Link is a data collection portal included in your software to make it easy to collect tax data and documents from your clients.
Intuit Connect - October 28-30, ARIA Las Vegas: The premier event for all accountants to learn, connect, and get inspired.
Link Learning Library
Getting Started with Intuit Link
See how easy it is to get started using Intuit Link. Learn about the key features: how to invite clients, personalized engagement letters, checklists, and custom questionnaires.
Link for ProConnect video resources
Link Overview
(6:05)
Engagement Questions
(1:55)
Act on a taxpayers behalf
(1:45)
Upload a final return
(1:08)
Delete and reinvite clients
(1:52)
Accountant upload
(1:37)
Batch upload
(3:14)
Import drawer
(4:36)
Link for ProConnect how-to articles
Link for Lacerte video resources
Link for Lacerte: Start to Finish
(5:57)
Link Taxpayer Experience
(5:15)
Inviting Your Client in Lacerte
(1:06)
Engagement Letters
(1:35)
Setting Up Questionnaires
(3:30)
Setting Up Checklists
(2:00)
Link for Lacerte how-to articles
Link for ProSeries video resources
Link for ProSeries: Start to Finish
(5:00)
Link Taxpayer Experience
(5:15)
