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.
For tax professionals
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.
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.
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.
"Link has transformed my workflow for over 90
percent of my clients, and I can confidently say
that I would not have filed as many returns last
year if I wasn’t using Link."
- Elizabeth F., CPA, J.D., LL.M.
"We see about 15 percent savings
with each client using Link.
- Angela I., CPA
"Link has allowed us to cut some return times in half!
As we continue to grow, Link has gone
from intriguing to necessity in short order."
- John W., CPA