Simplify data collection.

 

Link is a secure online portal that helps you get the client information you need in an organized and convenient way. Link comes included with your Lacerte software at no additional cost.

Get started

 

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

Upload your clients' data directly from their financial institutions. 

Hear from your peers.

 

 

 

"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

 

Save time and stay organized with these key features.

 

Automated Reminders

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

 

Custom Branding

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

 

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 Lacerte.

 

Send your client a checklist
based on prior tax year.

 

Track your client's progress
from the client list in Lacerte.

See how Link works for your clients.

 

 

Client 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.

Get started

Save time and securely collect your clients' tax information this season with Link.