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ProConnect™ Tax AI-powered Client Briefing

Written by Langley Barth
Modified May 12, 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

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Early onboarding is a must for new tax software

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