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Using Intuit Link in ProSeries

SOLVEDby IntuitProSeries Basic25Updated July 14, 2022

Intuit Link is a web-based tool that allows accountants to make real-time requests for questions and documentation across a secure server to their clients.

What can I do with Intuit Link?

With Intuit Link, accountants can:

  • Easily send the Tax Organizer (checklist and questionnaire) from ProSeries.
  • Capture all client tax data through a single portal.
  • Speed up your workflow by using one place to collect, track, and access client tax data and documents.
  • Use the Link Dashboard to see what's been requested, what's been received, and what's outstanding.
  • Safeguard the clients' data leveraging bank level security (256-bit encryption).

How do I use Intuit Link with ProSeries?

  1. Go to the Form 1040: Individual HomeBase.
  2. Locate the Intuit Link column.
  3. Click on Invite next to the client to receive the invitation. 
    • This will send the client data to Intuit Link. Continue with the steps below to send an invite to the client.

proseries-intuit-link-1.jpeg

  1. Click Get Started to continue.
  2. Check the boxes for the information you want to send to Intuit Link and click Send.
    • Send Client Data (checked by default) - This will send the client's first and last name, email address and mobile phone number to Intuit Link.
    • Create Checklist - This sends a checklist based on data from ProSeries.
    • Include Questionnaire - This sends a custom or the default questionnaire.

proseries-intuit-link-2.jpeg

  1. Click Go to Link and sign in to accountant portal.

To send an invitation and all data requests to the client, click on the Send Draft Request button:

send-draft-request-intuit-link.jpeg

To send an invitation only and not any requests, click Back to Overview in the top left of the screen. Then, click Invite under the Actions column.

back-to-overview-intuit-link.jpeg

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