General questions about Intuit Link

Before you start:

• To access Intuit Link for accountants, go to https://link.intuit.com/accountant/login/#/signin and sign in using the same user name and password you use to sign in to Lacerte or ProSeries.
• If you use ProConnect Tax, see this article instead.
• Intuit Link is free to use when you buy ProSeries or Lacerte.
• If you are on a pay-per-return or REP license, you'll need to process at least one return and wait 24 hours for the order to process.

General usage questions:

• Common questions about your client list in Intuit Link
• How to attach documents to send to a client in Intuit Link
• How to send documents to a client through Intuit Link
• Download client responses and documents in Intuit Link
• How do I re-send an invite email from Intuit Link?

Questions about the taxpayer experience:

• How taxpayers can use Intuit Link to send requested documents

How does Intuit Link work for my specific software:

• Using Intuit Link in Lacerte
• Using Intuit Link in ProSeries
• Using Intuit Link in ProConnect Tax

How do I get help with Intuit Link?

If you are a taxpayer having trouble accessing or using Intuit Link contact your accountant for assistance.

If you need help with Intuit Link contact technical support for ProSeries or Lacerte.