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 Overview


Link: Engagement Questions 


Act on a taxpayers behalf 


Upload a final return


Delete and reinvite clients


Accountant upload

Link for Lacerte video resources


Link for Lacerte: Start to Finish


Link Taxpayer Experience


Inviting Your Client in Lacerte


Engagement Letters


Setting Up Questionnaires


Setting Up Checklists

Check out our free articles for more tax resources.

Link for ProSeries video resources


Link for ProSeries: Start to Finish


Link Taxpayer Experience