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 tax professionals
Avoid the risk of sending your clients' confidential information by mail, email, or unsecured file-sharing and protect them with 256-bit encryption.
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.
Reduce manual input errors by importing data directly from your clients' documents and financial institutions.
Save time and stay organized with these key features
Create and schedule automated reminders for individuals or all clients, depending on custom criteria.
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.
Ask your clients to use Link by sending them a message directly from your tax software.
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.