Intuit link

  • 23 October 2022
  • 1 reply

Userlevel 4
Badge +5

This will be my first season with Karbon/Intuit Practice Management. I like that with Lacerte I can have my tax software tied into my projects. I am a bit concerned about using Intuit link to request client documents as the client page has links to TurboTax etc.  Just send a bit weird. I know I can use client requests to get them info as well. 

Curious how you all would proceed. Use client request, for a more white label experience or Intuit Link which works allow for tracking of missing documents. 

1 reply

Userlevel 4
Badge +5

We started using IPM for our extension clients in June in learned a lot without being the the middle of tax season.  On such lesson is that we created client requests for the engagement letter, questions and documents section.  We then upload the files to LINK but no longer give clients access directly to LINK.  

We find that for additional questions and updating requests, the client requests in IPM works better updated requests via LINK.