Invite clients to join Intuit Link

Add a client (individual or organization) to your client list, then invite them to join. Once they accept the invite, they'll be active in Intuit Link.

Add a client in Intuit Link

1. Log on to the Intuit Link login page for accountants.
2. Enter your Intuit user ID and password. If you haven't yet created an Intuit Account, select Create an account.
3. The Intuit link site displays.
4. Select Add new client.
5. Indicate if the client is an Individual or Organization:
   • 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.
6. Select OK, if the client has been added to the client list.

Invite a client to join Intuit Link

After you add a client to Intuit Link, send them an invite to activate them in your Intuit Link account.

1. Locate and sign in to the Intuit Link site.
2. Select the Clients link on the left-side menu—the list of clients displays.
3. Identify the client in the list who's been added to Intuit Link but hasn't yet been invited. This client's status is listed as Not invited in the TYYY PROGRESS column.
4. Select the Invite option under the Actions column.
5. Some fields will be populated automatically. Alter them as required.
6. Select the Send Invite option; the invitation is sent to the client. The client must open the invitation email and select the attached Get Started/Login link inside to complete the process.

The client status in the TYYY PROGRESS column will show Invite pending until they accept the invite from their email.

After your client accepts the invite, the status in the TYYY PROGRESS column will say Invite accepted.