Workflow tools ProConnect™ Tax AI-powered Client Briefing Read the Article Open Share Drawer Share this: Share on X (Opens in new window) X Share on Facebook (Opens in new window) Facebook 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 Visit the website of Langley Barth. Comments are closed. Browse Related Articles Tax Law and News Key tax dates and to-do list: September 2026 Tax Law and News IRS penalty abatement made simple: new automatic exemption Practice Management Superior Tax Prep benefits from Protection Plus Workflow tools Hosted vs. cloud-native: Separating fact from fiction Tax Law and News Trump Accounts: What you need to know Practice Management 7 red flags your client has outgrown their financial processes Tax Law and News Section 174A and the future of R&D Grow your practice AI and outsourcing create advisory capacity … for what? Practice Management Value-based pricing: Moving beyond hourly billing Tax Law and News 5 tips for tracking charitable donations