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J
JLUCPA
Level 2
March 31, 2023
Question

Created a invitation to the link for a new client to upload his tax documents. He clicks accept and gets a mesage "we can't find anyone with myredduc@gmail.com"

  • March 31, 2023
  • 1 reply
  • 5 views
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1 reply

itonewbie
itonewbie
Level 15
March 31, 2023

That's not the usual error message you'd get if the token didn't work.

Are you sure that's the message that pops up after your client clicks on accept or once he's directed to the website?

See this article for how the invitation acceptance process works on your client's side and check with your client at which stage he encountered that problem: https://proconnect.intuit.com/support/en-us/help-article/accounting-bookkeeping/accept-link-invitation-sent-tax-preparer/L8cUBx9og_US_en_US?uid=lfx5xvvu

On your dashboard, does it show whether the invitation has been accepted?

 

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