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M
Marie20
Level 1
January 21, 2024
Question

get admit permission

  • January 21, 2024
  • 1 reply
  • 6 views

I can't add new customers because it says I need to contact admint

 

This topic has been closed for replies.

1 reply

itonewbie
itonewbie
Level 15
January 21, 2024

ProConnect doesn't impose restrictions on subscribers adding and preparing returns.  Returns are charged only with printing/e-filing.

It sounds like you are a user within your firm and you have not been granted permission to add clients.  You should, therefore, contact the administrator within your firm to resolve this.

https://accountants.intuit.com/support/en-us/help-article/access-permissions/add-users-manage-permissions-proconnect-tax/L2RXqj5GZ_US_en_US

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