Intuit® Tax Advisor integrates tax prep and advisory

Welcome to Intuit Tax Advisor (ITA), a convenient insights tool for tax professionals to deliver tax advisory services. ITA seamlessly integrates with Intuit® ProConnect™ Tax and Lacerte® Tax to provide insights and strategies for the tax professional’s clients.

ITA generates client-friendly reports with recommendations that are personalized for estimated tax savings strategies. This includes, for example, what retirement plan contributions, and income and deduction timing, can do for clients. In addition to saving time, ITA helps advisors showcase their expertise, and confidently develop personalized tax plans to enable growth for clients and their firms.

“Based on customer feedback, we designed Intuit Tax Advisor to help advisors save time and scale their planning services to more of their staff,” said Jorge Olavarrieta, vice president of product management and strategy for Intuit Accountants “Tax professionals can simplify proactive tax planning and advisory services with ITA to replace the current process of cobbling together tax planners, spreadsheets, and reporting applications.

“When more and more people are in need of advisory services to help them make significant financial decisions, ITA can help tax professionals differentiate their services and power prosperity with industry-leading change,” he continued. “There is a clear need and appetite for creating more value for clients and firms, and ITA is designed to do just that.”

Intuit Tax Advisor highlights

Tax planning and strategy

• ITA helps traditional tax planners showcase their expertise by communicating the tax savings associated with each strategy recommended. Through the integration and use of the Lacerte calculation engine and client tax return, advisors can have more confidence in their tax projections and move-forward planning.
• ITA searches hundreds of potential triggers in the client tax data to generate smart tax strategies that pros can add, dismiss, or adjust. Tax professionals can also choose from a library of tax strategies or create their own custom strategies.
• All recommended tax strategies and estimated tax savings are automatically populated in a personalized, client-friendly report for tax professionals to share with their client that can be customized with specific firm logos and colors.

Streamlined data and integration

• ITA seamlessly integrates with Lacerte and ProConnect Tax to provide tax insights and strategies for the tax professional’s clients. 
• Tax return data for Lacerte and ProConnect is synced to ITA. This eliminates duplicate data entry, reduces errors, helps support better tax recommendations, and supports a more accurate tax projection.

ITA is now included in Lacerte and ProConnect Tax

• ITA can be accessed in Lacerte and ProConnect tax as long as the individual has a Fastpath license (Lacerte) or User Access license (ProConnect Tax).

Check out the all-new tax advisory resource library for a step-by-step guide to offer tax advisory in your practice. For more information on Intuit Tax Advisor, visit proconnect.intuit.com/tax-advice-planning-for-professionals/.

Editor’s note: This article was originally published on August 30, 2022, and updated with new content on March 6, 2025.