Intuit Link is including in the PPR pricing. You may like to refer to this article for how the integration works: https://accountants-community.intuit.com/articles/1861474-using-proconnect-intuit-link-in-proseries
Before you actually use it with your clients, make sure you have tested it both as the accountant and client, to familiarize yourself with not only the workflow but also the quirks and shortcomings. You will need that knowledge to guide your clients, especially if they haven't used it before.
You may also like to search for threads related to Link so that you know what to expect. It doesn't matter much whether the discussion is associated with which Intuit tax product because it works almost the same way with each: https://accountants-community.intuit.com/search?filters%5Bcountry%5D=US&filters%5Bdocument_type%5D=Q...
---------------------------------------------------------------------------------
Still an AllStar
This discussion has been locked.
No new contributions can be made. You may start a new discussion
here
