vab01952
Level 1

Dear itonewbie,

I'll try my best.  I'm a newbie and only spent a couple of minutes with my client.

So... yes... I sent an invite and he accepted then tried to create his Intuit account, and could not complete the process.  He said that a message came up that said something like "account not found".

(Last month I had entered his prior year information into a 2019 Pro Tax return in order to get used to the software and have some info available for 2020.  But at that time I had not entered an email into his client profile.)

I obtained his email, updated his client profile in Pro Tax then sent an invite.

Because this is a new process for both myself and my clients I stayed on the phone with him.  We tried it a couple of times and had the same result.

I'm not sure why he is being hung up with creating an account and any insight or help would be greatly appreciated.

Thanks!!!

Veronica

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