
Make a client "inactive" or "un-invited" in Link
by Intuit• Updated 2 years ago
Preparers can un-invite clients whose status is currently "Invite Pending", or make a client inactive.
Clients who have accepted the preparer's invitation to Link and have transitioned to "Invite accepted" status cannot be un-invited.
Sign in now for personalized help
Ask questions, get answers, and join our large community of Profile users.
More like this
- Re-invite a client to Intuit Linkby Intuit
- Invite clients to join Intuit Linkby Intuit
- Add a client to the Intuit Link Accountant's Viewby Intuit
- Invite clients to Hubby Intuit