Learn why you and your clients will love using Link.
For tax professionals
Manage and gather client data efficiently and easily.
Avoid the risk of sending your clients' confidential information by mail, email or unsecured file-sharing and protect them with 256-bit encryption.
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.
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.
NEW! Automated Reminders
Create and schedule
automated reminders for
individuals or all clients,
depending on custom criteria
NEW! Custom Branding
Ensure that your clients feel secure
and increase your brand awareness
by uploading your firm's logo in Link.
NEW! Custom Email Templates
Create and save as many email
templates as you need for your
Ask your clients to use Link by
sending them a message
directly from your Lacerte
Send easy-to-use questionnaires to
collect your clients' details and
Let your clients know the exact
paperwork you need by
sending custom document
See how Link works for you.
Invite your client to Link from
Lacerte and send them a checklist.
Know exactly when your client
accepts your invitation.
Track your client's progress
from the client list in Lacerte.
See how Link works for your clients.
Your client logs in to Link and
answers the questions in their
Your client shares tax data including uploads, smartphone pictures or
imports from a financial institution.
When your client completes the
process, Link will notify you when
you can get started.
Save time and securely collect your clients'
tax information this season with Link.
Save time and securely
collect your clients'
tax information this
season with Link.