I work for a Tax and Accountancy firm in Scotland that helps clients file their US returns. We currently use ProSeries and we're looking at utilising Intuit Link for ProSeries. I've researched the product quite extensively across the website, but cannot get sufficient information about one aspect of it:  the uploading of client data directly from the 'financial institutions'. We'd like to know firstly, what this feature actually is; secondly, who are these financial institutions and thirdly; who can use the feature? In one entry on the website it says that the client uploads this information for the agent to view / collect, but elsewhere on the site it suggests that the agent of the client can do it directly. Which is true? If we, the agent, can access it directly, then how is this done and what processes are involved in securing the necessary permissions from the client (and presumably from the relevant financial institution too) to do it?