- Quickly see and mark which items have not been answered, are ready for your review, ready to be entered, and completed. Learn more >
- An audit log that shows the history of your taxpayers questionnaire answers, uploaded documents, and comments. Learn more >
- 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 grey after it's viewed. Learn more >
- 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 >
- Added the ability to change the document type so you may import the data.
- Create a custom email invite and engagement letter for clients.
- Clients can sign the engagement letter, answer questions, upload and import requested documents and connect to financial institutions.
- Set up notifications to let you know when your clients have been active in Link.
- Share a PDF of the full tax return with your Link clients. Learn more >
- 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 >
- Search for clients by name or email address from the Link dashboard. Learn more >
- Delete client files from Link documents together in one screen. Video
- Ability to mark that an item doesn't apply for this year. Video
- Answer questions and upload documents as though you're the client.
- Upload your firm logo to customize your organizer requests. Video
- Accountants can view prior year requests and document submissions from clients.
- Taxpayers now have the ability to delete documents from their checklist in Link. Video
- Download signed engagement letters as a PDF. Video
- Taxpayers can view all uploaded documents together on one screen. Video
- Share comments between preparers and clients in the context of an organizer item. Video
- Resend an invitation that was previously sent. Video
- Allow Taxpayers to upload new documents not included in the checklist. Video
- Update previously sent requests with new questions or additional document requests. Video
- Edit templates, customize questions and document requests. Video
- Track request progress via the Link dashboard. Video