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

 

 


Recorded Webinar:
Client Connection Suite - Link & eSignature (1:00:02)

Kevin Reinard, product specialist, walks through Intuit collaboration tool and getting digital signatures on the 8879.

 


Recorded Webinar:
Accounting Today: Data Collection and Finish & File (56:59)

Steve Wheelis and Jackie Meyer present a walkthrough of Link and eSignature.

eSignature Videos

 

 


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 Videos

 

 


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.