Starting January 2022, I am starting a new client portal system called Intuit Link. It’s secure, free, and easy to use.
Step 1: Client will receive an invitation to Link portal to sign up for an account. Smartphone is required. Note: If you have a pre-existing Intuit product like QuickBooks or Mint, the password entry will be the same.
Step 2: Client will be able to share tax data including file uploads, smartphone photos and imports from financial institutions.
Step 3: Once you’ve uploaded and answered all of your tax questionnaire, please send me an emailed reminder, and I will get back to you as soon as possible. Sit back and relax, while your taxes are being done.
For additional information, you can view the video about Link for taxpayers.
