ProConnect HelpIntuit HelpIntuit

Managing your Intuit account

SOLVEDby Intuit8Updated 2 weeks ago

Intuit Account Manager where you can complete various tasks to manage  your Intuit account. You can control the information that spans across all of your Intuit products, including ProSeries, ProConnect Tax, Lacerte, and EasyACCT.

To access Account Manager, sign in using this link.

Table of contents:

Sign in & Security
Profile
Data Privacy
Product & billing
Payment methods
Documents

Sign in & Security

You can access the Sign in & security section here.

This section contains the information to help make sure only you can sign in to your account.  You can adjust this information as needed:

  • User ID
  • Email address
  • Password
  • Phone
  • Linked Identities (if they exist)
  • Two-step verification
  • Account activity

Profile

You can access the Profile section here.

This section contains the information we use for all of your products.

  • Name
  • Date of birth
  • Occupation
  • Address

Data privacy

You can access the Data privacy section here.

This section allows you to request a download of you personal data and/or permanently delete all or some of your personal data.

Product & billing

You can access the Products & billing section here.

This section contains all your products in one place and allows you to manage your subscriptions.
You can also look up a charge or request a refund at the bottom of this section.

Payment methods

Manage the payment methods across all your Intuit products here.

Documents

Access documents from across your Intuit products here.

Was this helpful?

You must sign in to vote, reply, or post
EasyACCTLacerte TaxProConnect TaxProSeries BasicProSeries Professional

Sign in for the best experience

Ask questions, get answers, and join our large community of Intuit Accountants users.

More like this

Dynamic AdsDynamic Ads