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Link

rchoma
Level 1

Is Link used primarily as a means to obtain clients data? Or can these documents be imported into the tax return? 

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itonewbie
Level 15

You can use Intuit Link as your basic client portal to collect and collate data and documents but Tax Import is a separate product you will need to purchase, AFAIK.

This is where PTO excels, in the sense that the tax import function, at least from Intuit Link, is fully integrated without additional charge.

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