Manage Users for EasyACCT

Intuit prioritizes the security of our products and safeguarding customer information. To enhance security for EasyACCT, users will need to log in every time they use the software.

These new login requirements for each EasyACCT system — Professional, Business, and Information Return — aim to increase security by ensuring that every individual user is authenticated before accessing data.

If you own a firm, manage your own office, or are the sole EasyACCT user in your office, you must:

• Complete initial setup
• Invite additional software users (if applicable)

If you're purchasing this software for your client, they'll need an Intuit account to access it.
You can then invite them as a user from the 'Manage Users' section of your account, or
Your client can purchase the product individually and create their own Intuit account here https://myproconnect.intuit.com/.

If you've already completed the initial setup, we encourage you to check your firm's sign-in credentials.

Complete the initial setup

If you've already completed the initial setup, we encourage you to check your firm's sign-in credentials.

Change user roles

Invite a user

Re-invite a user

Delete a user

Cancel a pending invitation

How a new user accepts your invite

Verify your sign-in credentials

1. Open your EasyACCT software.
2. Enter your Email/User ID and Password.
3. Select Sign In.

Once you've verified access to your EasyACCT software, no additional action is required.

Turn on or off two-step verification

Two-step verification is an optional security function you can turn on or off that will require Multi-Factor Authentication every time you sign in. This setting does not control the automatic Multi-Factor Authentication that triggers when you are signing in from a new device or if your cached sign in has expired.

1. Sign in to My Account using your user name and password.
2. Under the Sign In & Security select Manage sign in & security.
   
3. Next to Two-step verification select Turn On.
4. Choose your verification method and select the Turn On button.
5. Confirm your choice:
   • For text message confirm your password and select Turn on text message verification.
   • For voice call verification enter the code you receive from the automated phone call and select Continue.

To disable two-step verification choose Turn Off on Step 3.

Select a primary admin and transfer 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.