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Managing client access in Intuit Tax Advisor

SOLVEDby Intuit1Updated September 15, 2023

This article will walk you through granting or removing access to clients via QuickBooks Online Account, Intuit Link, and ProConnect Tax.

Client permissions provide the ability to restrict access to certain clients per user in your firm. Users who do not have access to a client won't see that client listed in ProConnect Tax, QuickBooks Online Accountant, Intuit Tax Advisor (ITA), and Intuit Link.

QuickBooks Online Accountant:

  1. Sign in to QuickBooks Online Accountant as a firm admin.
  2. Go to the Team menu.
  3. Locate the employee in the list.
  4. Click the employees’ name and then select the Client Access tab.
  5. Select the checkboxes for the client(s) you need access to.
  6. Select Save.

Intuit Link:

  1. Sign in to Intuit Link as a firm admin.
  2. Click the Gear icon on the top right and the select Manage Users.
  3. Locate the employee in the list.
  4. Click on the user's name to edit their client access.
  5. Click the Client Access tab to grant or remove permissions for individual clients.
  6. Click Save Changes on the bottom of the screen.

ProConnect Tax:

  1. Sign in to ProConnect as a firm admin.
  2. Click Settings in the lower-left corner.
  3. From that menu, select Manage and Invite Users.
  4. Locate the employee in the list.
  5. Click on the user's name to edit their client access.
  6. Click the Client access tab to grant or remove permissions for individual clients.
  7. Press Save changes when you're done.

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