Comment
05-09-2023
01:53 PM
05-09-2023
01:53 PM
Status changed to:
Open for Voting
Thank you for taking the time to give us your valuable feedback. Intuit Tax Planner (ITA) was not designed to take the place of the Lacerte Tax Planner. One of the challenges we face with traditional tax planning is that it does not communicate tax savings, or your expertise as an advisor. In ITA you can utilize tax strategies, show tax savings, and, empower your clients to reach thier financial goals. You can add multiple strategies to one tax plan, as well as create additional tax plans with the same client file, using only one credit. More information is available in the upcoming Virtual conference, and in Live and On demand Webinars