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- Required to re-invite existing clients to Link every year?
Required to re-invite existing clients to Link every year?
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david3
Level 7
01-05-2023
01:22 PM
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It seems as though I have to re-invite existing clients to link every year in order for their prior year documents to appear in the requests. If I don't re-invite the existing clients, then nothing appears in their current year (2022) information. The clients like using their prior year documents as a guide for gathering their current year information.
I usually transfer clients to the current year program after they send me their tax information. If I have to transfer all prior year clients so I can invite them to link, then the Homebase will include clients that may not return.
Before I waste time re-inviting all clients to Link, is there a simple way to have the client's 2021 documents/information appear in their 2022 Link information?
I would think Link should automatically transfer the prior year information since it shows the 2022 drop down for the client.
Thanks for your help.
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