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- how do you invite a business client to link?
how do you invite a business client to link?
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Schegwin
Level 1
02-09-2021
08:59 PM
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1 Comment 1
itonewbie
Level 15
02-10-2021
08:54 AM
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If you're not able to invite business clients from within Lacerte, you can log into Intuit Link for Accountants. Provided your business client is listed, you should be able to send invites and questions as you do with individual clients. Otherwise, you can click on Add New Client button, select Organization, and enter the details required, which should then allow you to send invites, questions, etc.
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