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Tax Planning
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Level 1
08-03-2022
01:42 PM
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Did anyone get in on the Beta test and are you thrilled with this product?
I was supposed to be in on test and have credits for a few client's but Intuit never came through with that. The tax plan seems very basic and we can't edit reports. Not sure if this is worth the fee per client plan. Thoughts?
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3 Comments 3
Intuit_David
Employee
08-04-2022
03:35 PM
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We had a limited number of spots for beta, and apologize that you didn't get an opportunity to participate. Anyone interested in testing out ITA can go here (link) to claim 3 free credits to give it a try!
CBANN
Level 1
11-16-2022
03:06 PM
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Sorry guys so far not impressed. Clunky and hard to use. These strategies were already in place for most clients. If I have a new client I have to set them up in proconnect and recreate the tax return so I can import - hopefully I have missed that because if that is the case this is just not workable.
