Skip to main content
R
Rainman1966
Level 4
January 16, 2025
Question

Intuit LInk

  • January 16, 2025
  • 1 reply
  • 8 views

Logging into Link from ProSeries all my clients who used Link in 2023 appear.  I did not think that I had to re-invite a client if they used Link in the past, in order for the documents from 2023 to load into Link.  Do we need to re-invite a client in ProSeries in order for the 2023 documents to appear.  

This topic has been closed for replies.

1 reply

lbones
lbones
Level 6
January 18, 2025

I do not re-invite.  I just send my template that I develop to them from Link.  I delete out questions on the template to meet the clients tax situation.

R
Rainman1966Author
Level 4
January 18, 2025

Thank you for your response.  I also have a template that I include but I do like the previous years tax documents to show up.  Using my self as a test case I found that in order to have my 2023 documents added to link automatically I do need to invite myself.

Terms & ConditionsAccessibility statement
Tax software
Intuit Lacerte Tax
Intuit ProConnect Tax
Intuit ProSeries Tax
Referral Program
Workflow add-ons
Intuit Tax Advisor
Hosting for Lacerte & ProSeries
eSignature
Protection Plus
Pay-by-Refund
Intuit Link
Accounting solutions
QuickBooks Online Accountant
QuickBooks Accountant Desktop
EasyACCT
Training & support
Training Center
Learn & Support
Resources for starting a tax practice
Tax Pro Center
How to get started offering advisory services
Call Sales: 833-564-8436
Sitemap
Turbotax icon creditkarma icon QuickBooks icon Mailchimp icon
About Intuit Join Our Team Press Room Affiliates and Partners Software and Licenses

© 2026 Intuit Inc. All rights reserved.

Intuit, QuickBooks, QB, TurboTax, ProConnect, Credit Karma, and Mailchimp are registered trademarks of Intuit Inc. Terms and conditions, features, support, pricing, and service options subject to change without notice.

By accessing and using this page you agree to the Terms and Conditions.

Terms and Conditions About cookies Manage cookies
Legal Privacy Security
TRUSTe
Products
T1 Tax Module
T2/CO-17 Tax Module
T3 Tax Module
T4, T5 & Other Tax Forms
Tax Suites
Single Returns (OnePay)
ProFile 20
QuickBooks Online Accountant
Pricing
Pricing & bundles
Free trial
Learn
Getting started
Training
Webinars & events
Support
Download & activate
Community & support
System requirements
Refer a friend
Call sales: 1-844-861-3600
Manage cookies

© 2026 Intuit Inc. All rights reserved.

Intuit and QuickBooks are registered trademarks of Intuit Inc. Terms and conditions, features, support, pricing, and service options subject to change without notice.

Legal Privacy Contact Contact
Logiciels
Logiciel d’impôt T1
T2/CO-17 Tax software
Logiciel d’impôt T3
T4, T5 et autres formulaires fiscaux
Suites Fiscales
PayezPourUN
ProFile 20
Signature Intuit pour ProFile
QuickBooks en ligne Comptable
Prix
Prix et offres groupées
Essai gratuit
Apprentissage
Démarrage
Formation
Webinaires et événements
Soutien
Télécharger et activer
Communauté et soutien
Exigences système
Recommandez un ami
Appeler les ventes : 1 800 943-9834
Paramètres des témoins

© 2026 Intuit Inc. Tous droits réservés.

Intuit et QuickBooks sont des marques déposées d’Intuit, Inc. Les modalités, les fonctions, le soutien, les prix et les options de service peuvent être modifiés sans préavis.

By accessing and using this page you agree to the Terms and Conditions.

Nos offres d’emploi Contactez nous Renseignements juridiques Confidentialité