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


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

Link for ProSeries Video Resources


Link for ProSeries: Start to Finish


Link Taxpayer Experience