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Post-Onboarding Checklist
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Intuit Hosting
Employee
08-20-2021
02:58 PM
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Congratulations! You have now completed your Hosted onboarding. Below you will find steps that we highly recommend you complete to be proficient in your new environment and get you the maximum benefit from your Hosted Platform.
☐ Log into RN open your programs, make sure you see all your client files and data
☐ Print a test page to PDF and to your printer. Printer Setup Guide
☐ Create your unique folder on the I:\ drive to easily share documents. Short tutorial here
☐ Multi Factor Authentication for additional security click here
☐ Use the Red Log off button to log off at the end of the day, this may take about 2 hours after onboard to appear
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