What is Hub?
Hub is a document management dashboard that helps you access customer information quickly and seamlessly so you may process returns more efficiently.
Within Hub, you can access client contact information, check the status of a return and review any notes that may have been added.
Within Hub you have access to document management sources, such as Link, to help you gather information from your clients in one secure place. More data sources like AFR will be added throughout the season. Hub will be your one-stop shop for all of your data sources and much more.
How does Hub work with Inuit Link?
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.
How much do Hub and Link cost?
Hub and Link are complimentary with a full ProFile license. Customers need to have purchased a ProFile T1 module.
What tax years does Hub support?
Hub supports tax years 2014 to 2020 for T2 module.
Hub supports tax years 2015 to 2020 for T1 module.
How does Hub and Link interact with ProFile Review?
Hub and Link are separate applications that do not interact with ProFile Review. Hub and Link are the evolution of ProFile Review.
How does Hub and Link interact with Classic DB and/or Client Explorer?
Hub and Link are separate applications that do not interact with Classic DB or Client Explorer. We will be adding more functionality to Hub throughout the season.
How does Hub support linked spousal returns?
Hub currently does not support linked spousal returns. This functionality will be added to an upcoming release.
How does Hub work with the option password?
If you have set an admin password in ProFile, you will need to enter it again when setting up Hub:
When you first open Hub, you will be presented with the "ProFile Hub Set Up" window.
Click on the "lock" icon in the bottom left corner:
You will be prompted enter your admin password. Enter your password and click the "OK" button.
You are now able to set up Hub for your local or network server.
Is there a "bulk" invite option in Hub?
No, not at this time. This feature may be added at a later time.
Is there a limit to the number of questions that can be added to a Hub questionnaire?
There are no limits to the number of questions.
Is there a limit to the number of checklist items that can be added to a Hub checklist?
There are no limits to then number of items.
Is there a specific file type that must be uploaded on a Hub checklist?
No, any type of file may be uploaded.
Is there a size limit on the files that can be uploaded on a Hub checklist?
No, there is no size limit.
Why is HUB giving me an error for the SIN and/or email address of the client I'm trying to invite?
Some users may encounter this error message:
Confirm that the accountant has used a valid SIN number and email address for the client. Note that the same SIN and/or email information cannot be used for multiple returns.
How do I review documents my client has provided?
You can check the responses from clients in Hub; the details of their responses display in Link.
After clients have accepted a request for documents or information, a progress bar displays in Hub corresponding to the progress the client has made in responding or providing materials. The progress bar indicates the level of completion the client has achieved (e.g., 4/5 documents provided).
To review the specific materials provided by the client, click on the progress bar.
Link opens, where you can review in detail your client's returned materials or information.
Where do my client's messages to me display in Hub or Link?
If a client sends a message to the accountant, the messages appears on Link: