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

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

You may receive an error message of "Client Failed During Processing" when you attempt to print organizers for one or more of...

You'll use last year's Lacerte program to send an E-Organizer for the upcoming year. See Accessing the Organizer or...

Get answers to frequently asked questions about Intuit Link Question 1 . A new client was invited in the tax year yet also...

With Intuit Link you can: Easily send the tax organizer (checklist and questionnaire) from Lacerte Capture all client tax...

The organizer and e-organizer use the prior year information to base the current year data off of; therefore, the organizer...

The current year organizer needs to be accessed from the prior year program. Click here for more information. To print...

This article will help you with common tasks in Intuit Link. Can I download my chat logs and comments from Intuit Link? Yes,...

How do I print blank organizers in Lacerte? To print blank organizers: Click on the Clients tab (to view the list of your...