Simplify client data collection.

Link is a secure online portal that helps you get the client information
you need in an organized and convenient way. Link comes included with your ProSeries account at no additional cost. 

 

Get started

 

Learn why you and your clients will love using Link. 

 

 

 

For taxpayers

 

 

For tax professionals

 

Manage and gather client data efficiently and easily.

 

Secure

Avoid the risk of sending your clients' confidential information by mail, email or unsecured file-sharing and protect them with 256-bit encryption.

Fast

Request client data with a few quick clicks and rely on automated reminders to help you get everything you need, when you need it, to complete returns faster. 

Accurate

Import your clients' data into the their return directly from their financial institutions and uploaded documents. 

Hear from your peers.

 

 

Save time and stay organized with these key features.

Automated Reminders

Create and schedule automated reminders for individuals or all clients, depending on custom criteria.

Custom Branding

Ensure that your clients feel secure and increase your brand awareness by uploading your firm's logo in Link.

Custom Email Templates

Create and save as many email templates as you need for your client base.

Invite Clients

Ask your clients to use Link by sending them a message directly from your ProSeries account.

Questionnaires

Send easy-to-use questionnaires to collect your clients' details and information.

Document Requests

Let your clients know the exact paperwork you need by sending custom document requests.

 

See how Link works for you.

 

 

Invite your client to Link
from ProSeries and send them a
checklist.

 

 

Know exactly when your
client submits their data.

 

Track your client's progress
from the client list in ProSeries.

 

 

See how Link works for your clients.

 

 

Your client logs in to Link and 
answers the questions in their 
checklist.

 

Your client shares tax data including uploads, smartphone pictures or 
imports from a financial institution. 

 

When your client completes the

process, Link will notify you when

you can get started.

Get Started

Save time and securely collect your clients' tax information this season with Link.