Workflow tools ProConnect™ Tax AI-powered Client Briefing Read the Article Open Share Drawer Share this: Click to share on X (Opens in new window) X Click to share on Facebook (Opens in new window) Facebook Click to share on LinkedIn (Opens in new window) LinkedIn Written by Langley Barth Modified May 23, 2025 0 min read You can now simplify tax prep by creating a quick summary of a client’s previous Intuit® ProConnect™ Tax filing. When getting ready to provide advisory services or prep tax filings with your client, you can help ensure a productive meeting by collecting, organizing, and reviewing all of their relevant information. ProConnect Tax will pull key info from more than 60 data points in your client’s previously filed return using generative AI to surface a summary that can give you a head start on their next return. Create a client briefing in ProConnect Tax. Learn more Previous Post Early onboarding is a must for new tax software Next Post ProAdvisor In the Know: Intuit® ProConnect™ Tax AI Written by Langley Barth Langley Barth is a product marketing manager with Intuit ProConnect Tax. In the past, Langley worked in marketing for Mint and the San Diego Padres, after six years as a Naval Officer onboard ships. More from Langley Barth Comments are closed. Browse Related Articles Client Relationships 7 strategies for scaling personal service in your firm Practice Management Practical uses of AI to make tax season more efficient Practice Management Intuit® Tax Council profile: Katie Helle Client Relationships Choosing just the “right” appreciation gift for a client Practice Management Learning opps give your firm an infinite advantage Tax Law and News ‘Tis the season: 2025 charitable contribution deductions Tax Law and News Resumen de “Una Gran y Hermosa Ley” y Cambios Fiscales Tax Law and News Annual IRS inflation adjustments: TY2025 and TY2026 Webinars Season Hacks: Staffing, Security & Workflow—Dec. 16 Webinars IRS Correspondence Challenges: Dec. 17