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.
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 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.