Intuit Link
Client Portal
Referring Friends & Family - $100 Cash or Invoice Credit
Referring friends & family pays off! For every referral you provide that becomes a client, $100 dollars is deducted from your tax preparation fee at time of billing. You can have an unlimited amount of referrals. If you have extra referrals, you can use it for next year's tax preparation fee or simply request the cash. Word of mouth is the strongest form of advertisement. Why spend thousands of dollars on an ad campaign, when Legion would rather reinvest into its client base. Exceeding your expectations keeps you with us.
Important Note
This login portal cannot be used until you have accepted the client portal invitation that was emailed to you. We aim to send this email in the third Saturday of January of every year. The title of the email is "LEGION ACCOUNTING GROUP 20XX LINK EMAIL - IMPORTANT TAX MATTERS." Once you have accepted the client portal invitation you can access Intuit Link portal through the login button below or through the email that was sent to you. This does not effect prior years access.
Our client portal is Intuit Link. This allows our clients a secure way to answer the tax questionnaire and upload sensitive documents to Legion. You can access Intuit Link through a smartphone, tablet, laptop, or desktop computer. To begin you must accept the invitation email sent to you by our firm. Returning clients can access their past year documents anytime they wish.
Benefits:
Free year around access to current and previous year tax returns completed by Legion Accounting Group
Tax documents are easily and securely uploaded to your profile via a picture using your smartphone, tablet, laptop, or desktop computer
Profile has a status bar showing your progress as you enter information and upload your tax documents.
Conveniently collaborate back and forth with the firm remotely
Add comments to documents you upload
Encrypted with bank level security