Mary SASLLC
Level 3

Hello, 

Here are some tips about easy navigation of Proconnect tax software:

1. You can open multiple windows for Proconnect to navigate. It is always advisable to have it in full screen mode so you can see all options on the page.

2. You can't delete a client, only make them inactive: Go to the Clients menu , lick on the client, and you should see the option on the top right corner to make client inactive. You can make clients inactive, you can not delete client but you can delete tax returns. 

3. First Delete the initial intuit link you sent to the clients wrong email. Then go back to client page and edit client, enter the new email save/update it . then open the intuit link and select client. it should have the updated email, then create a new link. 

I hope this helps. Am still learning as well. We learn everyday. Happy filing season. cheers!!