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Intuit Link frequently asked questions

by Intuit Updated 1 year ago

System requirements for Intuit Link

Please note that Intuit Link does not support Apple products.

The following computer configuration is required for Intuit Link:

  • Internet connectivity for licensing and auto-update features
  • .NET 4.5.2 installation & registration are required

Unsupported configuration elements

  • Windows servers software are not supported
  • Network/workstation install UNC path is not supported

Frequently asked questions

Link is complimentary with 2016 ProFile. Customers need to have purchased a ProFile T1 module or current year service pack.

Not at the present time, though this feature may be added at a later time.

Link data is stored in a secure facility in the United States. Intuit uses bank-level encryption to protect our customer's data.

If your client sends a message, it will appear in Link under Client Details > Requests.

You can check the responses from clients in Hub; the details of their responses will 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 will open, and you can review your client's returned materials or information in detail.

Ensure that the company name matches on both ProFile and Link:

  1. In ProFile, select Online Settings from the Online drop-down menu on the top toolbar.
  2. Review the company name.
  3. In Link, confirm that the company name in the top-right corner matches the company name in ProFile.

No. Currently, only the primary tax payer from a coupled or family linked return may be invited. The option to invite the spouse and other family members will be added at a later time.

ProFile Tax

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