Starting a Glance Intuit remote session at Glance.Intuit.com is a great way to collaborate with teams and clients worldwide.
Whether you’re a freelancer, a remote employee, a business owner, or a professional consultant, Intuit can help you stay connected and productive. With its powerful, easy-to-use interface, you can quickly join a remote session and get down to business.
In this guide, we’ll take you through the steps of setting up a remote session with Intuit and give you tips on how to make the most of it. Let’s get started.
Contents
Preparing to Start a Glance Intuit Remote session
- Download and install the Glance Intuit Remote session software
To start a Glance Intuit Remote session, the first step is to download and install the Glance Intuit Remote session software. This software provides the necessary framework for remote connection. The Mac and Windows operating systems are both compatible with it.
- Create a Glance Intuit Remote session account
Once the Intuit Remote session software is installed, users must create an account. This account will provide secure access to the remote session and promote user collaboration. The account can be created either on the website or in the software itself.
- Purchase a Glance Intuit Remote session subscription
After creating an Intuit Remote session account, users must purchase a subscription. This subscription provides access to the remote session and enables users to collaborate. The subscription can be purchased either on the Intuit website or in the software itself.
Starting a Glance Intuit Remote session
- Log in to the Glance Intuit Remote session software
To begin a Remote session, the user must log into the Intuit Remote session software. This is done by finding the Glance Intuit icon within the user’s computer and clicking on it.
- Enter the client’s ID and password
After logging in, the user must enter the client’s ID and password. This is typically provided by the client to the user. This will allow the user to access the client’s computer remotely.
- Set up the session parameters
Finally, the user must set up the session parameters. This includes the type of connection, the number of participants, the duration of the session (in minutes), and any other details the user wishes to specify. Once all parameters are specified, the user can click “Start” to begin the remote session.
During a Glance Intuit Remote session
- Establish a secure connection
Establishing a secure connection for an Intuit Remote session is the first step. It involves creating a connection between the remote user and the technician.
This can be done by sending an invitation via email or text message or by having the remote user enter a secure access code.
Once the invitation has been accepted, the remote user must download and install the Intuit software on their device. Once installed, the remote user and the technician can begin the remote session.
- Provide technical assistance
During the remote session, the technician can provide technical assistance to the remote user by viewing and controlling the remote user’s screen.
The technician can also transfer files, provide instruction, or offer other forms of technical assistance depending on the remote user’s needs.
- Record the session
It is also crucial for technicians to record the session for quality assurance and training purposes.
This can be done by taking screenshots and/or recording the audio and/or video of the session. The recordings can then be stored in Intuit software or external storage.
Tips on how to make the most out of Glance Intuit Remote Session
- Be Prepared: Before joining an Intuit Remote session, it is important to review the agenda and ensure that all necessary documents and materials are accessible. This will help maximize the session’s efficiency.
- Get Familiar with the Interface: Take the time to become familiar with the interface before joining a session. Glance offers both web and desktop applications, so it is important to understand the features and how to use them.
- Utilize Video: Video is a great way to engage with participants and make the session more enjoyable. Glance allows participants to share videos, so be sure to take advantage of this feature.
- Optimize Audio: Audio is just as important as video. Make sure that the audio settings are optimized for the best possible experience.
- Use Screen Sharing: Glance allows participants to share screens, which can be a great way to collaborate and get the most out of the session.
- Utilize the Whiteboard: The whiteboard feature is a great way to draw attention to important points or to illustrate ideas. It is also versatile enough to be used for a variety of purposes.
- Take Notes: Taking notes during the session can help participants remember key points and ideas discussed. Glance provides an in-session note-taking feature, so be sure to take advantage of it.
- Follow-Up: Following up after the session is essential to ensure that everyone is on the same page. Glance provides various tools to help with this, such as chat and discussion threads, which can help ensure that all participants understand the takeaways from the session.
- Monitor Performance: Glance provides tools to monitor the performance of the session, such as the number of active participants and the average time spent on each task. Using these tools to measure the success of the session can help optimize it for future use.
- Set Expectations: Setting expectations at the start of the session can help ensure that all participants understand what is expected of them and that the session is successful.
- Stay Focused: It is easy to get distracted during a remote session. Make sure to stay focused on the task at hand to get the most out of the session.
Conclusion
Starting a Glance Intuit Remote is an easy, convenient, and secure way to access your company’s computer system from any location. With a few simple steps, you can quickly and securely connect with your team, ensuring that everyone has the necessary resources to complete their tasks. The use of Intuit Remote session is the perfect way to bring together a dispersed team and ensure that everyone is on the same page.