Link Learning Library

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Select your product to see resources: Lacerte ProConnect Tax Online ProSeries

 

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 RESOURCES FOR YOUR CLIENTS 


taxpayer-webpage

LINK FOR LACERTE VIDEO RESOURCES 


 

 

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

 

 

Link Tax Payer 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 LACERTE HOW-TO ARTICLES


LINK FOR PROCONNECT TAX ONLINE VIDEO RESOURCES 


 

 

Link Advanced Organizer (1:31)

 

 

Link Tax Payer Experience (5:15)

 

 

Link for ProConnect
Tax Online
 (7:24)

LINK FOR PROSERIES VIDEO RESOURCES 


 

 

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

 

 

Link Tax Payer Experience (5:15)