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Level 2
February 9, 2026
New

Change an email in Intuit link after an invite has already been sent

Related products:ProSeries
  • February 9, 2026
  • 0 replies
  • 4 views

The process to un-invite and re-invite a client erase all the documents needed to complete their tax return.  Clients change work and personal email all the time.  To correct this, I have to delete the client in 2025.  Go to 2024, and add their email to Organizer and 1040.  Transfer the client to 2025, invite the client again to see the documents I need for them to send me.  It is alot of effort and time just to change an email address, and time is money!