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Link Learning Library

Link is a data collection portal included in your software to make it easy to collect tax data and documents from your clients.

 

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

  Taxpayer Guide to Link (PDF)

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

  How to Invite Clients (PDF)

  How to Set Up an Email Template (PDF)

  How to Set Up Checklists (PDF)

  How to Set Up a Questionnaire (PDF)

 Customizing Engagement Letters (PDF)

Link for ProSeries video resources

 

Link for ProSeries: Start to Finish
(5:00)

 

Link Taxpayer Experience
(5:15)