This article provides a full walkthrough of Intuit Link for ProConnect Tax:
Step 1: Invite your clients to use Intuit Link.
Before the taxpayer can access Intuit Link, you'll need to invite them. See How to invite a client to Intuit Link using ProConnect for steps. This article also shows you how to troubleshoot if the taxpayer didn't receive the email.
Step 2: Taxpayer uses Intuit Link to answer questionnaire and upload documents.
Once you invite the taxpayer, they will need to click on the link in the email to setup their account or sign in. This activates the two way communication between you and the taxpayer.
This article has instructions for the taxpayer, including how to change their email address and upload documents: How do taxpayers use Intuit Link for ProConnect Tax?
Step 3: Access client responses and import documents into the tax return.
This article shows you how to access the link portal in ProConnect: Intuit Link access in ProConnect.
- See Using Intuit Link to import documents into a ProConnect return for overall usage including what forms you can import.
- You can also use the new data input drawer while your inside of the clients return. See Using the input drawer to import data and more in ProConnect
Advanced Options: Customization, Tracking and Sending Documents to the taxpayer.
Now that you've seen the basic workflow on how to communicate with your client via Intuit Link there are some more advanced features you can explore. Intuit Link in ProConnect Tax shows you how to customize your Intuit Link settings and organizer template, track client progress, and send the completed tax return to the taxpayer.
