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.
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.
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.