Link is a data collection portal included in your software to make it easy to collect tax data and documents from your clients.
Intuit Accountants just released the first-annual 2022 Taxpayer Insights & Intelligence Brief.
Link Learning Library
Getting Started with Intuit Link
See how easy it is to get started using Intuit Link. Learn about the key features: how to invite clients, personalized engagement letters, checklists, and custom questionnaires.
Link for ProConnect video resources
Link Overview
(6:05)
Engagement Questions
(1:55)
Act on a taxpayers behalf
(1:45)
Upload a final return
(1:08)
Delete and reinvite clients
(1:52)
Accountant upload
(1:37)
Batch upload
(3:14)
Import drawer
(4:36)
Link for ProConnect how-to articles
Link for Lacerte video resources
Link for Lacerte: Start to Finish
(5:57)
Link Taxpayer Experience
(5:15)
Inviting Your Client in Lacerte
(1:06)
Engagement Letters
(1:35)
Setting Up Questionnaires
(3:30)
Setting Up Checklists
(2:00)
Link for Lacerte how-to articles
Link for ProSeries video resources
Link for ProSeries: Start to Finish
(5:00)
Link Taxpayer Experience
(5:15)
