Each credit enables you to generate unlimited tax plans for one client within the calendar year. Now available for ProConnect Tax and Lacerte.
- 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
- Events and virtual conferencesEvents and virtual conferences
- For Sales: 844-877-9422
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One client credit = Unlimited tax plans
Tax year 2023 client credits now available
Average fee charged for tax advisory services is
5x more than tax preparation fees.
$2,351 claim: Based on August 2021 survey of tax professionals, who currently provide tax planning services or are considering providing tax planning services in the next two years.
22 minutes claim: Median time captured December 7, 2022 is based on completion of a client’s TY2022 tax plan based on client's TY2021 tax return data pulled by Tax Professionals from their Lacerte or ProConnect Tax products. User experience may vary.
83% and 80%: Based on blind survey of taxpayers who used a tax professional in the 12 months prior to June 2022.
3 free claim: Offer of 3 free credits of Intuit Tax Advisor available through Dec. 31, 2023, for Lacerte and ProConnect customers. This offer is available to be redeemed one time. Terms, conditions, pricing, features, service, and support options are subject to change without notice.
Average fee charged disclaimer: Based on August 2021 survey of tax professionals, who currently provide tax planning services or are considering providing tax planning services in the next two years.