Join us on June 26-27 for Better Together: Connected solutions for building a powerful firm. 
modal test

Link client portal

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.

A picture of a cell phone showing the time.

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

A black and white photo of a security screen.

In your tax software, prepare your tax organizer and send it to your client with an invitation to use Link.

Image Alt Text

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..

Image Alt Text

Reduce manual input errors by importing data directly from your clients' documents and financial institutions.

How it works for you

  1. Prepare your tax organizer in your software, and send it to your client with an invitation to use Link.
  2. Track the status of your requests to follow your client's progress and follow up if necessary.
  3. Know when they're done, so you can start importing data and working on their return.

How it works for your client

  1. Your client accepts your invitation and understands what they need to send you.
  2. Your client shares their tax data, including file uploads, smartphone photos, and imports from their financial institutions.
  3. 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

A blue object with a number on it.

Automated reminders

Create and schedule automated reminders for individuals or all clients, depending on custom criteria.

Image Alt Text

Custom branding

Ensure that your clients feel secure and increase your brand awareness by uploading your firm's logo in Link.

A large black and white image of a cell phone.

Custom email templates

Create and save as many email templates as you need for your client base.

Image Alt Text

Invite clients

Ask your clients to use Link by sending them a message directly from your tax software.

Image Alt Text


Send easy-to-use questionnaires to collect your clients' details and information.

Image Alt Text

Document request templates

Customize and save frequently used lists of documents that you request from clients.

Hear what other pros think of Link

Image Alt Text
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.
—Elizabeth F., CPA, J.D., LL.M.
Image Alt Text
We see about 15 percent savings with each client using Link.
—Angela I., CPA
Image Alt Text
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.
—John W., CPA

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.


Available for:
Lacerte  ProSeries

Work-from-anywhere capabilities mirror your desktop setup for a seamless integrated workflow. Plus, attract top talent with remote access.


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.

Cut down on wasted time and get more done with Link