Level 3

Question

Received Intuit Link from my Accountant. Logged in to my Mint account. Site tells me to get an invite from Accountant

Forum|Forum|5 years ago
April 9, 2021
4 replies
31 views

Hi,

I'm a client of our accountant who sent me an Intuit Link email. When I click on it, it asks me to either sign up for an Intuit account or to log in. I already have an account that was signed up with Mint.com, and so I provide that credential.

Once logged in, the page still tells me:

Hello there!
You've found Intuit Link.

As a taxpayer, you’ll be able to easily gather and share your tax documents with your accountant. But first, you’ll need to ask your accountant to invite you.

If you’ve already been invited by your accountant, then sign out and sign in with the email address your accountant used to invite you.

It also shows the username I'm logged in with.

I have signed out and signed back in to not available. The email address I sign in with is what was sent to by the Intuit Link invite.

I do see at the upper-right corner that Tax Years for more than 5 years are shown. I'm unable to proceed, and I wanted to reach out to here first before I ask my accountant to look into this issue.

Anybody know what's going on? Thank you for any guidance you can provide.

Intuit Link

This topic has been closed for replies.

IRonMaN

Level 15

I would probably start by asking your accountant about it.

Slava Ukraini!

myuenAuthor

Level 3

Indeed I have... just doing my due diligence in case they don't have the answer 🙂

myuenAuthor

Level 3

Welp, no help from both the accounting firm and Intuit -- I found no way to contact support via Chat (link takes you to an endless loop). I haven't called Intuit yet.

M

Martine

Level 2

Hi there,

Were you able to resolve the issue below? My client has the same problem.

Thanks!

George4Tacks

Level 15

This is a user supported site, so the responses you get are from other tax preparers - Not from Intuit.

Maybe @1569 can round up someone from Intuit to give some guidance.

Answers are easy. Questions are hard!

K

Kelly-Ann

Level 2

We have the same problem here for a 2 weeks. There is no way to get into our account. Clients are very frustrated and so are we.

A

Anonymous

I have had the same problem for the last 3 years - I've given up with trying to get Intuit to help. My accountant is not technical, so is no help either.

You end up going around in circles -

1. You get an email from the accountant

2. You click the link and log in or create a new account

3. It welcomes you, and tells you to get an invite from your accountant

4. Click the link and send the email to your accountant

5. Go to step 1

At least this year it looks like someone from Intuit is paying attention to the message board, which is new.

A

Anonymous

Please confirm that the email you use to send to your client is the same email they use to sign in.

It's likely they're signing in with a different email address from the one you used for them. They must sign in with the email address associated with the 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.

Feel free to share this article: Reset your password or recover your user ID

K

Kelly-Ann

Level 2

Hi Gabi, I did it with my own personal acount and the email is right. It's the same for all of our clients. It is really an Intuit problem with you server or your website. Please see to it before tax season starts in less than a month.

myuenAuthor

Level 3

An update from my side. I brought this issue up to our CPA and he is aware of the problem affecting many of his clients with no solution available.

We both agreed that a large company like Intuit not being able to fix this for so long is utterly surprising.

Essentially, by the client not being able to use Intuit Link, the accountant has to type in all the information -- which results in more administrative revenue for the firm (and Intuit's core customer.) Both the CPA and Intuit benefit at the expense of the client.

L

lk02092018

Level 2

Your are so correct. I just do not know if I plan to use this platform again next year. This is my fourth year and although they have made improvements on the TaxPreparer side, I have clients who are very frustrated and they absolutely do not want to get the screens they get without being able to get help. Then we have the competition that Intuit has put in place to use the same software and services that we have, etc. I just don't understand why the ProConnect software can't get all the nice upgrades and features that QuickBooks does. I guess they don't have the programmers that are out of the box thinkers or maybe I should say they don't have a Tax Preparer that is an out of the box thinker working with a programmer advising them of all the task oriented tips/tools and things that would allow for effeiciency, accuracy in preparing taxes all while allowing us to utilize our best talents which is to apply the tax laws. We don't want to be data entry processors and drag and drop, computer support help desk people for our clients. Just beyond frustrated this year.

H

hvklosky

Level 2

I would assume no one knows of a fix for this issue yet? Having the same issue with a client where they can't get to their requests- the same as the above issues- log out and log back in with no change and email address matches the invite.

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