Link Learning Library
Link is a data collection portal included in your software to make it easy to connect with your clients.
Getting Started with Intuit Link (1:22)
See how easy it is to get started using Intuit Link. Learn about the key features: how to invite clients, personalized engagement letters, checklists, and custom questionnaires.
Link for ProConnect video resources
Link: Engagement Questions
Act on a taxpayers behalf
Upload a final return
Delete and reinvite clients
Link for Lacerte video resources
Link for Lacerte: Start to Finish
Link Taxpayer Experience
Inviting Your Client in Lacerte
Setting Up Questionnaires
Setting Up Checklists
Check out our free articles for more tax resources.