Gather client tax documents through a secure online portal, saving time on data entry and collaborating seamlessly with clients — included for free within your Intuit professional tax software.
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92% of ProSeries Pro Tax users who reported that they use Intuit Link stated that they saved on average 43 minutes.*
Manage and gather client data efficiently and easily
In your tax software, prepare your tax organizer and send it to your client with an invitation to use Link.
Request client data with a few quick clicks and rely on automated reminders to help you get everything you need, when you need it, to complete returns faster..
Reduce manual input errors by importing data directly from your clients' documents and financial institutions.
How it works for you
- Prepare your tax organizer in your software, and send it to your client with an invitation to use Link.
- Track the status of your requests to follow your client's progress and follow up if necessary.
- Know when they're done, so you can start importing data and working on their return.
How it works for your client
- Your client accepts your invitation and understands what they need to send you.
- Your client shares their tax data, including file uploads, smartphone photos, and imports from their financial institutions.
- Your client is delighted to know they've given you everything you need so they can get their tax refund.
See how Link can make your lives easier
Increase efficiency and stay organized with these key features
Automated reminders
Create and schedule automated reminders for individuals or all clients, depending on custom criteria.
Custom branding
Ensure that your clients feel secure and increase your brand awareness by uploading your firm's logo in Link.
Custom email templates
Create and save as many email templates as you need for your client base.
Invite clients
Ask your clients to use Link by sending them a message directly from your tax software.
Questionnaires
Send easy-to-use questionnaires to collect your clients' details and information.
Document request templates
Customize and save frequently used lists of documents that you request from clients.
Link has transformed my workflow for over 90 percent of my clients, and I can confidently say that I would not have filed as many returns last year if I wasn’t using Link.
We see about 15 percent savings with each client using Link.
Link has allowed us to cut some return times in half! As we continue to grow, Link has gone from intriguing to necessity in short order.
Additional professional tax software integrations
Extend the functionality of your professional tax preparation software with these time-saving tools.
Intuit Tax Advisor
Included with:
ProConnect Lacerte
The only integrated tax advisory tool where you can access a library of tax strategies to build custom tax plans in minutes, not hours.
Hosting
Available for:
Lacerte ProSeries
Work-from-anywhere capabilities mirror your desktop setup for a seamless integrated workflow. Plus, attract top talent with remote access.
eSignature
Available for:
ProConnect Lacerte ProSeries
Digital signing solution where you can manage signatures right within your tax software, and clients can sign whenever and wherever they want.
