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Using Intuit Link in ProSeries
by Intuit•9• Updated 2 weeks ago
For more Intuit Link resources, check out our Learning more about Intuit Link in ProSeries page where you'll find answers to the most commonly asked questions.
Intuit Link is a web-based tool that allows accountants to make real-time requests for questions and documentation across a secure server to their clients.
What can I do with Intuit Link?
With Intuit Link, accountants can:
- Easily send the Tax Organizer (checklist and questionnaire) from ProSeries.
- Capture all client tax data through a single portal.
- Speed up your workflow by using one place to collect, track, and access client tax data and documents.
- Use the Link Dashboard to see what's been requested, what's been received, and what's outstanding.
- Safeguard the clients' data leveraging bank level security (256-bit encryption).