A client (either an individual or organization) must be added to a preparer's client list and then invited to join. The client accepts the invitation and becomes "active" in Intuit Link.
Adding a Client in Intuit Link
1. Log on to the Intuit Link login page for accountants.
2. Enter your Inuit "One Account" user ID and password. If you haven't yet created a "One Account" account, click the "Create an account" link on the bottom of the page:
The Intuit Link site displays:
- for an "Individual", populate the "First Name", "Last Name", and "Email" fields. "Mobile Phone" is an optional field.
- for an "Organization", populate the "Organization Name" and "Email" fields. "Work Phone" is an optional field.