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.

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Learn why you and your clients will love using Link. 




For taxpayers



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. 


Upload your clients' data directly from their financial institutions. 

Hear from your peers.


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. 


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

Document Requests

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.


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.