Seamless integration. Boundless innovation.

Generate tax strategies and create custom tax plans in minutes all within ProConnect or Lacerte.

Connect with ProConnect

Amplify your tax advisory and planning capabilities with Intuit Tax Advisor seamlessly integrated in the software. Discover new ways to create value for clients.

Explore ProConnect

Connect with Lacerte

Elevate the entire firm with Intuit Tax Advisor—seamlessly integrated to deliver a series of insights that unlock value on even the most complex returns.

Explore Lacerte

How advisory works within your software

What is advisory >

Delight clients with a report that quantifies tax savings

See sample report

Intuit Tax Advisor makes offering advisory services easy

Build custom tax plans in minutes not hours

Strategies generated from ProConnect or Lacerte

Maximize an additional revenue stream

Access library of tax strategies or create your own

Get client-friendly reports that quantify tax savings

Uncover more ways to advise clients

Learn more

" This was built for the accounting professional ready to make a change in their firm and their clients' lives."

AL-NESHA, CPA, ASE GROUP

Self-paced training, webinars, and videos you can access anytime

Explore training

Have specific questions?
Talk with an advisory specialist at 844-728-6862

- *Intuit Tax Advisor: Intuit Tax Advisor is offered as an optional service through December 31, 2024. Additional terms, conditions and fees apply. Starting on or after January 1, 2025, access requires Fast Path for each Lacerte user or User Access for each ProConnect Tax Online user who is required to create and prepare Intuit Tax Advisor plans. Any advisory impact is estimated and not guaranteed. Additional terms and conditions may apply.
  
  Streamline your tax planning process can create custom tax plans for all your clients with Intuit Tax Advisor, which is included in your 2024 Lacerte software.