Re-invite a client to Intuit Link

Intuit Link lets the re-invitation of a client who didn't accept a previous invitation. The re-invite function will ask the client to accept the invitation again and start giving documents and answers to the preparer.

Re-invite a client to Intuit Link

1. Navigate and log on to the Intuit Link site.
2. Select the Clients link on the left-side menu. The list of clients will display.

3. Identify the client to be re-invited to Inuit Link. In this instance, the TYYY PROGRESS column designates the client James, Jenkins as Invite pending:

4. Select the Re-invite link located under the ACTIONS column. The Invite Client to Intuit Link window will display.

5. Complete the fields in the window as required.
6. Select Send Invite. The invite is re-sent to the client.

Note: Clients who have accepted an invitation with one email address can't be re-invited using an alternative email address.