If you have been invited into your Intuit Practice Management account by our Sales team:

  1. Open the email invitation to Intuit Practice Management and click the "Accept" button. You will be navigated to a browser page that asks you how you would like to continue.
  2. Select your email provider as "Office 365".
  3. Enter your Office 365 email address and password and click "Login".

If you have been invited into your Intuit Practice Management account by one of your colleagues:

  1. Open the email invitation to Intuit Practice Management and click the "accept" button. You will be navigated to a browser page that asks you how you would like to continue.
  2. On the browser page, select your email provider: "Office 365".
  3. Enter your Office 365 email address and password and click "Login".
  4. If you receive an error or if you have multiple Office 365 accounts, please go to go to Office 365 and make sure you are logged into your work email address (and not a personal or manager's Office 365 account)
  5. Open your email and click on the Accept Invite link in the most recent Intuit Practice Management invite you received
  6. Accept the invite using your Office 365 login

If you are still receiving errors, please contact us at 844-333-1910.

Important notes and troubleshooting:  

Intuit Practice Management integrates with Office 365 Business and Office 365 Business Premium plans. It will not work with the Office 365 Essentials plan.

To determine whether your email is on Essentials vs. Business, try to login to your Microsoft web mail (eg outlook.com). Once you login, look at the URL that Microsoft uses once you are logged in.

If the URL prefix looks like "https://outlook.office.com/owa", then you are using Microsoft Business edition (or higher) for your email client.  If, however, the URL prefix looks like "https://outlook.live.com/, then you are using Microsoft Essentials and you will need to update your Microsoft Office 365 subscription to a higher level (at or above Business edition).

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