Before you start: Calculate all client files in your original program. Remove any locks. Remove any passwords What types of...

ProConnect Tax Online (PTO) users can now set Firm and Client level permissions for the PTO users for your firm. Firm...

This article contains links to current trending topics in ProConnect Tax Online for individual (1040) returns. Click on a...

How do I remove a forgotten client password in Lacerte, Tax Planner, or DMS? How do I remove a forgotten password on a...

Description How to accept the Link invitation sent by the accountant. My accountant has sent me an invite to Intuit Link...do...

ProConnect Tax Online allows you to set firm, and client level permissions for your software. Firm permissions allow you to...

As a taxpayer, how can I send documents to my prepareraccountant using Intuit Link? NOTE: Maximum size of a file that can be...

Description My Account offers a feature of Role Management . This feature provides the ability to add, edit or view...

When attempting to sign into your Intuit ProConnect ProSeries software the Intuit ProConnect Sign In screen does not contain...

Manage Users, and how it relates to Intuit Link: Manage User are services included in your Intuit ProConnect Lacerte Tax...