Item status
- Quickly see and mark which items have not been answered, are ready for your review, ready to be entered, and completed. Learn more here.
Activity feed
- An audit log that shows the history of your taxpayers questionnaire answers, uploaded documents, and comments. Learn more here.
Client comment indicator
- Quickly identify new comments from clients while working on their tax return. The 'new comment' indicator appears blue when there's a new comment, then gray after it's viewed. Learn more here.
Data import
- View requests, answered questions and uploaded documents from within the return and import 7 forms including 1099s and W2s directly into your return. Learn more here.
- Added the ability to change the document type so you may import the data.
Setup
- Create a custom email invite and engagement letter for clients.
Client portal
- Clients can sign the engagement letter, answer questions, upload and import requested documents and connect to financial institutions.
Client activity emails
- Set up notifications to let you know when your clients have been active in Link.
Share tax return
- Share a PDF of the full tax return with your Link clients. Learn more here.
Dashboard Improvements
- Ability to mark requests as done and remove these from the view, as well as sorting by the last activity date of the taxpayer. Learn more here.
Client search
- Search for clients by name or email address from the Link dashboard. Learn more here.
Delete client documents
- Delete client files from Link documents together in one screen. Video
Taxpayer improvements
- Ability to mark that an item doesn't apply for this year. Video
Act on taxpayers' behalf
- Answer questions and upload documents as though you're the client.
Firm logo
- Upload your firm logo to customize your organizer requests. Video
Prior year data
- Accountants can view prior year requests and document submissions from clients.
Client document deleting
- Taxpayers now have the ability to delete documents from their checklist in Link. Video
Download PDF
- Download signed engagement letters as a PDF. Video
Client document view
- Taxpayers can view all uploaded documents together on one screen. Video
Collaboration
- Share comments between preparers and clients in the context of an organizer item. Video
Resend Invitation
- Resend an invitation that was previously sent. Video
New document uploads
- Allow Taxpayers to upload new documents not included in the checklist. Video
Edit requests
- Update previously sent requests with new questions or additional document requests. Video
Custom questions
- Edit templates, customize questions and document requests. Video
Link dashboard
- Track request progress via the Link dashboard. Video