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Level 3
February 5, 2025
Question

Intuit Link Invite

  • February 5, 2025
  • 0 replies
  • 5 views

Hello,

In ProSeries - 2024, I can't seem to invite clients to Intuit Link who have a password on their return.

I was able to invite these clients in ProSeries 2023, but now I receive an error message when I plug in their password. I am clicking "Invite" on the HomeBase screen and, after typing in the password, it says the operation could not be processed due to an incorrect password. I know the password is correct because I used it to open the client's tax return. I've tried this on 3 clients with passwords and receive the same result.

Is there a workaround for this?

Thank you!

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