Link makes collecting your clients' data simple. We're always working on new features and functionalities to make data collection fast, easy, and organized.
This article is updated on an ongoing basis when new features are introduced.
- No longer does the taxpayer have to go through the document checklist one item at a time to upload. Now they may upload in bulk. The system will categorize the uploads based on their document type and the remaining items on the checklist, leaving any additional documents to be bucketed by the preparer.
- In Link settings, streamline your workflow with reusable templates for engagement letters, questions, and document checklists that you send often. You can start a template from scratch, or copy a pre-made Quickstart template and customize it
- Now you can use Link to gather tax information for all of your clients, not just individuals.
- Collaborate with clients who share the same email address, like a child and parent who file separate returns.