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Accepting an invitation to a client file

Clients can invite you to work on their file. When a client invites you, you'll be notified by email. To work on the file, you'll need to accept the invitation. If you work with multiple practices, you'll then also need to choose which practice or practices to link to the client file.

Accepting the invitation will let you see the file in the Transaction processing page, where you can keep on top of your clients' work by quickly seeing which business files are up-to-date, and which you need to work on next.

After you accept an invitation, your Administrator may still need to give you access to the file before you can see it in Transaction processing.