Intuit Link

[uslanes]

Intuit Link needs a social security number to be able to send out an invite to a client.  Is it ok to enter a dummy social security number initially, then changing it to the actual once I receive the new client's information?  Is there any repecussion i

[itonewbie · Accepted solution]

That's not a requirement to use Link but to initiate the process from Lacerte.

To get around that, you can send the invitation from Intuit Link instead.

[uslanes]

Thank you!

[itonewbie]

NP, @uslanes. Cheers!