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Level 1
September 18, 2025
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Time stamp on Intuit Invite

Related products:Lacerte
  • September 18, 2025
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Some clients ask me to "re-invite" them to the Intuit Link.  If I could tell them what DATE the original invite was sent, they can look in their e-mails and accept.  Otherwise, we have to go through the involved process of "un-inviting" them, then "re-inviting" them.  Takes extra time.  During tax season, time is what we DON'T have.

A simple date stamp on the invite, when you access the 'Invitation pending' link would be helpful.

Thank you.