New! Intuit Assist for Intuit® Tax Advisor

Have you been interested in generative AI, and how you can begin using it to optimize your workflow and deliver greater value to your clients?

Well, now you can—with Intuit Assist, Intuit’s new generative AI-powered financial assistant, to help you find the best tax strategies for your clients and quickly complete custom tax plans in Intuit® Tax Advisor! With Intuit Tax Advisor, you can show your clients valuable savings by using tax strategies automatically generated from Intuit ProConnect™ Tax or Lacerte® Tax returns. ProConnect Tax is the only professional tax software offering both Intuit Tax Advisor and QuickBooks Online Accountant integration.*

Instead of spending hours wading through various tax strategies to decide what’s best for your clients, simply ask Intuit Assist your most pressing questions. Or give it information on your client’s goals and it will provide you with the strategies that are most applicable in those situations.

You can ask questions similar to the following:

• What are the top three strategies for my client?
• What are the best business strategies for my client?
• What are the top retirement strategies?

Intuit Assist interprets your questions; using its world knowledge and Intuit Tax Advisor’s existing strategies, it does does its best to answer. Intuit Assist’s world knowledge gives it an understanding of taxation and the tax code, while Intuit Tax Advisor’s existing strategies ensures Intuit Assist does not hallucinate and provide fictitious recommendations.

And because it relies completely on your prompts and context, you are in the driver’s seat with Intuit Assist as your partner!

Intuit Assist and certain other AI features and functionalities are currently available at no additional cost to certain QuickBooks users. Pricing, terms, conditions, special features and service options are subject to change without notice. Intuit reserves the right to discontinue the feature at any time for any reason in its sole and absolute discretion.

*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.