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 Tax Online Video Resources

 

Link Overview
(12:08)

 

Link: Engagement Questions 
(1:55)

 

Act on a taxpayers behalf 
(1:45)

 

Upload a final return
(1:08)

 

Delete and reinvite clients
(1:52)

 

Accountant upload
(1:37)

Link for Lacerte Video Resources

 

Link for Lacerte: Start to Finish
(5:57)

 

Link Taxpayer Experience
(5:15)

 

Inviting Your Client in Lacerte
(1:06)

 

Engagement Letters
(1:35)

 

Setting Up Questionnaires
(3:30)

 

Setting Up Checklists
(2:00)

Link for ProSeries Video Resources

 

Link for ProSeries: Start to Finish
(5:00)

 

Link Taxpayer Experience
(5:15)