Help Articles

My Account now offers a new feature with the introduction of Role Management.  This feature provides the ability to add, edit or view information in My Account based on Permissions.

As a result of this change, only the Primary contact (Account Admin) on the account will have permission to add/edit information in Account Management for Contacts, Addresses and Account Overview. The Primary contact (Account Admin) can provide Account Admin permissions to other contacts on the account.

By default, all "contacts" on the account will have permissions set to Employee and ProSeries Admin or Lacerte Admin & Lacerte Report views depending on the product purchased.  The Account Admin may change these permissions at their discretion.

At this time, you will not be able to delete online contacts via My Account.

For more information see Role Management via My Account.

Multi-factor authentication, or MFA, is one way to combat fraud by asking customers for information that only they should know and have. Think of it as needing a personal identification number to use an ATM card. If the ATM card falls into the wrong hands, it can't be used without knowing the PIN. For More Information see Security Changes - Multi-factor Authentication

We're in the process of adding MFA to all relevant products.

We have increased the number of steps to access your account because of the increase of identity theft and fraudulent tax filings. You entrust us to protect sensitive data and we take that seriously. Our customers' privacy and security is job one.

As an industry leader, Intuit is continuing to work in concert with the IRS, states, and industry to further strengthen the American tax system and decrease tax fraud on several fronts. The addition of features like stronger passwords, notifications, and MFA to our Professional Tax products is one of the actions we're taking to protect customers' information and combat tax fraud. Tax fraud is constantly evolving and we will evolve with it. We always recommend that customers take precautions to protect their identity.  It is important that users not only create strong passwords but more importantly, create unique passwords for each of their accounts.

It may take a few minutes for the code to arrive. You may also want to check your bulk/junk/spam mail folder to see if the code is there. If the code does not arrive, you can click the Didn't receive a code link in the Check your email window to generate another code.  For More Information see Security Changes - Multi-factor Authentication

Important: once you generate a new code, any prior code will expire.  It is important that you use the most recent confirmation code in the Check your email window.

If you have typed the exact code that was sent and it doesn't work, this is most likely because you have generated multiple codes and are not using the most recent one.  Please click Didn't receive a code, then wait until the new code arrives.  This may take several minutes.  Use the most recent code sent to you.

Note: some email platforms append emails from the same sender, so your latest code may display as a response or reply to one of the earlier codes.

When you log in from a new computer or change your sign-in information such as your user ID, email address, or password, you will be required to take these additional steps to validate your identity.

The confirmation code will be sent to the email address or phone number currently associated with your account.   If you do not have access to the email address or phone number associated with your account, you will need to verify your identity another way.  You can select "Confirm my account a different way."