Here's how to get started:
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.
What types of clients should you start with?
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.
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