are seeing two profiles in their TO DO List.  Please advise the clients to up load to "Client-Preparer" profile not just "Client" profile.  This is what we are experiencing and hope will help few of you.  

It is also a bug from Intuit that not create two different profiles for the same e-mail ID whether we add a new client from Intuit Link or send from Proseries.

Thanks
Prasada

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