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Level 4
January 31, 2021
Question

Intuit Link Account Reset for Tax Payers

  • January 31, 2021
  • 7 replies
  • 26 views

Anyone know if there is a phone number that I can give to a client that can't get his Intuit Account reset?  Appears to be in a loop in their system.  I can't find a phone number anywhere in the support.  Unfortunately they expect that I can solve this!

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7 replies

itonewbie
Level 15
January 31, 2021

@sagarcpa wrote:

Unfortunately they expect that I can solve this!


Yes, that's what Intuit expects you to do also, unfortunately.

What happened when your client tried to login?

Is this a new client?

Has he/she accepted your invite?

Has he/she responded to any question or submitted any document either for the current or previous years?

Did your client log in by clicking on the button within your invitation email (which contains a token) and use the email address to which the invitation was sent (which should be populated automatically by the browser)?  Your client should not bypass your invitation email and attempt to access Intuit Link for a new tax year for the first time by logging in directly with his/her credentials.  This is critical and should first be tried by your client because it ensures your client's Intuit Link account is properly "connected" with yours for the relevant tax year.

---------------------------------------------------------------------------------Still an AllStar
Intuit Community Champion
January 31, 2021

This is reason that I switched to Encyro Secure Messaging this year, Too many hiccups with link. Encyro is not free, but very inexpensive, and extremely easy for everyone. no need for client to open account. Just respond to an email. 

itonewbie
Level 15
January 31, 2021

Agree with @Terry53029.  There are many who switched to other solutions (myself included) because of how clunky and glitchy Intuit Link is.  We've been using VeriFyle for a few years now but I can see Encyro is also gaining popularity.

---------------------------------------------------------------------------------Still an AllStar
sagarcpaAuthor
Level 4
January 31, 2021

Thanks to both of you for the advice.  Is there a way to create the "question and answer" experience that Link has in either of these?  I use Hightail for secure email upload/download of files (especially large files) but the clients that use Link don't want to use that kind of a service.  They want to be able to answer the template of questions I have designed inside link in lieu or a organizer type document that I would upload to them.