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 More from Langley Barth Leave a Reply Cancel replyYour email address will not be published. Required fields are marked *Comment * Name * Email * Website Notify me of new posts by email. Δ Browse Related Articles Grow your practice Scale your firm, your way Advisory Services Modern marriage issues: Postnup agreements Tax Law and News One Big Beautiful Bill summary and tax changes Webinars AI: Boost Productivity & Client Relationships—July 14 Webinars Decedent, Gift, Estate, and Trust Taxation: July 31 Workflow tools Impact of CRM, portal, and PM software Tax Law and News Potential tax benefits for homeowners Practice Management 5 tips to prepare for the business extension deadline Practice Management “Deduct This! with Carrie and Lexi” podcast launches Webinars Automate & Secure Intuit Docs With SmartVault—July 22