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Manage Users Login Required for Intuit Link - Using Lacerte

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Intuit
last updated ‎August 10, 2020 6:20 AM

Manage Users Login Required for Intuit Link - Using Lacerte

Manage Users, and how it relates to Intuit Link:

Manage User are services included in your Intuit ProConnect Lacerte Tax program that enable the transfer of taxpayer data on the internet. To protect the confidentiality and privacy of that taxpayer data, Lacerte has implemented additional steps that restrict access to only authorized firm administrators and employees. To add or remove authorized users of this service, please contact your Firm Administrator.

Intuit Link is considered a connected service because it stores personally identifiable taxpayer information on servers accessed across the internet. As we continue to expand our offerings via the internet or mobile devices, the requirement for login will be implemented for use with all new features that utilize the internet to share or access personally identifiable taxpayer data.

As a Lacerte tax preparer you must use the same Login that you use for Lacerte Manage Users, when using Intuit Link.  This will allow your clients, questionnaires and document requests to be migrated to Link.

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