Simplify client data collection and document organization.

Intuit Link is a free and secure way to collaborate with your clients to request, access and store their documents. Once you have the info you need, you can automatically import the data directly into your clients' tax returns.

Learn why you and your clients will love using Link. 

 

 

For taxpayers

 

 

For tax professionals

Collect + Organize

 

 

Keep client data safe, and right where you need it.

Access all of your documents from a single, encrypted, online location. Whether you’re using the shared space with your client or privately storing documents for firm access only, you’ll always have your data waiting for you in one, secure place.

 

Collaborate with clients quickly and easily.

Send document requests and checklists to your clients in a few clicks. Rely on automated reminders to ensure your clients are getting you the data you need to get returns finished faster.

 

Import client data right into the return.

Spend less time inputting data with accurate data importing. Automatically merge information from your client’s uploaded documents and imported financial institution information directly into their tax return.

 

Save time and stay organized with these key features.

Compare Link to other client data collection options >

Hear from your peers.

 

Explore advanced features to optimize Link for your practice by visiting the Link Learning Library >

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collecting client data with Link.

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