Hub works effortlessly with Link, a user-friendly online portal that helps you collaborate more effectively with your clients to gather their information for tax season.
Through Link, you can seamlessly create and send personalized requests to clients to request documents and information. You can also leverage templates already created within Link or create specific requests based on previous years returns.
You're also able to send reminders within Link if you would like to follow-up on outstanding items.
Together, Intuit Hub and Link streamline document management in ProFile.