parhutch
Level 2

I invited him from the home screen for 1040's - clicked invite.  Customized the questions etc and hit send.  Client has never gotten email and he is showing he accepted as are numerous other clients who havent been invited at all.

 

That just doesnt work showing clients with invites accepted in the 2019 Link.  Way too confusing a process going on here.  Anyway on phone with ProSeries now.  I really hope we dont have to try to ascertain who has been invited on a manual basis as this process seems to be doing.

0 Cheers