Videos & Webinars
Resource center for eSignature and Link
Client Connection Suite Videos
Client Connection Suite:
Link & eSignature (2:45)
See how modernizing tax preparation and payments saves you and your clients time.
Link & eSignature Indepth Review (15:58)
Find out how to streamline your workflow in Intuit ProConnect
Lacerte with Link & eSignature.
Client Connection Suite Webinars
Client Connection Suite - Link & eSignature (1:00:02)
Kevin Reinard, product specialist, walks through Intuit collaboration tool and getting digital signatures on the 8879.
Accounting Today: Data Collection and Finish & File (56:59)
Steve Wheelis and Jackie Meyer present a walkthrough of Link and eSignature.
eSignature Plus Payments for Lacerte (1:42)
How to demo of using eSignature Plus Payments with your Lacerte software.
eSignature Sign-Up & Trial in Lacerte (1:13)
How to activate your trial for 5 free eSignature uses in Lacerte.
Lacerte eSignature Overview (2:17)
An overview of the eSignature dashboard, email setup, and purchasing.
Request eSignatures in Lacerte (2:54)
How to request an eSignature from your client and reviewing their electronically signed documents.
Client Review & Sign (2:21)
Reviews the tax payer's experience for providing an electronic signature for form 8879.
Link for Accountants (1:31)
Tax professionals (like you) love using Link to collect documents seamlessly from their customers.
Link for Taxpayers (1:01)
Learn why your customers will love using Link to simplify giving you their tax documents and data.
Link Taxpayer Demo (5:16)
See how your customers will experience Link.
How to setup Link with Lacerte (7:14)
How to get started with Link when using Lacerte.
How to setup Link for ProConnect Tax Online (7:25)
How to get started with Link when using ProConnect Tax Online.