Secure Online Portal

[jpfinancial]

I haven't used the Online Portal yet.  How do I get to it, and how do I give my clients access to it?

[Just-Lisa-Now-]

Are you referring to Link?  

https://proconnect.intuit.com/community/help-articles/help/what-is-intuit-link/00/5339

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

[jpfinancial · Accepted solution]

Yes!  I think I am. 🙂  And I think I just answered my own question.  I have to use the the Invite on the Intuit Link site.  I think I'm good! 🙂

[IRonMaN]

"Yes! I think I am. 🙂 And I think I just answered my own question. I have to use the the Invite on the Intuit Link site. I think I'm good! :)"

Then mark your post as solved so you get into the action.  The first person to reach 10,000 solutions wins a slightly used 1972 Yugo.  It's painted blue with the Intuit logo prominently displayed on each side.  (well, at least that parts that aren't rusty are blue). 

[jpfinancial]

Hahaha!  How do I do THAT? 🙂

[IRonMaN]

I think you got it!