Hub and link

Introducing Intuit Hub & Link

Hub is a document management dashboard that will help you access customer information quickly and seamlessly.

Hub works effortlessly with Link, a user-friendly online portal that will help you collaborate more effectively with your clients to gather their information.

Together, Intuit Hub & Link will streamline document management in ProFile.

Overview

Learn why tax preparers like you will like Hub & Link

Learn about Hub and Link

Hub

Hub is your document management command centre

  • Hub is a dashboard within ProFile that will give you a birdseye view of your client documents and information.
  • You can access client contact information, check the status of a return and review any notes that may have been added.
  • Within Hub you will have access to document management sources, such as Link, to help you gather information from your clients in one secure place.
  • New! CRA’s Auto-fill my return is now available through Hub.
Closeup of Hub and Link profile
See how Hub works

How Hub helps organize your data

ProFile Hub

Easily access client information from one location

Client file status

See the current status of a client's file as it moves through your workflow

Add notes and comments

Add notes and comments to a client's file to keep everyone in your firm informed of the progress

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