Learn why you and your clients will love using Link. 

 

 

For tax professionals

 

 

For taxpayers

Manage and gather client data efficiently and easily.

 

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Secure

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

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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. 

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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.

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NEW! Automated Reminders

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

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NEW! Custom Branding

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

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NEW! Custom Email Templates

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

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Invite Clients

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

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Questionnaires

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

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Document Requests

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

See how Link works for you.

 

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Invite your client to Link from
Lacerte and send them a checklist.

 

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Know exactly when your client
accepts your invitation.

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

 

 

See how Link works for your clients.

 

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Your client logs in to Link and
answers the questions in their
checklist.

 

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Your client shares tax data including uploads, smartphone pictures or
imports from a financial institution. 

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When your client completes the

process, Link will notify you when

you can get started.