How to test Intuit Link as the accountant and taxpayer

You can test Intuit Link as the accountant and the taxpayer from one computer.

Before testing, you should:

• Create a new client in Intuit Link to test the taxpayer experience with.
• Set up one browser to log in as the accountant and a different browser to log in as the taxpayer.
  • For example, use Google Chrome for one browser and Firefox for the other.

Follow these steps to create a new client:

1. Log in to Intuit Link Accountant site.
2. Click on Add new client from the top right-hand side of the screen.
3. Select if Individual or Organization.
4. Enter an additional email address you have access to and set yourself up as a new client.
5. Click OK.
6. Go to the email account in a different browser and accept the invite.
7. You can now test Intuit Link as a taxpayer.