NJUser
Level 2
  • The client created an account using the link provided
  • On the screen it shows that there are 84 "To Do" items for the client
  • Also shows the Tax Preparator's name in the "Accountant" box

But when the client click on the "To Do", get's the following message:

Hello There 
You Have Found Intuit Link
As a taxpayer, you will be able to easily gather and share tax documents with your accountant.  But first, you need to ask your accountant to invite you. 
If you have already been invited by your accountant, then sign-out and then sign in with the email address your accountant used to invite you.

Removing cookies for Intuit from the browser did not help.  Client is using Chrome Browser Ver 80, which is the latest version.

How does the client upload documents?

Thank you

0 Cheers