Account Delegation

Rannison — Sun, 16 Feb 2020 00:19:23 GMT

Hi,

I understand there is no method to merge accounts, and from what I can see the account "Link" feature seems to be intended for professional CPA's.

I'd like to know if there's any method to assign delegate access between two accounts? I file my mother's tax returns for her each year (she is a resident alien and isn't confident in her English, much less how to file a return); at the time, I created an account for her but I've basically ended up managing it for her completely.

While there hasn't been any issue with the current arrangement, I don't feel it's the proper way to do this. There are potential scenarios -- irregardless of how unlikely they are to occur -- where it may be beneficial (or even vital) to be able to distinguish who was actually accessing the account during any particular authenticated session for traceability, account security, and document/version control purposes. Hence, many sites and software-as-a-service providers nowadays have a delegate access feature.

Is there any existing Intuit feature that fulfills the same purpose? Or will there be any future plans to add this functionality?

Re: Account Delegation

GabiU — Tue, 25 Feb 2020 19:02:14 GMT

Currently there are no plans for this but we thank you for the suggestion! We'll pass it along.

topic Account Delegation in Get your taxes done using TurboTax

Account Delegation

Re: Account Delegation