Why is the Intuit Link dashboard for ProConnect different than for ProSeries?

Forum|Forum|2 years ago
December 14, 2023
1 reply
11 views

My clients have more problems than anyone can imagine making use of Intuit Link, especially trying to gain access if they have forgotten a password even when following the prompts for "I forgot my user ID or password." This results in a lot of time on my part trying to address their issues which is counterproductive to trying to increase efficiency by using Link.

The online tutorials for Link seem to be geared to ProConnect users, and the dashboard shown in the tutorials is completely different than what I see as ProSeries user. For example, in ProConnect a client can be deleted, whereas that does not appear to be an option in ProSeries. In ProSeries, a client can be marked "inactive," which is not the same as deleting the client. Why there are differences between ProConnect and ProSeries is anyone's guess.

Question - If a client is unable to reset a password or user ID after following the prompts in Link instructing them how to do so, can I as the Link administrator uninvite the client, and then re-invite them to prompt them to set up new sign-in credentials?

Any suggestions will be appreciated. Thanks.

Mike

Intuit Link

This topic has been closed for replies.

itonewbie

Level 15

The dashboards are different because there are actually different URL's for those using ProConnect Tax and those using PS/Lacerte.

What confuses a lot of folks is that you, as the accountant, do not own the account your clients use to access Link. Instead, the Intuit Link account for your client beings to your client and it's the same account they use with all Intuit products. What your invitation does is to connect your account on Link with your clients' so that you can communicate through this portal Intuit provides as the interface. For that reason, only your clients can reset their accounts by working with Intuit Support.

Your client should follow the hyperlink embedded in your invitation and use the "forget my password" (or something along that line) link on that login page to reset the password/recover the account. Recognize that Intuit's instructions are often not intuit(ive). If they are not able to recover the account after following all the prompts, they should reach out to Intuit Support directly.

---------------------------------------------------------------------------------Still an AllStar

M

MikeB_CPAAuthor

Level 5

Thank you. I appreciate the details and the insights you provided. The bottom-line issue seems to be trying to obtain support for these types of situations from Intuit.

K

KSKELL

Level 2

I concur--as the preparer I am having trouble getting into the Intuit link. I keep getting a notice I don't have access--but I have pro series and pro series basic for 2023. My password works fine to get into my intuit account and pro series--what is different with accessing Intuit link? Isn't it the same password?

Sign up

Login with SSO

Let's get you signed in

Login with SSO