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Level 2
April 29, 2022
Question

Can you provide the URL link to the demo video that is provided to taxpayers when they sign into Intuit Link for the first time?

  • April 29, 2022
  • 1 reply
  • 10 views
Can you provide the URL link to the demo video that is provided to taxpayers when they sign into Intuit Link for the first time? This is a great, updated, brief tutorial on how to access Link, but is oddly only provided after the taxpayer accesses the system.

I'm unable to locate it online to pull the URL so I can share it with clients who are struggling to login. There are much older videos available online, but this is the best one I've seen.
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1 reply

qbteachmt
Level 15
April 29, 2022

At the top of this forum's web page is Training. Intuit Link is there. The videos are on that page; scroll down. I grabbed this for you, from there:

https://proconnect.intuit.com/tax-client-portal-for-accountants/

 

Don't yell at us; we're volunteers
qbteachmt
Level 15
April 29, 2022

That other web page has a Training link. They have lots of videos. They have a pdf for your client:

https://digitalasset.intuit.com/content/dam/intuit/pcg/en_us/intuit-accountants/content/link-taxpayer-guide.pdf

 

Don't yell at us; we're volunteers