How do I update a clients email address?

[stadlerhmc-msn-c]

Nothing shows up for me to edit the email address.

[itonewbie]

1. On the dashboard, click on the Clients icon on the left panel.

2. On the line for the client you want to edit, click on the dropdown box that says "View client & returns" and select Edit Client.

3. In the popup box, edit your client's email address.

Note, however, that this will not change the email address shown within the return.  Nor will this change the email address for an existing Link invite that had already been accepted.  On the other hand, if you have not yet invited your client to Link for a particular year, the updated email address is where the invite will be sent.

[theacctglady05]

Thanks, this really helped.