Join us January 10–11 for the 2024 Tax Season and Advisory Readiness free virtual conference. 
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Tax prep and advisory tools together

Develop personalized tax savings plans for your clients with less work and less time using the only tax planning tool that seamlessly integrates with ProConnect Tax or Lacerte

Strategies generated from ProConnect or Lacerte software

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Enhance your tax practice with a proactive planning tool

  • Minus the spreadsheets, presentation slides, or other software
  • Create a baseline with information like income, revenue, and deductions from previous returns 
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Personalized tax plans

Customize with smart suggestions

  • Integrated with Intuit Lacerte Tax and Intuit ProConnect Tax
  • See a strategy tip or insight in real time as you work on a plan
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Client-friendly reports

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Help your clients manage expectations all year round

  • Forecast tax savings in minutes using previous returns
  • Quantify savings by strategy for measurable results
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Start offering tax advisory services for your clients

Develop personalized tax savings plans in less time and with less work using Intuit Tax Advisor.