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Level 2
January 26, 2025
Question

Intuit Link for Customer Says Nothing to do here.

  • January 26, 2025
  • 5 replies
  • 14 views

I have one customer that signs into Link and sees a screen that says: Nothing to do here, you have no requests.  

I have deleted the request and resent, but she gets the same result.

What can I do?

This topic has been closed for replies.

5 replies

Level 2
January 27, 2025

Same issue.  My client told me when she tried to login, she was told she didn't have an account and needed to create one.  So she did that, and then received the message  "Nothing here...".  I called Intuit and they said she now has 2 Intuit accounts, both with the same email.  Her account from last year was marked Inactive.  After over an hour on the phone, they do not have a fix for this.  (They said it would take "WEEKS" to make the old account active, or now merge the accounts, or whatever.)  They suggested the client use a different email address.  REALLY??  How many clients are going to have this same issue?  I don't even have words to express what a HORRIBLE situation this is.  This is my 2nd year using ProConnect.  It might be my last.   

Level 2
February 3, 2025

I'm having the same issue with several clients.  I would love to know how to fix it instead of looking incompetent to my clients...

Level 2
February 4, 2025

many of our clients have experienced the same issue this year! 

 

in SOME of the cases, this is the feedback that helps: 

For some clients, after they accept the link and login,
they also have to go to top right, where their business name is and click the dropdown that has multiple users. EVEN THOUGH it's the same user.

It'll list their one user name two times, and they have to click on the alternate name to see the organizer. 

 

TrishT
Level 3
February 4, 2025

This is our second year of using ProConnect.   We also are considering a change due to the issues with sending out organizers.  Our main problem is there is no good way to print a presentable organizer that has a personalized checklist.   Also having the same issue as others in this post.  We sent out about 300 Intuit Links over the last few weeks and (so far) have 5-6 that get this "nothing to do here" message.   I have not been able to identify a pattern.   IT at ProConnect was not able to come up with a solution.    Deleting and resending a new Request only has helped only one time that I am aware of.  It could be the platform the user is trying to open the Intuit Link on.  One person who got this error told me they were using a MacBook.   

I have not thought of asking the client with the error if they had drop down of users.   I will next time and post if the suggestions works for our client.     

We don't like how this reflects on us and it is another thing to manage during a busy time.  

Level 2
February 4, 2025

At the top of the organizer you can "EXPORT A BLANK ORGANIZER" and if you have personalized it for them, it will show the list of docs, etc. 

 

So, sometimes when things are failing I do that export function and send them the PDF of needed docs. 

 

Hope this helps! 

 

Also, here's my full trouble shooting note I send to clients to help them see their request, it works sometimes:

Tips for success:
1. Clear your web browser cookies (if you need instructions on how to do
that, let me know what browser you're using)

2. Login to your email

3. Accept the invitation

4. It will bring up an Intuit window, and login using the same email address we sent the invitation to

One note: For some clients, after they accept the link and login,
they also have to got to top right, where their business name is and click the dropdown that has multiple users. EVEN THOUGH it's the same user.

NEW THIS YEAR: can't use same email for business and personal

 

February 4, 2025

Awesome tips @acromeenes

It's common that some users have multiple Intuit accounts. 

Your clients must sign in with the same email address associated with the Intuit Link. Once they're logged in, they either need to change their Intuit Account email address to match the one you have or you'll have to un-invite the email you have for them and re-invite them with the email address they're using for their Intuit account. 
To ensure they are logging into the correct account, share this article with your clients and let them know which email address you're using: Recover your Intuit Account if you can’t sign in

Other troubleshooting tips: 
-clear cache and cookies as mentioned above

-sign in using an incognito browser  
-If routed to the create account page, scroll down to the bottom and click on "Already have an account? Sign In" link.

Check out the Learning More About Intuit Link page for more articles & reply back if any of these tips worked for you. 

Level 2
February 5, 2025

Hi Gabi.  How do you "un-invite the email you have for them"? I have tried deleting the info request and then re-sending, but that hasn't been working.  I have clients that I have worked with for a couple years and never had an issue.  This year, they are logging in with the only Intuit account that they have, and it says there are no requests. It sounds to me that there is an issue with Intuit Link creating multiple accounts with a single email address, so Intuit Link thinks there are multiple accounts when there are not.

February 5, 2025

Hi @kmdcpa See How to Un-invite a Client in Intuit Link. I'll research if there's any underlying hiccups in the time  being for ProConnect. 

February 6, 2025

Hello, we're going to continue to research this. In the meantime, here's another workaround:

-Ask your taxpayer to create a new account with the same email you are using
-Uninvite your taxpayer from Link. See How to Un-invite a Client in Intuit Link. 
-Re-invite your taxpayer to Link. See How to invite a clients to Intuit Link using ProConnect Tax

Reminders from the above articles if your client did not receive an invitation:

  1. Make sure that you entered the correct email address in the Clients screen.
  2. Ask your client to check their email's spam or junk folder for the invitation.
  3. Ask your client to add noreply@intuit.com to their safe sender list.
  4. Click the down arrow beside View request and select Delete.
  5. Trying inviting the client to Intuit Link again. 

    Keep this thread updated with what has worked or if you continue to have issues. 

*****
See what's trending in Hot topics: ProConnect 

Level 3
February 6, 2025

I called support 4 times and never given this detail and in order to work you need the engagement letter signed. I can give you the case number Gabi

Level 3
February 6, 2025

I have had the same issue. Finally was told the account had a active and closed folder. I advised same client, same email address and same password. I  called support 4 times and requested escalation. I was told use another email address. Really. Tell the client sorry you have to get another email address as Intuit can't fix their link product. I was advised that Intuit support could not close the invalid folder and re open the original valid folder. What kind of customer service is that? Client did not do anything wrong, Intuit just didn't want to fix their link issue!!!! I had resent the email 5 times and even deleted the 2024 return and brought over another. Very Poor service!!!!!