Intuit Tax Advisor is now included your 2024 ProConnect Tax or Lacerte software. Create custom-branded, client tax-savings plans in minutes from their return.
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- ProductsProducts
- Professional tax softwareProfessional tax software
- Intuit Lacerte TaxTap into highly powerful tools designed for complex returns and multiple preparers.
- Intuit ProConnect TaxGain added flexibility delivered fully on the cloud with nothing to download.
- Intuit ProSeries TaxGet simple forms-based screens and one-click access to calculation details.
- See all tax software
- Workflow add-onsWorkflow add-ons
- Intuit Tax AdvisorCreate automatic tax plans for clients using tax return data mined from your ProConnect Tax or Lacerte software.
- Hosting for Lacerte and ProSeriesPut your Lacerte or ProSeries software on the cloud for built-in security, automatic backups and less IT stress.
- eSignatureGet any document signed securely from any online device, all done with quick clicks inside your tax software.
- Protection PlusProtect your clients from audits, tax notices and identity theft with $1 Million Tax Audit Defense™.
- Pay-by-RefundGive your clients the option of no upfront, out-of-pocket costs and give yourself an easy way to get paid with refund transfers.
- Intuit Select Pro StaffingBuild capacity, grow your business and increase productivity when you work with tax experts vetted by Intuit.
- See all workflow add-ons
- Accounting solutionsAccounting solutions
- QuickBooks Online AccountantAccess all your QuickBooks clients, resources, and tools under one login from anywhere.
- QuickBooks Accountant DesktopGet all the power of QuickBooks in a one-time purchase accounting software installed on your office computer
- EasyACCTGain a proven solution for write-up, A/P, A/R, payroll, bank reconciliation, asset depreciation, and financial reporting.
- Training & EducationTraining & Education
- Learning, news, and insightsLearning, news, and insights
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- Contact us
- Looking for QuickBooks help?Looking for QuickBooks help?
- For Sales: 844-877-9422
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Level up your winning strategy
Get started now with your three free credits
Unlock unlimited tax advisory for a client in three easy steps
Start generating custom tax plans for clients
Deal ends 1/31
$75$75per client credit
$75$75per client credit
Each client credit enables you to generate unlimited tax plans for one client within the calendar year.
Average fee charged for tax advisory services is
5x more than tax preparation fees.
$2,351
*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.
Accounting solutions
Call Sales: 844-877-9422
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