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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?

Rherman21
Level 2
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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qbteachmt
Level 15

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/

 

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qbteachmt
Level 15

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-taxpaye...

 

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Rherman21
Level 2

I did scour the videos here and could not locate that particular demo video. The others appear older or are not relevant. The video I'm referring to is particularly placed behind the taxpayer access wall using their embed video software Wistia.

This is new this year, and the Wistia software doesn't allow one to copy the URL to share the video or view it directly on the hosted site. 

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qbteachmt
Level 15

"placed behind the taxpayer access wall using their embed video software Wistia.

This is new this year, and the Wistia software doesn't allow one to copy the URL to share the video or view it directly on the hosted site."

Okay. This was your Title 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?"

And you just answered that with: No.

I played some of those videos and while they are playing, you can right click them. There are three options given:

About Wistia

Report a problem

Copy link and thumbnail <== This is what you wanted, right?

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qbteachmt
Level 15

Oh, videos page:

https://proconnect.intuit.com/training/intuit-link/

 

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qbteachmt
Level 15

Did you look at that pdf?

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Rherman21
Level 2

When clicking that Wistia provided link, you are not given the link to actually view the hosted video. Its coded detail for the website, and the link within the code is not accessible. 

And I have already been providing that PDF to clients, but some still struggle and need to "see" it in action. That video provided once they log in is the best I've seen - but have to get over the main hurdle first of getting them logged in.

For reference, I recorded the video on Zoom and uploaded to Loom since I cannot find it online. I suppose this is more a question for Intuit Support to solve and make the video accessible.

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