How do I invite a client to intuit link?

Follow these steps to invite a client to Intuit Link:

1. Open ProConnect Tax.
2. From the left of the screen, click Intuit Link.
3. Select the blue Create new request in the top right corner of the screen.
4. Select the client you need to invite.
5. Click Continue.
6. Make sure that the client’s email address is correct.

What is an Intuit link?

Intuit Link is an online portal for you and your accountant to connect and deliver tax documents to complete your tax return. No more bulky tax packets or piles of paper. Now you can deliver your information simply and securely online.

How do I use Intuit link?

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.

Is Intuit link free?

Intuit Link is complimentary with 2016 ProFile. Customers need to have purchased a ProFile T1 module or current year Service Pack.

Is Intuit Link Safe?

Intuit Link is a fast, smart and secure way for you to collaborate with your tax and accounting professional.

Does Intuit link have an app?

>> NOTE: There is no Intuit Link app. Simply open the browser on your smartphone or tablet and log in to Link. (You can click the link above to make sure you’re in the right place!)

Does Lacerte have a client portal?

Document Management and Client Portals for Lacerte & ProSeries. The #1 choice for DMS users who need a solution that can adapt to the needs of their firm.

How do I upload documents to Intuit?

How to upload documents from the Documents tab

1. Click on the client name in your Intuit Link client list.
2. Click the Documents tab.
3. Click Upload To Client.
4. Browse the hard drive to locate the file(s) you want to send to the client.
5. Select the file(s) and click Open.

How do I merge my Intuit accounts?

Merge 2 logins into one

1. From QuickBooks Online, click the Gear icon (⚙) and select Manage Users.
2. Verify that the Intuit ID with the email you’d like to use is listed.
3. Enter the ID’s current email to send an invitation.
4. Follow the instructions at the recipient’s email address to add the alternate user.

How much is Lacerte 200?

$2,750
Lacerte Individual Federal 200: $2,750 (w/ option to e-‐file at $7 per return) Customers planning to e-‐file more than 120 returns should choose the e-‐file version for greater value.

How do I download from Intuit link?

To download documents your taxpayer sent:

1. Sign in to Intuit Link.
2. Locate the client, and click on their name.
3. Press Download all files (.zip file).

How do I import a PDF into TurboTax?

Instructions

1. Sign into your TurboTax account to access returns for 2021.
2. Choose New Tax Return from the File menu.
3. Select Start a New Return.
4. When you get to the transfer screen, select Browse.
5. Navigate to your PDF file, select Open, and follow any onscreen instructions.