Learn why you and your clients will love using Link. 

 

 

For taxpayers

 

 

For tax professionals

Manage and gather client data efficiently and easily.

 

lock

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-fwd

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

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.

link-pto-alert

 

NEW! Automated Reminders

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

link-pto-secure

 

NEW! Custom Branding

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

link-pto-template

NEW! Custom Email Templates

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

link-pto-email

Invite Clients

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

link-pto-question

Questionnaires

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

link-pto-doc

Document Requests

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

See how Link works for you.

 

pto-link1

 

Invite your client to Link
from ProConnect Tax Online.

 

ptolink2

 

Send your client a checklist
based on prior tax year.

pto-link3

 

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

 

 

See how Link works for your clients.

 

link1

 

Clients completes the
personalized tax checklist

link-2

 

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

link3

 

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