Get ready for next year

Before you start: Un-invite a client who has previously accepted the invitation Un- invite a client whose Intuit Link status...

Before you start: General usage questions: Questions about the taxpayer experience: How does Intuit Link work for my specific...

Once your taxpayer has accepted your Intuit Link invitation and uploaded documents via the client portal (or you've uploaded...

Before you start: To re-invite a client: Clients with an Invite Accepted status cannot be re-invited to a different email...

New for tax year 2020, you can use Lacerte to keep track of how much time you spend on each client's return. This article...

With Intuit Link you can: To send a tax year 2020 Link organizer from the 2019 Lacerte program: To send a Link organizer from...

Intuit Link makes data collection simple. Request and share documents and easily import them to the tax return -- all in the...

Description How do I export the client list information to an Excel file? How do I export the client list information to a...

Before you start: To import clients between the Corporate and S Corporate modules: The following limitations apply when...

This article will help you download your client's Intuit Link responses and documents. You can then save the information to...