Manage Users for ProSeries

If you forgot your password—or want to reset it—refer to this article for instructions.

At Intuit, the security of our products remains one of our top priorities. We're committed to helping safeguard customer information. Since tax year 2016, industry-wide standards established through the IRS Security Summit require professional tax software vendors, including Intuit, to validate every user's identity. For ProSeries 2016 and beyond, users are required to log in each time the software is launched. You must be a contact on the ProSeries account to be eligible to be an Admin user. Starting in 2019 ProSeries Professional, you can also control which users can access certain features. Click here for instructions on managing access rights.

Complete the initial setup

If you are the owner of the firm, manage your office, or are the only ProSeries user in your office, you must: complete the initial setup, and invite additional software users (if applicable).

If you have already completed the initial setup, we encourage you to verify your login credentials.

Change user roles

1. Click here to sign in to the MyAccount Manage Users page.
2. Select Edit for the user.
3. Use the Role section to select the employees' access level:

If you are viewing Manage Users as an Admin and this action is not available, you may need to clear your browser cache.

For instructions on managing the access rights for each user within ProSeries, click here.

Delete a user

Invite new users

You must either be the Primary Firm Administrator or be granted Admin Rights to invite other users. If you are the only ProSeries software user in your firm, you will not need to invite additional users.

Re-invite a user

Cancel a pending invitation

How does a new user accept their invitation?

Verify your login credential

1. Open your ProSeries software.
2. Enter your Email/User ID and Password.
3. Click the Sign In button.

Once you have verified access to your ProSeries software, no additional action is required.

Accessing user lists from inside ProSeries

1. From the Tools menu select Online Account.
2. Select Manage Users.

Turn on or off two-step verification

Sign out of ProSeries without closing the program

This feature helps you keep your program secure in the event that you need to step away from your computer, but don't want to completely close out the program.

This was implemented in alignment with the IRS timeout guidelines changes where they extended the recommended timeout, increasing it to 12 hours from the previous 30-minute recommendation.

To sign out of ProSeries:

1. Go to the File menu.
2. From the File menu, select Sign Out of ProSeries.

Determine who the primary admin is and transferring those rights

Note: If the current Primary Admin is no longer available to follow these steps, refer to Requests to be the Primary Admin or Contact.
Typically these requests can take up to 5 business days to complete.