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Getting started with Tax Advisor

Intuit Alumni

Getting started with Tax Advisor

What's Tax Advisor like? Learn how Intuit Tax Advisor works through our Interactive Demo

Tax Advisor lets you to build custom tax plans in minutes with data generated from your Lacerte or ProConnect software. Claim three free credits and explore our interactive demos before getting started. 


Here's how to get started once you claim your credits

Step 1 - Sync your clients

For Lacerte, follow this Step-by-step guide to sync your clients or learn from this interactive demo

For ProConnect, your clients will sync after you sign in to Intuit Tax Advisor.

Step 2 - Identifying your tax advisory client

What types of clients should you start with?

  • Pick a client that listens to advice that you offer, one who actively asks you financially related questions 
  • Think of clients that have pushed business your way and trust you
  • Review clients with the best potential savings  (Select on this thread to learn how to review potential strategies and savings


Step 3 - With your first potential client, create a tax plan

Select the Pre-strategy baseline tab, where you can review the amounts imported from the return, and make changes to the Baseline column. What will be different between 2022 and 2023? Apply Insights and Strategies to discover potential savings for your client. 

For more step-by-step guidance, please see Create plans with Intuit Tax Advisor

Learn how to create custom strategies with this interactive demo. 

Step 4 - Continue your education about growing your advisory services




Additional resources