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TracyAFY
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I don't think I've seen this part of the problem addressed either; I have multiple client accounts, I don't want *my* Intuit account opened when I open each of my client's data. Many of these clients will never need an Intuit account. Today I couldn't go past the question without making a choice, I ended up logging on as non-admin which then sent an email to the client to set up an Intuit account. They immediately forwarded that to me, 'do you need this?' I just don't understand why this is a required step to use the platform. 

 

What is your recommendation for multiple client files? Create a user account for each one, which then will use their email for notification that I may need? Or use my user account for all my clients which then ties them all back to my account?

 

Thank you

Tracy

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