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Issue: Client can't access Intuit Link without creating new email

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Issue: Client can't access Intuit Link without creating new email

YJCPA

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 had been set to Inactive (which is a problem in and of itself).  The solution given to me - "have the client create a new email address and send a new invite" - is an unacceptable solution.  She doesn't want another email address. Will she have to create another new email account next year, and the year after?  How many more of my clients will have the same issue?  Please fix this ASAP!!  Do you not realize how incompetent this makes Intuit look?  I chose ProConnect because of your portal feature.  Buyer beware.  If this doesn't get addressed immediately, I'll be looking elsewhere next tax season.

Status: New
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12 Comments
hcliston
Level 4

I'm having similar problems. Multiple clients have told me that

a) Intuit Link tells them they're using the wrong email address, although they are not. They have only one email address each and it has not changed. and

b) When they try to log into their Intuit Link account they get a message saying they have to be invited by an accountant.  Which they were.  I sent them the invitation.

These problems have become a huge time-suck for me at a bad time!  How is Intuit going to fix this?  And what can I do in the meantime? 

Thank you!

 

ccturrentine
Level 1

My client's cannot even access it with a different email address.  They either receive a message stating that we have not sent them an invitation or (after using Intuit's fix of going to link.intuit.com) it takes them to their 2020 profile. 

This year is a nightmare with Intuit.  My firm is close to being crippled with all of these issues, including the new user permissions. 

hcliston
Level 4

Thanks very much for responding, CCturrentine. 

I have no idea how to report this problem to Intuit; do you?

I can't sit on hold for two or three hours waiting for someone to answer their phone. 

ELJ_CPA
Level 2

I have also had similar problems with clients accessing Intuit Link (email address not found, etc.). It is important for everyone who has the same problems to PLEASE UP-VOTE this post (and mine, https://accountants.intuit.com/community/proconnect-tax-idea-exchange/intuit-link-client-email-not-f... ) so that the development team will actually pay attention to this issue and hopefully work to resolve it.

NFODJE
Level 1

I’m having the same issue with a client.. creating a new address is not an option. We need a solution 

abctax55
Level 15

Yo....  anyone at Intuit paying attention????? 

Having a client have to create multiple email addresses just to satisfy Intuit is b/s.

@IntuitGabi 

@Intuit_Al 

agitter
Returning Member

I'm having the same issue.  This is not a good reflection on us as CPAs or on the software we are using.  Way too much time being spent on this by my clients and me!  We've set up our practices with this work flow in place.  Intuit - listen please!

crodjom
Level 2

Same issue.  This happened to 1 of my clients last year also but happening to new clients for 2024.  We need a fix for this soon.  

IntuitGabi
Community Manager
Community Manager

Thank you @abctax55 
@YJCPA @crodjom @agitter @NFODJE -I sent you a direct message to get more information. 

hcliston
Level 4

I received an email today from someone named Gabi, but with no information on how to respond to him or her.  The email came from: 

<do_not_reply@selfhelp.intuit.com>

 

And the person asked for personal information about my clients, so I'm not going to post it here.  Anyone have a suggestion about how to handle this?

Thank you.

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