Intuit Link- Solving duplicate client accounts
I use Intuit Link and ProSeries. I need to be able to merge duplicate client accounts in Link.
The best way to securely get a new client's SSN and other info is through Link, so the easiest thing to do is create them in Link, invite them, collect a W2, then create their account in Proseries with accurate, complete information. But when done in that order, the client will never have the great checklist FROM Proseries. Inviting the client from Proseries only creates a duplicate account.
A potential workaround would be adding an *optional* SSN field on the Link edit client screen. If we could do that, then information sent from Proseries would match with the existing Link client. Link requires a unique SSN. This wouldn't help us fix the duplicates we already have, but would help immensely going forward.
Thanks for reading this far! I'm sure I'm not the only one dealing with this.
