Collect documents as easy as 1, 2, 3
How it works for you
In your tax software, prepare your tax organizer and send it to your client with an invitation to use Link.
Track your client’s progress in accomplishing your requests and follow up if necessary.
Know when they're done, so you can start importing data and working on their return.
How it works for a client
Your client accepts your invitation and understands what they need to send you.
Your client shares their tax data, including file uploads, smartphone photos, and imports from their financial institutions.
Your client is delighted to know they’ve gotten you everything you need and excitedly awaits their tax refund.
See how Link can make your lives easier
For taxpayers
For tax professionals
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
Reduce manual input errors by importing data directly from your clients' documents and financial institutions.
Link has transformed my workflow for over 90 percent of my clients, and I can confidently say that I would not have filed as many returns last year if I wasn’t using Link.
We see about 15 percent savings with each client using Link.
Link has allowed us to cut some return times in half! As we continue to grow, Link has gone from intriguing to necessity in short order.
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 tax software.
Questionnaires
Send easy-to-use questionnaires to collect your clients' details and information.
Document request templates
Customize and save frequently used lists of documents that you request from clients.
Explore advanced features to optimize Link for your practice by visiting the Link Learning Library
