Client Relationships Client Data Collection in Five Easy Steps Read the Article Open Share Drawer Share this:Click to share on Twitter (Opens in new window)Click to share on Facebook (Opens in new window)Click to share on LinkedIn (Opens in new window) Written by Natalie Pinon Modified Dec 23, 2016 2 min read Everyone is talking about Intuit® Link and how easy it is to use for you and your clients. This feature will make your firm more efficient, while your clients will enjoy the mobile convenience Link offers. The Link data collection portal is included as a feature with your purchase of Intuit ProConnect™ Tax Online, Lacerte® or ProSeries® software, and is free for you and your clients to use. You can request data from your clients using Link in one of two ways: In your Intuit software, go to your client list dashboard, select the clients you would like to invite and send them an invitation email. Go directly to the Link portal, sign in using your Intuit username and password, and click on “add new client.” Your clients will be able to send you the data you need in five easy steps: They will receive an email personalized from you. They will click on the email and log in to the Link website. Your clients will answer the questions you customized for them. They can easily link their financial institutions to auto transfer tax documents to you. Uploading tax documents and receipts has never been easier; they can take a photo from their mobile device or upload on their computer. The client’s dashboard shows them where they are in the process of providing the information to them, and they know when they have completed all tasks. You will receive progress notifications within your client dashboard, so you know when you will be able to start the return. Want to get them onboarded even easier? Make a quick call or send an email prior to sending the invitation email and share the Intuit Link taxpayer site; this helps to visually demonstrate to your clients the additional value you are adding this tax season. Link Up to Win Instant Prizes and a Caribbean Getaway Each time you use Link to connect with a client, you get a new entry for a chance to win instant prizes and a Caribbean getaway to St. Thomas. Click here to learn more. Previous Post Improve your life, your team’s lives, and your customer’s lives:… Next Post How to Get Your Clients Ready for Tax Season Written by Natalie Pinon Natalie Pinon is a senior marketing manager for Intuit® ProConnect™. More from Natalie Pinon Comments are closed. Browse Related Articles Tax Law and News Consultant Spotlight: John Trammell Practice Management Why you should care about green cloud computing Practice Management Consultant spotlight: Steven G. Advisory Services Understanding your client’s relationship with mon… Practice Management Consultant spotlight: Jonathan Lovitt Practice Management ProConnect™ Tax spotlight: Megan Leesley, CPA Tax Law and News Boo! Extension season horror stories Tax Law and News Tax relief for victims of Hurricane Milton Practice Management Tax Season Readiness virtual conference—Nov. 13-14 Practice Management Lacerte® Tax spotlight: Tania Santos, EA