Support CenterHow do I input my IntelliConnect Login Credentials in SureFire?
🔍 What is IntelliConnect Login Credentials in SureFire?
This guide explains how to enter your IntelliConnect login credentials into SureFire so the correct account information is saved for use.
⚠️ Before You Begin
You will need:
- Admin access to log into SureFire as the Admin
- Your IntelliConnect email address
- Your IntelliConnect password
📊 Step-by-Step Guide
Step 1: Log in to SureFire as the Admin
Use this when you need to access the setup tools.
Log in to SureFire as the Admin.
Step 2: Open the Setup Assistant
Use this to reach the Office Information settings.
Select Tools from the main menu.
Select Utilities/Setup Assistant.
Step 3: Navigate to Office Information
Use this to find the IntelliConnect login fields.
On the Utility window, select Setup Setup Assistant.
In the Setup Assistant window, select the Office Information tab.
Step 4: Enter your IntelliConnect credentials
Use this to save your IntelliConnect account details.
In the Tax Help Login Credentials section, enter your Intelliconnect email address in the User Name field.
Enter your Intelliconnect password in the Password field.
Step 5: Save your changes
Use this to store the credentials in SureFire.
Click Save and Close.
Step 6: Log in as the user
Use this to confirm the saved credentials apply to the user account.
Log into SureFire as the user.
📞 Still Need Help?
If you are having trouble, contact our support team:
Phone: 1-800-516-9442
Tags: install,setup