Manage Users for ProSeries

At Intuit, the security of our products remains one of our top priorities. We're committed to helping safeguard customer information. Since tax year 2016, industry-wide standards established through the IRS Security Summit require professional tax software vendors, including Intuit, to validate every user's identity. For ProSeries 2016 and beyond, users are required to log in each time the software is launched. You must be a contact on the ProSeries account to be eligible to be an Admin user. Starting in 2019 ProSeries Professional, you can also control which users can access certain features. Click here for instructions on managing access rights.

Table of contents:

Complete the initial setup

Every firm will need to designate one person in their firm to be the Primary Firm Administrator. This person will be responsible for managing software access for users within your firm. If you are the only software user in your firm, you will be the Primary Administrator. The Primary Firm Administrator may provide administrator access to other users in your firm. All users of the software must have their own individual login. If you will serve as your office's Primary Firm Administrator, follow the steps below:

1. Sign in to My Account.
   • You may be prompted to verify your identity via multi-factor authentication (MFA). MFA will also prompt when accessing your account from an unrecognized device. For steps to verify your identity, see here.
2. If you don't have an account, select Create an Account and follow the on-screen prompts. If you already have an account, skip this step.
3. On the Manage User page, select Get Started.
   • You'll need to acknowledge that you are the authorized administrator for your firm before you can select Get Started.

If you are the owner of the firm, manage your office, or are the only ProSeries user in your office, you must: complete the initial setup, and invite additional software users (if applicable).

If you have already completed the initial setup, we encourage you to verify your login credentials.

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Change user roles

1. Click here to sign in to the My Account Manage Users page.
2. Select Edit for the user.
3. Use the Role section to select the employees' access level:

If you are viewing Manage Users as an Admin and this action is not available, you may need to clear your browser cache.

For instructions on managing the access rights for each user within ProSeries, click here.

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Delete a user

1. Click here to sign in to the My Account Manage Users page.
2. Select Edit for the user.
3. Select Delete user.
4. Select Yes, Delete to confirm.
5. From the Manage Users page, make sure the deleted employee is no longer showing in the table.

If you are viewing Manage Users as an Admin and this action is not available, you may need to clear your browser cache.

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Invite new users

You must either be the Primary Firm Administrator or be granted Admin Rights to invite other users. If you are the only ProSeries software user in your firm, you will not need to invite additional users.

1. Click here to sign in to the My Account Manage Users page.
2. Select Add user
3. Enter the following information to complete the invitation:
   • First name
   • Last Name
   • E-Mail
   • Use the Role section to select the employees My Account access level:
     • Admin - Access to view and edit all My Account, Lacerte and ProSeries administrative functions.
     • Billing Admin - Access to view and edit billing profile functions.
     • Employee - View only access to My Account and edit access to payment methods associated with online profile. For Lacerte this role allows users to access REP statements and reports.
     • Training Support - Access to software, training, and support only. No access to administrative functions.
   • Software Access (Role)
     • Employee - Software access only.
     • Admin - Software access with the ability to invite, edit and manage users.
4. Select Send invitation.
5. Make sure the invitation was sent by looking for a Pending Invitations for the user.

If you are viewing Manage Users as an Admin and this action is not available, you may need to clear your browser cache.

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Re-invite a user

1. Click here to sign in to the My Account Manage Users page.
2. Locate the that shows the Status of Invited.
3. Select Resend invite.
4. The new invite will be sent.

If you are viewing Manage Users as an Admin and this action is not available, you may need to clear your browser cache.

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Cancel a pending invitation

1. Click here to sign in to the My Account Manage Users page.
2. Locate the user.
3. Select the drop-down arrow to the left of their name.
4. Select the three dots and choose Delete.
   

If you are viewing Managed Users as an Admin and this action is not available, you may need to clear your browser cache.

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How does a new user accept their invitation?

1. Check your email for an invite from an Admin.
2. Open the email titled Your Intuit ProConnect Account that came from do_not_reply@intuit.com.
   • If you don't see the email be sure to check your junk folder.
3. Select I accept.
   
4. If this is your first time signing into the web page, enter your information in the Create your account screen. If you already have an account, select Already have an account? Sign in.
5. Once you can successfully sign in to the web page you'll be able to sign in to the program.

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Verify your login credential

1. Open your ProSeries software.
2. Enter your Email/User ID and Password.
3. Click the Sign In button.

Once you have verified access to your ProSeries software, no additional action is required.

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Accessing user lists from inside ProSeries

1. From the Tools menu select Online Account.
2. Select Manage Users.

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Turn on or off two-step verification

Two-step verification is an optional security function you can turn on or off that will require Multi-Factor Authentication every time you sign in. This setting does not control the automatic Multi-Factor Authentication that triggers when you are signing in from a new device or if your cached sign in has expired.

1. Sign in to My Account using your user name and password.
2. Under the Sign In & Security select Manage sign in & security.
   
3. Next to Two-step verification select Turn On.
4. Choose your verification method and select the Turn On button.
5. Confirm your choice:
   • For text message confirm your password and select Turn on text message verification.
   • For voice call verification enter the code you receive from the automated phone call and select Continue.

To disable two-step verification choose Turn Off on Step 3.

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Sign out of ProSeries without closing the program

This feature helps you keep your program secure in the event that you need to step away from your computer, but don't want to completely close out the program.

This was implemented in alignment with the IRS timeout guidelines changes where they extended the recommended timeout, increasing it to 12 hours from the previous 30-minute recommendation.

To sign out of ProSeries:

1. Go to the File menu.
2. From the File menu, select Sign Out of ProSeries.

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Determine who the primary admin is and transferring those rights

The following steps need to be completed by the current Primary Admin:

1. Click here to sign in to the MyAccount Manage Users page.
2. Review the list of users for the one user with Software Access showing Admin (Primary). Only this user will have the ability to transfer the primary admin rights to another user.
3. On the list find the user that will be changed to Primary Admin.
4. Select the three dots.
5. Select Change Primary Admin.
6. Select the Submit Transfer button.
   • The admin selected will receive an email requesting that they accept or deny the request.
7. Upon acceptance, you will receive an email indicating the successful transfer of your primary admin rights.

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