We've got the latest tax laws covered

Collaborate with your tax professional and share documents in a fast and easy way

Step 1 - Request an Invitation to use the Portal

Link is a bank-level secure portal that allows you to collaborate with your tax professional and share documents in a fast and easy way. Get Started by simply entering your name and e-mail address to receive the invitation

Step 2 - Login or Register into your Intuit account

Accept the invitation sent to your email and sign in/create an account with Intuit. View the online organizer, review your document checklist and enter your basic information

Step 3 - Start collaborating with your Tax Pro

Review the engagement letter, answer the questionnaire and upload documents to your checklist by snapping photos with your mobile phone or any device or download them directly from your provider

eSignature

We accelerate the path from preparing to filing returns by giving you an easier way to sign. With eSignature, you can review and sign from anywhere, on any device. So you can get a Form 8879 signed in minutes, not days.

Pay by Refund

Our services include your tax preparation fee being paid out of the refund, as well as being enrolled in identity theft protection. We offer the following disbursement options:
Electronic Refund Check
Electronic Refund Deposit

Protection Plus

Not only do we relieve the tax professional of audit headaches, we also offer up to $2500 in reimbursement in the event of a legitimate preparer error