Simple & Secure - How to get started
Intuit Link is the easiest and most secure way to share date from anywhere in the United States! You will know what information we need from you, see what you have already shared and best of all know when you are done.
If you have chosen us as your Tax Specialist this year, we will need you to complete the following steps to get started.
- From your email, accept the Intuit Link Invite and create an account (If you already have an Intuit account, you will use the same login and password).
- Within 24-48 hours of accepting the invite and creating your account, you will receive an email with our Engagement letter. Log into your Intuit account and follow the steps below to sign.
- Click on Continue To Do's
- View the Engagement Letter
- Click Next
- Sign your name and click Accept
**If you have a business that requires an additional engagement letter, you will need to sign both to continue.
Once the Engagement letter is signed, your account will update with a checklist of items needed in order for us to begin working on your Tax Return. You can add comments and ask us questions within the checklist as you go making this a simple and pain free process from start to finish!
Pro Tip: The fastest way to give us access to your tax data is by taking pictures of documents with your phone and upload them. You can retrieve documents directly from your bank, employer or simply by uploading straight from your computer.
If you need any assistance with Intuit Link, please feel free to reach out to us at Michelle@hamilton.cpa
We look forward to working with you this season!
For a step by step guide to using Intuit Link, click HERE.
