Embedded Files
Intuit Link is a secure, encrypted website provided by Intuit for us to safely share financial documents. It is managed by the same company that is the provider of my tax software, Lacerte. Once you have an account, I will provide a questionnaire and a listing of documents for you to provide.
You may provide additional documents as well. Please email or call me if you have any troubles. Be sure you are entering information in the correct tax year!
An instructional video is below, if needed.
⬇ Note tax year below ⬇
Click the link here to the right to open Intuit Link! ----->
Once logged in, the screen will look like this. You can continue through the "to-do" list one screen at a time.
Please go through the questionnaire to be sure we haven't missed whether something has changed from the prior year or you have some new/different.
When you click on the Documents tab, you can see everything on the documents that were requested.
Page updated
Google Sites
Report abuse