PJH
Level 2

Thanks to your patient help I figured out the problem.  I invited all 65 clients from the Client page.  An ACCEPT by them from that request simply meant they agreed to participate in IntuitLink.  In order to get them their tailored list of requests I set up for them, I needed to click on client and then Send the Draft Requests separately.  It’s a button that only appears within client until the ToDos are sent.  This process had to be done for each client.  Seems redundant - if client accepts IntuitLink, of course, he wants his list of requests.  Why should I have to do a two-step?  But ok, tax season can now continue for me!  Thank you again!

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