Learn why you and your clients will love using Link. 

 

 

For taxpayers

 

 

For tax professionals

Manage and gather client data efficiently and easily.

 

Secure

Avoid the risk of sending your clients' confidential information by mail, email or unsecured file-sharing and protect them with 256-bit encryption.

Fast

Request client data with a few quick clicks and rely on automated reminders to help you get everything you need, when you need it, to complete returns faster. 

Accurate

Import your clients' data into the their return directly from their financial institutions and uploaded documents. 

Hear from your peers.

 

 

Save time and stay organized with these key features.

 

NEW! Automated Reminders

Create and schedule
automated reminders for 
individuals or all clients,
depending on custom criteria

 

NEW! Custom Branding

Ensure that your clients feel secure
and increase your brand awareness
by uploading your firm's logo in Link.

NEW! Custom Email Templates

Create and save as many email
templates as you need for your
client base.

Invite Clients

Ask your clients to use Link by
sending them a message
directly from your software. 

Questionnaires

Send easy-to-use questionnaires to
collect your clients' details and
information.

Document Requests

Let your clients know the exact
paperwork you need by
sending custom document
requests.

See how Link works for you.

 

 

Invite your client to Link
from ProConnect Tax Online.

 

 

Send your client a checklist
based on prior tax year.

 

Track your client's progress
from the client list in
ProConnect Tax Online.

 

 

See how Link works for your clients.

 

 

Clients completes the
personalized tax checklist

 

Client shares tax data including
uploads, smartphone pictures or
imports from a financial institution

 

Know when they’re done and you have everything you need to get started