Getting started with Tax Advisor

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Getting started with Tax Advisor

Here's how to get started:

Step 1 - Sync your clients

For Lacerte, follow the help article to Sync your Lacerte clients to Intuit Tax Advisor or learn from this video here. 

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. See How to identify clients for advisory in Intuit Tax Advisor

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 2024 and 2025? 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

• For blogs, bookmark the Tax Pro Center
• FAQ on Tax Advisor

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Additional resources

• Subscribe to Product Updates
• Browse help articles & webinars on the site Learning more about ITA
• Get expert help from your peers on the Tax Advisory Community page 
• Suggest and vote on new features on the Idea Exchange