Welcome back! Ask questions, get answers, and join our large community of tax professionals.
cancel
Showing results for 
Search instead for 
Did you mean: 

Resetting password for Intuit Link

david3
Level 7

I am using Intuit Link for the first time. The first client I sent an invitation to forgot the password they used when setting up their Intuit account.

She said she was never able to reset her password because the reset option just emailed her a code and when she entered the code she was asked for her password, which she couldn't remember. There was never an option to reset the password. 

When she clicked on Contact Intuit, nothing happened. 

She was so frustrated that she faxed all her tax information.

Of course, I can't see what she's talking about but I don't want Intuit Link to be frustrating for clients to use. People forget their passwords and I can see during the tax season we will have many who will upload information over several weeks/months and may forget their password.

For those of you who use Intuit Link - how are you able to help clients with this situation?

Thanks.

Labels (1)
0 Cheers
1 Solution

Accepted Solutions
itonewbie
Level 15

After your client enters the email address (or User ID), the next dialog box that prompts for password has a link that says I forgot my Intuit password.  Clicking on it will trigger Intuit to send an email to the email address associated with her account.

The email she receives will have a link with a token for password reset.  On the webpage that the link opens, she should enter a new (instead of the old) password.  I've tested this multiple times over the years and it has always worked.

Now, if your client no longer has access to the email address associated with her account, that's where she may run into problems.

---------------------------------------------------------------------------------
Still an AllStar

View solution in original post

8 Replies 8
itonewbie
Level 15

After your client enters the email address (or User ID), the next dialog box that prompts for password has a link that says I forgot my Intuit password.  Clicking on it will trigger Intuit to send an email to the email address associated with her account.

The email she receives will have a link with a token for password reset.  On the webpage that the link opens, she should enter a new (instead of the old) password.  I've tested this multiple times over the years and it has always worked.

Now, if your client no longer has access to the email address associated with her account, that's where she may run into problems.

---------------------------------------------------------------------------------
Still an AllStar

View solution in original post

david3
Level 7

Thanks for your help with this.

I just tried that with a personal Intuit account for myself. I was sent a code and was able to reset my password.

However, the other day when my client had problems I also tried to reset the password for my personal Intuit account and it sent a code but nothing happened and it just asked for my password. No option to enter a new password. So I was in the same loop as my client and not able to reset the password. I couldn't believe Intuit didn't have an option to create a new password.

Maybe there was an Intuit system problem that day. 

BTW she tried to set up an Intuit account to use for Intuit Link and the response was that she already had an account and to enter her password. She didn't realize she had an account. She thought maybe it was from years ago when she used TurboTax but of course, wouldn't remember the password used back then. 

I sent her another invitation with your instructions. Hopefully, she isn't so frustrated that she will try again for future purposes.

 

SharonLee
Level 1

Husband doesn't have an e-mail address at home. Only the wife does have an e-mail address. Help fix this problem, please.

0 Cheers
itonewbie
Level 15

@SharonLee  We are not Intuit Support but peer users like you.  There's nothing we can fix but we volunteer here to share our experience.  If you can clarify what your problem is, we may be able to suggest something.

---------------------------------------------------------------------------------
Still an AllStar
0 Cheers
Randal
Level 1

uit sent me a verification code via email and i entered that in and then i requested forgot my password and it only gave me two choices, a verification to a cell phone number i no longer use or try anothr shot at the password.

i guess 20 years into the 21st century i will go with paper?

 

0 Cheers
tekapacarving
Level 1

hi

I have had the same annoying experience, round in circles, email... code sent... and again.

 

0 Cheers
EndUserEGB
Level 1

I am having the same problem. Years ago, I used my work email address with QuickBooks. Now that my tax professional is trying to switch all her clients to Intuit, the interface wants my same password from years ago. My account pre-dates the use of two-step verification, so the system wants to verify using my email and phone number, but I don't have a phone number saved with my account (and, even if I did, it probably wouldn't accept texting, so that might not solve the problem anyway). I have tried to engage customer service by following the "try another way" recovery prompt, but even a week later I have received no response (even though I have typed in my name and SS twice, which is always a little unnerving). My tax professional and I have resorted to using a new email address I created just for my taxes, which I will either have to forward to my regular email or remember to check on a regular basis throughout "tax season."

0 Cheers
Summer2021
Level 2

Hi David, were you able to resolve your client's login problem? 

 

Now a year later, my client has the same problem.  He received the Intuit Link invitation.  However, he was unable to reset password.  He has the same problem as you described.  I contacted Intuit support but they were unable to help me.  

0 Cheers