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ProConnect Tax onboarding for Intuit Select Pro Staffing

SOLVEDby Intuit1Updated 3 weeks ago

This article will help you onboard hired staff to your Firm. To learn more about Intuit Select Pro Staffing click here.

If you receive an error message along the lines of "You currently don't have permissions to [action]. Contact your firm's Admin for authorization," either when trying to create new returns or when e-file roles have changed for tax year 2023, see here for how your firm Admin can resolve it.

Step 1: Invite them through manage users:

The firm administrator will need to grant them program access:

  1. Sign in to ProConnect.
  2. Select PCG--UI_PTO_navbar-settings.png in the lower left corner.
  3. Under YOUR FIRM, select Manage & Invite Users.
  4. Select Add user.
  5. Enter the following information to complete the invitation:
    • First name
    • Last Name
    • E-Mail
    • Access:
      • It's recommended to select Basic.
    • Permission to e-file:
      • Select Yes if you would like the staffing expert to have the ability to e-file
      • Select No if you would like to limit the ability to e-file.
  6. Select Next.
  7. Select the clients you would like to provide access to. Select the checkbox next to CLIENT to select all.
  8. Select Save to send the invite.
  9. Make sure the invitation was sent by looking under Pending Invitations for the user.

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

Step 2: Other reminders:

  • If your firm uses any other software for VPN, remote access, log me in etc, reach out to your local IT to have the staff provisioned.

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