General questions about Intuit Link

For more Intuit Link resources, check out our Learning more about Intuit Link in Lacerte page where you'll find answers to the most commonly asked questions.

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.