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Common questions about using Intuit Link

SOLVEDby IntuitIntuit Link4Updated July 13, 2022

This article will help you with common tasks in Intuit Link.

Follow these steps to download chat logs, messages, and comments from Intuit Link:

  1. Sign in to Intuit Link.
  2. Select the Client's Name to open Client Details.
  3. Above the list of requests, select Download Responses (.csv) file.

Intuit ProConnect Link is free with your purchase of Lacerte or ProSeries.

Pay-Per-Return customers will need to purchase Remote Entry Processing (REP) at least one return to get access to Link. Please wait 1 business day after the purchase is made to access Intuit Link.

Accountants can sign up to receive notifications from Intuit Link to inform them that their clients have been active answering questions and/or uploading documents in Link.  The accountant will receive notifications via email at ~6:00 am if one or more of their clients were active in Link the day before.

When logging in to Intuit Link for the first time, you'll be asked if you want to opt in to receive email notifications to inform them when their clients have been active in Intuit Link.

To start receiving email notifications, slide the Opt In bar over to the right and enter the email address where to receive the notifications from Intuit Link. Then, click Save to save your preferences.

To opt out from receiving notifications from Intuit Link, slide the bar over to the left. When notifications are turned off, the word NO will appear.

 

To receive the daily notifications on multiple email addresses, click Add Another and enter the desired email address. There is no limitation on the number of email addresses that can be added.

To change your notification preferences later:

  1. Click Firm Settings in the left panel.
  2. Go to section titled Client Activity Emails.
  3. Make you desired changes.  To opt in, slide the bar over to the left.  To opt out, slide the bar over to the right.
  4. Then click Save.

 Accountants will receive an email similar to the one below if one or more of their clients have been active in Intuit Link on the previous day.

 

To view the active clients:

  1. Click View Client's Activity.
  2. This will take you to the Link Overview page where the client list will be sorted by Last Activity.  To view the client's responses, click Review under the Actions column.

 

Templates created on the Intuit Link website don't integrate with the Lacerte or ProSeries desktop programs. To use a template that's created on the Intuit Link website, first invite the client to Intuit Link from the desktop program.

  1. Click on Firm Settings on the left navigation bar.
  1. Select the Request Templates tab.
  1. Click New Template to create a template from scratch.
  1. Enter the name of your custom template in the Untitled Template field.
  2. To add an engagement letter to the template, click Add Engagement.
  3. Type the engagement letter in the filed provided. If this template is going to be used with multiple clients, use the provided places holders:
    • client name = $client_name$
    • firm name = $firm_name$

intuitlinkrequesttemplates4.jpeg

  1. To add questions to your custom questionnaire, click Add Question and then type your question in the field provided.
  2. Then select the question type; Yes or No or Open Ended Question.
    • Repeat the steps 7 & 8 to add additional questions.
  3. To add a document request, click Add Document Request.
  4. Enter the name of the document you're requesting and the name of Provider (optional).
    • Repeat steps 9 & 10 to add additional document requests.

intuitlinkrequesttemplates5.jpeg

  1. Click Save to save your template.

Intuit Link Plus has sample templates that you can use to send out to your clients or you can make a copy and then modify it to suit your needs.

 

The sample templates can't be modified, but you can make a copy of any of the three samples and then make modifications to the copy.

To make a copy of the sample template:

  1. Go to the Request Templates tab.
    • You'll see three sample templates: Individual, Partnership, and S-Corp.

1sampletemplate.jpeg

  1. Select the sample template you need a copy of.
  2. Click the copy icon.
    • You may also scroll down to the bottom of the page and click the blue Copy button.

2sampletemplate.jpeg

  1. You'll then see a copy of the sample template. Click in the Template Name field to change the name of the template.

3sampletemplate.gif

To modify the questionnaire:

  • To modify the questionnaire description, click inside the field and enter the desired text.
  • To change the question type, click the drop down arrow and select either Open Ended or Yes or No.
  • To delete a question, click the trash icon.
  • To add a new question to the questionnaire, click Add Question at the bottom of the questionnaire list.

4sampletemplate.gif

To modify document requests:

  • To modify the description of the document request, click inside the field and enter the desired text.
  • To delete a document request question, click the trash icon.
  • To add a new document request, click Add Document Request at the bottom of the Documents list.

5sampletemplate.gif

  1. Open the client that you want to send the request to.
  2. Click Add Request.
  3. In the Add Request window, click Request Templates.
  4. Click the arrow in the Template field and select your custom template to see a preview of the request.
  5. Click Save.
    • The request list will automatically fill in with the document and questions from the template selected.

1addrequest.gif

Alternative method:

  1. Click the arrow next to Add Request.

2addrequest.gif

  1. Select your custom template or one of the sample templates.
  2. The request list will automatically fill in with the document and questions from the template selected.
    • When you're ready to send the requests to your client, click Send draft requests.

You can lock requests that the client has completed. Once a request is locked, the client won't be able to change their responses.

 

You can only lock items that have been completed by the client.

To lock a response:

  1. Sign in to Intuit Link.
  2. Find the desired client on your Client List.
  3. Click Review in the Actions column.

lockresponses1.png

  1. Find the request(s) you want to lock and prevent the client from changing their response.
  2. Mouse over to the column with a lock icon and check the box.
    • To unlock the request, uncheck the box.

lockresponses2.png

When a response is locked, the request will be unavailable on the taxpayer's Intuit Link portal and the taxpayer won't be able to change their response. Locked questions will have a green checkmark and will have the following text: Accepted by your tax professional. See the image below for the taxpayer view.

lockresponses3.jpeg

To download the engagement letter as a preparer:

  1. Select the client's name from the Intuit Link client list.
  2. Click the View button on the engagement letter item line.
  3. Select Download as PDF.
  4. Save the PDF to the desired location.
    • To print the engagement letter, open the PDF with the preferred PDF viewer, and then print.

To download the engagement letter as the taxpayer

  1. Go to the To Do's tab.
  2. Find the engagement letter in the To Do's list.
  3. Select Download as PDF.
  4. Save the PDF to the desired location.
    • To print the engagement letter, open the PDF with the preferred PDF viewer, and then print.
 

Email templates created on the Intuit Link portal won't be available when requesting client data via Lacerte or ProSeries.

Follow these steps to create custom email templates:

  1. Sign in to your Intuit Link account.
  2. From the left of the screen, select Firm Settings.
  3. Go to the Email Templates tab.
  4. Click the New Template button.
  5. Give your template a title, subject, and type the desired text in the Email Body section.
    • You can use tags as a placeholder in your letter for the client name and your firm name.  Intuit Link reads the tags and replaces it with your client's name. The same goes for the Firm Name tag. Intuit Link reads the tag and replaces it with your actual firm name.
  6. Click Save to save you template.
  7. Repeat the steps above to create additional templates.

Now when you send an invitation, a request for data, or a reminder to your clients, you can select the appropriate template from the Templates selection menu.

Reminders are client specific and you can create multiple reminders for one client. To create reminders for multiple clients, you need to go into each client and setup the reminders individually:

  1. Login to your Intuit Link account.
  2. In your client list, select the client that you need to set up a reminder for.
  3. On the Request Activity screen, click the Reminders tab.
  4. Click the Add Reminder button on the right side of the screen.
    • You will now see the Add Reminder screen.  The email address will default to the clients email address in Intuit Link.
  5. If you created a custom reminder email template in the Email Templates section, click the arrow to select it from the list. 
    • When you select a custom email template, the subject and email text will automatically populate with text from your custom template. Otherwise, leave the Templates field blank and manually type in the subject and email text.
    • To create a custom email template, click the gear icon to go to the Email Templates setup area. See "How do I create custom templates?" above for instructions.
  6. Select a frequency button.
    • You can setup a one-time reminder, as well as daily, weekly, or monthly reminders. Daily, weekly, and monthly reminders require a start and stop date.
    • Reminders are sent out at around 6:00 AM CST.
  7. Click Setup Reminder to save reminder for your client.
  8. To create additional reminders, repeat the steps above.

The reminders will now be shown on the Reminders screen in a Scheduled status. The status will change to Sent after it's been sent to the client on the morning of the scheduled date.

Intuit Link customers will be able to send a one-time email reminder to all clients who haven't accepted their invitation yet.

Before you start:

  • Clicking on the Invitation Reminder button will send a reminder email to all clients who have a pending invitation.
  • To see a list of clients who have a pending Link invitation, click on the Invite Pending filter at the top of the screen.
  • The Invitation Reminder button will unavailable after any preparer in the firm who has access to Intuit Link presses the button.
  • The button becomes unavailable after the first use is to prevent from inadvertently sending out multiple reminder emails in multi-user environments.
  • The button will re-enable at the first of each month.

To send an invitation reminder to all clients:

  1. Click the Invitation Reminder button at the top of the Intuit Link client list.
  2. Next, you'll see the Invitations Reminders Template where you can customize the email reminder that will be sent to your clients with a status of Invite Pending.
  3. Click Continue to send the reminder email to All clients who have a pending Intuit Link invitation.

Invite_Reminder.png

You can send emails to clients who haven't completed the questions or uploaded requested documents.

To notify the client:

  1. Sign in to your Intuit Link account.
  2. Find the client you want to send the reminder email to.
  3. In the Actions column, click Review.
  4. Select the Notify Client button.

Notify_Button.jpeg

  1. Wait for the Send a Notification email window to appear on your screen. 
    • You can modify the text in the reminder email here.
  2. When ready to send the email to the client, click Send Notification.

Send_Notification.jpeg

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