ProLink How To

Filing your taxes has never been made easier!

Below you can find the step-by-step process for everything you need to do in regards to getting your taxes done. You will be emailed a link to Intuit ProLink which is a secure portal for transmitting your tax documents safely to me. This entire process can be done online using your computer, your mobile device, or a combination of both.

1. Log in or sign up for an account after accepting invitation to join

2. What you'll see once logged in

3. E-Sign the Engagement Letter

4. Answer the Questionnaire

5. Upload your tax documents

6. You're done! From here I should have all the information I need to prepare your tax return. If there is any more information I need, I will contact you via e-mail.

Report abuse