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S
Schegwin
Level 1
February 10, 2021
Question

how do you invite a business client to link?

  • February 10, 2021
  • 1 reply
  • 9 views
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1 reply

itonewbie
itonewbie
Level 15
February 10, 2021

If you're not able to invite business clients from within Lacerte, you can log into Intuit Link for Accountants.  Provided your business client is listed, you should be able to send invites and questions as you do with individual clients.  Otherwise, you can click on Add New Client button, select Organization, and enter the details required, which should then allow you to send invites, questions, etc.

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