How to test Intuit Link as the accountant and taxpayer

You can test Intuit Link as the accountant and the taxpayer from one computer.

Before testing, you should:

• Create a new client in Intuit Link to test the taxpayer experience with.
• Set up one browser to log in as the accountant and a different browser to log in as the taxpayer.
  • For example, use Google Chrome for one browser and Firefox for the other.

Follow these steps to create a new client:

1. Log in to Intuit Link Accountant site.
2. Click on Add new client from the top right-hand side of the screen.
3. Select if Individual or Organization.
4. Enter the client's name and email.
   • Phone number is optional.
5. Click OK.

Related topics:

Intuit Link Frequently Asked Questions