{"id":61552,"date":"2025-05-21T08:00:00","date_gmt":"2025-05-21T13:00:00","guid":{"rendered":"https:\/\/taxprocenter.proconnect.intuit.com\/?p=61552"},"modified":"2025-05-23T07:35:15","modified_gmt":"2025-05-23T12:35:15","slug":"proconnect-tax-ai-powered-client-briefing","status":"publish","type":"post","link":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/workflow-tools\/proconnect-tax-ai-powered-client-briefing\/","title":{"rendered":"ProConnect\u2122 Tax AI-powered Client Briefing"},"content":{"rendered":"\n

You can now simplify tax prep by creating a quick summary of a client\u2019s previous Intuit\u00ae ProConnect\u2122 Tax<\/a> filing.<\/p>\n\n\n\n

When getting ready to provide advisory services<\/a> or prep tax filings with your client, you can help ensure a productive meeting by collecting, organizing, and reviewing all of their relevant information.<\/p>\n\n\n

\n
\"\"<\/figure>\n<\/div>\n\n\n

ProConnect Tax will pull key info from more than 60 data points in your client\u2019s previously filed return using generative AI to surface a summary that can give you a head start on their next return.<\/p>\n\n\n\n

Create a client briefing in ProConnect Tax. Learn more<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

Learn how to simplify tax preparation with the AI-powered Client Briefing feature inside Intuit ProConnect Tax.<\/p>\n","protected":false},"author":144649094,"featured_media":61560,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"rkv_browse_by_id":0,"rkv_cta_id":0,"rkv_optimize_for_pagespeed":false,"jetpack_post_was_ever_published":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"useModifiedDate":false,"customPublishDate":"","_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2},"_wpas_customize_per_network":false},"categories":[116807,45875901],"tags":[646041909,508421111],"intuit_collection":[],"intuit_series":[],"coauthors":[646041901],"class_list":["post-61552","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-practice-management","category-workflow-tools","tag-cloud-accounting-and-tax","tag-proconnect-tax-online"],"header_image":"","yoast_head":"\nProConnect\u2122 Tax AI-powered Client Briefing - Tax Pro Center | Intuit<\/title>\n<meta name=\"description\" content=\"Learn how to simplify tax preparation with the AI-powered Client Briefing feature inside Intuit ProConnect Tax.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/workflow-tools\/proconnect-tax-ai-powered-client-briefing\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"ProConnect\u2122 Tax AI-powered Client Briefing - Tax Pro Center | Intuit\" \/>\n<meta property=\"og:description\" content=\"Learn how to simplify tax preparation with the AI-powered Client Briefing feature inside Intuit ProConnect Tax.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/workflow-tools\/proconnect-tax-ai-powered-client-briefing\/\" \/>\n<meta property=\"og:site_name\" content=\"Tax Pro Center | Intuit\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/IntuitAccountants\" \/>\n<meta property=\"article:published_time\" content=\"2025-05-21T13:00:00+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-05-23T12:35:15+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2025\/05\/ProConnect-Tax-AI-powered-Client-Briefing-copy.jpeg\" \/>\n\t<meta property=\"og:image:width\" content=\"1440\" \/>\n\t<meta property=\"og:image:height\" content=\"600\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Langley Barth\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@IntuitAccts\" \/>\n<meta name=\"twitter:site\" content=\"@IntuitAccts\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Langley Barth\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/practice-management\\\/workflow-tools\\\/proconnect-tax-ai-powered-client-briefing\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/practice-management\\\/workflow-tools\\\/proconnect-tax-ai-powered-client-briefing\\\/\"},\"author\":{\"name\":\"Langley Barth\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#\\\/schema\\\/person\\\/2470b6705f51cbf5658780fcd0dd4eda\"},\"headline\":\"ProConnect\u2122 Tax AI-powered Client Briefing\",\"datePublished\":\"2025-05-21T13:00:00+00:00\",\"dateModified\":\"2025-05-23T12:35:15+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/practice-management\\\/workflow-tools\\\/proconnect-tax-ai-powered-client-briefing\\\/\"},\"wordCount\":101,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#organization\"},\"image\":{\"@id\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/practice-management\\\/workflow-tools\\\/proconnect-tax-ai-powered-client-briefing\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/wp-content\\\/uploads\\\/2025\\\/05\\\/ProConnect-Tax-AI-powered-Client-Briefing-copy.jpeg\",\"keywords\":[\"Cloud Accounting and Tax\",\"proconnect tax\"],\"articleSection\":[\"Practice Management\",\"Workflow tools\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/practice-management\\\/workflow-tools\\\/proconnect-tax-ai-powered-client-briefing\\\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/practice-management\\\/workflow-tools\\\/proconnect-tax-ai-powered-client-briefing\\\/\",\"url\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/practice-management\\\/workflow-tools\\\/proconnect-tax-ai-powered-client-briefing\\\/\",\"name\":\"ProConnect\u2122 Tax AI-powered Client Briefing - Tax Pro Center | Intuit\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/practice-management\\\/workflow-tools\\\/proconnect-tax-ai-powered-client-briefing\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/practice-management\\\/workflow-tools\\\/proconnect-tax-ai-powered-client-briefing\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/wp-content\\\/uploads\\\/2025\\\/05\\\/ProConnect-Tax-AI-powered-Client-Briefing-copy.jpeg\",\"datePublished\":\"2025-05-21T13:00:00+00:00\",\"dateModified\":\"2025-05-23T12:35:15+00:00\",\"description\":\"Learn how to simplify tax preparation with the AI-powered Client Briefing feature inside Intuit ProConnect Tax.\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/practice-management\\\/workflow-tools\\\/proconnect-tax-ai-powered-client-briefing\\\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/practice-management\\\/workflow-tools\\\/proconnect-tax-ai-powered-client-briefing\\\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/practice-management\\\/workflow-tools\\\/proconnect-tax-ai-powered-client-briefing\\\/#primaryimage\",\"url\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/wp-content\\\/uploads\\\/2025\\\/05\\\/ProConnect-Tax-AI-powered-Client-Briefing-copy.jpeg\",\"contentUrl\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/wp-content\\\/uploads\\\/2025\\\/05\\\/ProConnect-Tax-AI-powered-Client-Briefing-copy.jpeg\",\"width\":1440,\"height\":600,\"caption\":\"ProConnect Tax AI-powered Client Briefing\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/practice-management\\\/workflow-tools\\\/proconnect-tax-ai-powered-client-briefing\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"ProConnect\u2122 Tax AI-powered Client Briefing\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#website\",\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/\",\"name\":\"Tax Pro Center | Intuit\",\"description\":\"Tax Pro Center\",\"publisher\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#organization\",\"name\":\"Tax Pro Center | Intuit\",\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#\\\/schema\\\/logo\\\/image\\\/\",\"url\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/wp-content\\\/uploads\\\/2022\\\/10\\\/Tax_Pro_Center_Logo_Final_large.webp\",\"contentUrl\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/wp-content\\\/uploads\\\/2022\\\/10\\\/Tax_Pro_Center_Logo_Final_large.webp\",\"width\":872,\"height\":160,\"caption\":\"Tax Pro Center | Intuit\"},\"image\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#\\\/schema\\\/logo\\\/image\\\/\"},\"sameAs\":[\"https:\\\/\\\/www.facebook.com\\\/IntuitAccountants\",\"https:\\\/\\\/x.com\\\/IntuitAccts\",\"https:\\\/\\\/www.instagram.com\\\/intuitaccountants\\\/?hl=en\",\"https:\\\/\\\/www.linkedin.com\\\/company\\\/intuit-accountants\\\/\"]},{\"@type\":\"Person\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#\\\/schema\\\/person\\\/2470b6705f51cbf5658780fcd0dd4eda\",\"name\":\"Langley Barth\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/807b0e4b0d752c5f6419df9cd8cc77a2edda230489725ed1eda94ef0cf83d9bc?s=96&d=identicon&r=g\",\"url\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/807b0e4b0d752c5f6419df9cd8cc77a2edda230489725ed1eda94ef0cf83d9bc?s=96&d=identicon&r=g\",\"contentUrl\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/807b0e4b0d752c5f6419df9cd8cc77a2edda230489725ed1eda94ef0cf83d9bc?s=96&d=identicon&r=g\",\"caption\":\"Langley Barth\"},\"description\":\"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.\",\"sameAs\":[\"https:\\\/\\\/proconnect.intuit.com\\\/tax-online\\\/\"],\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/author\\\/langleybarthtax\\\/\"}]}<\/script>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"ProConnect\u2122 Tax AI-powered Client Briefing - Tax Pro Center | Intuit","description":"Learn how to simplify tax preparation with the AI-powered Client Briefing feature inside Intuit ProConnect Tax.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/workflow-tools\/proconnect-tax-ai-powered-client-briefing\/","og_locale":"en_US","og_type":"article","og_title":"ProConnect\u2122 Tax AI-powered Client Briefing - Tax Pro Center | Intuit","og_description":"Learn how to simplify tax preparation with the AI-powered Client Briefing feature inside Intuit ProConnect Tax.","og_url":"https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/workflow-tools\/proconnect-tax-ai-powered-client-briefing\/","og_site_name":"Tax Pro Center | Intuit","article_publisher":"https:\/\/www.facebook.com\/IntuitAccountants","article_published_time":"2025-05-21T13:00:00+00:00","article_modified_time":"2025-05-23T12:35:15+00:00","og_image":[{"width":1440,"height":600,"url":"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2025\/05\/ProConnect-Tax-AI-powered-Client-Briefing-copy.jpeg","type":"image\/jpeg"}],"author":"Langley Barth","twitter_card":"summary_large_image","twitter_creator":"@IntuitAccts","twitter_site":"@IntuitAccts","twitter_misc":{"Written by":"Langley Barth","Est. reading time":"1 minute"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/workflow-tools\/proconnect-tax-ai-powered-client-briefing\/#article","isPartOf":{"@id":"https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/workflow-tools\/proconnect-tax-ai-powered-client-briefing\/"},"author":{"name":"Langley Barth","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#\/schema\/person\/2470b6705f51cbf5658780fcd0dd4eda"},"headline":"ProConnect\u2122 Tax AI-powered Client Briefing","datePublished":"2025-05-21T13:00:00+00:00","dateModified":"2025-05-23T12:35:15+00:00","mainEntityOfPage":{"@id":"https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/workflow-tools\/proconnect-tax-ai-powered-client-briefing\/"},"wordCount":101,"commentCount":0,"publisher":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#organization"},"image":{"@id":"https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/workflow-tools\/proconnect-tax-ai-powered-client-briefing\/#primaryimage"},"thumbnailUrl":"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2025\/05\/ProConnect-Tax-AI-powered-Client-Briefing-copy.jpeg","keywords":["Cloud Accounting and Tax","proconnect tax"],"articleSection":["Practice Management","Workflow tools"],"inLanguage":"en-US","potentialAction":[{"@type":"CommentAction","name":"Comment","target":["https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/workflow-tools\/proconnect-tax-ai-powered-client-briefing\/#respond"]}]},{"@type":"WebPage","@id":"https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/workflow-tools\/proconnect-tax-ai-powered-client-briefing\/","url":"https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/workflow-tools\/proconnect-tax-ai-powered-client-briefing\/","name":"ProConnect\u2122 Tax AI-powered Client Briefing - Tax Pro Center | Intuit","isPartOf":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#website"},"primaryImageOfPage":{"@id":"https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/workflow-tools\/proconnect-tax-ai-powered-client-briefing\/#primaryimage"},"image":{"@id":"https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/workflow-tools\/proconnect-tax-ai-powered-client-briefing\/#primaryimage"},"thumbnailUrl":"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2025\/05\/ProConnect-Tax-AI-powered-Client-Briefing-copy.jpeg","datePublished":"2025-05-21T13:00:00+00:00","dateModified":"2025-05-23T12:35:15+00:00","description":"Learn how to simplify tax preparation with the AI-powered Client Briefing feature inside Intuit ProConnect Tax.","breadcrumb":{"@id":"https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/workflow-tools\/proconnect-tax-ai-powered-client-briefing\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/workflow-tools\/proconnect-tax-ai-powered-client-briefing\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/workflow-tools\/proconnect-tax-ai-powered-client-briefing\/#primaryimage","url":"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2025\/05\/ProConnect-Tax-AI-powered-Client-Briefing-copy.jpeg","contentUrl":"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2025\/05\/ProConnect-Tax-AI-powered-Client-Briefing-copy.jpeg","width":1440,"height":600,"caption":"ProConnect Tax AI-powered Client Briefing"},{"@type":"BreadcrumbList","@id":"https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/workflow-tools\/proconnect-tax-ai-powered-client-briefing\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/taxprocenter.proconnect.intuit.com\/"},{"@type":"ListItem","position":2,"name":"ProConnect\u2122 Tax AI-powered Client Briefing"}]},{"@type":"WebSite","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#website","url":"https:\/\/accountants.intuit.com\/taxprocenter\/","name":"Tax Pro Center | Intuit","description":"Tax Pro Center","publisher":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/accountants.intuit.com\/taxprocenter\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#organization","name":"Tax Pro Center | Intuit","url":"https:\/\/accountants.intuit.com\/taxprocenter\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#\/schema\/logo\/image\/","url":"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2022\/10\/Tax_Pro_Center_Logo_Final_large.webp","contentUrl":"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2022\/10\/Tax_Pro_Center_Logo_Final_large.webp","width":872,"height":160,"caption":"Tax Pro Center | Intuit"},"image":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/www.facebook.com\/IntuitAccountants","https:\/\/x.com\/IntuitAccts","https:\/\/www.instagram.com\/intuitaccountants\/?hl=en","https:\/\/www.linkedin.com\/company\/intuit-accountants\/"]},{"@type":"Person","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#\/schema\/person\/2470b6705f51cbf5658780fcd0dd4eda","name":"Langley Barth","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/secure.gravatar.com\/avatar\/807b0e4b0d752c5f6419df9cd8cc77a2edda230489725ed1eda94ef0cf83d9bc?s=96&d=identicon&r=g","url":"https:\/\/secure.gravatar.com\/avatar\/807b0e4b0d752c5f6419df9cd8cc77a2edda230489725ed1eda94ef0cf83d9bc?s=96&d=identicon&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/807b0e4b0d752c5f6419df9cd8cc77a2edda230489725ed1eda94ef0cf83d9bc?s=96&d=identicon&r=g","caption":"Langley Barth"},"description":"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.","sameAs":["https:\/\/proconnect.intuit.com\/tax-online\/"],"url":"https:\/\/accountants.intuit.com\/taxprocenter\/author\/langleybarthtax\/"}]}},"jetpack_publicize_connections":[],"jetpack_featured_media_url":"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2025\/05\/ProConnect-Tax-AI-powered-Client-Briefing-copy.jpeg","jetpack_shortlink":"https:\/\/wp.me\/pazjGh-g0M","jetpack-related-posts":[{"id":61770,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/workflow-tools\/proadvisor-in-the-know-intuit-proconnect-tax-ai\/","url_meta":{"origin":61552,"position":0},"title":"ProAdvisor In the Know: Intuit\u00ae ProConnect\u2122 Tax AI","author":"Jaclyn Anku","date":"June 11, 2025","format":false,"excerpt":"In this episode of ProAdvisor In the Know, get a demo on the new AI Client Briefing feature in ProConnect Tax.","rel":"","context":"In "Practice Management"","block_context":{"text":"Practice Management","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/practice-management\/"},"img":{"alt_text":"ProAdvisor In the Know: Intuit ProConnect Tax AI","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2025\/06\/ProAdvisor-In-the-Know-Intuit-ProConnect-Tax-AI-copy.jpeg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2025\/06\/ProAdvisor-In-the-Know-Intuit-ProConnect-Tax-AI-copy.jpeg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2025\/06\/ProAdvisor-In-the-Know-Intuit-ProConnect-Tax-AI-copy.jpeg?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2025\/06\/ProAdvisor-In-the-Know-Intuit-ProConnect-Tax-AI-copy.jpeg?resize=700%2C400&ssl=1 2x"},"classes":[]},{"id":61888,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/workflow-tools\/discover-proconnect-tax-ai-powered-workflow\/","url_meta":{"origin":61552,"position":1},"title":"Discover ProConnect\u2122 Tax’s AI-powered workflow","author":"Langley Barth","date":"June 23, 2025","format":false,"excerpt":"AI is making ProConnect Tax smarter to make you more efficient, save time, and provide more advisory insights to your clients.","rel":"","context":"In "Practice Management"","block_context":{"text":"Practice Management","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/practice-management\/"},"img":{"alt_text":"Discover ProConnect Tax's AI-powered workflow","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2025\/06\/Discover-ProConnect-Taxs-AI-powered-workflow-copy.jpeg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2025\/06\/Discover-ProConnect-Taxs-AI-powered-workflow-copy.jpeg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2025\/06\/Discover-ProConnect-Taxs-AI-powered-workflow-copy.jpeg?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2025\/06\/Discover-ProConnect-Taxs-AI-powered-workflow-copy.jpeg?resize=700%2C400&ssl=1 2x"},"classes":[]},{"id":47577,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/get-in-the-cloud-proconnect-tax-quickbooks-online\/","url_meta":{"origin":61552,"position":2},"title":"Get in the cloud: ProConnect\u2122 Tax + QuickBooks\u00ae Online","author":"Intuit Accountants Team","date":"January 12, 2024","format":false,"excerpt":"QuickBooks flows directly into ProConnect Tax to auto-populate a client\u2019s tax return, streamlining the process and avoiding manual data entry.","rel":"","context":"In "Practice Management"","block_context":{"text":"Practice Management","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/practice-management\/"},"img":{"alt_text":"Get in the cloud: ProConnect\u2122 Tax + QuickBooks\u00ae Online","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2024\/01\/Get-in-the-cloud-ProConnect-Tax-QuickBooks-Online.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2024\/01\/Get-in-the-cloud-ProConnect-Tax-QuickBooks-Online.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2024\/01\/Get-in-the-cloud-ProConnect-Tax-QuickBooks-Online.jpg?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2024\/01\/Get-in-the-cloud-ProConnect-Tax-QuickBooks-Online.jpg?resize=700%2C400&ssl=1 2x"},"classes":[]},{"id":26513,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/advisory-services\/intuit-accountants-launches-intuit-tax-advisor-integrating-tax-prep-and-advisory\/","url_meta":{"origin":61552,"position":3},"title":"Intuit\u00ae Tax Advisor integrates tax prep and advisory","author":"Intuit Accountants Team","date":"March 6, 2025","format":false,"excerpt":"Understand how the new Intuit Tax Advisor provides insights and streamlined data integration to help your clients with future-forward tax planning.","rel":"","context":"In "Advisory Services"","block_context":{"text":"Advisory Services","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/advisory-services\/"},"img":{"alt_text":"Intuit Tax Advisor","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2022\/08\/Intuit-Tax-Advisor.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2022\/08\/Intuit-Tax-Advisor.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2022\/08\/Intuit-Tax-Advisor.jpg?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2022\/08\/Intuit-Tax-Advisor.jpg?resize=700%2C400&ssl=1 2x"},"classes":[]},{"id":15728,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/proconnect\/trial-balance-in-qboa-reimagined-to-prep-for-taxes\/","url_meta":{"origin":61552,"position":4},"title":"Trial Balance in QuickBooks\u00ae Online Accountant Reimagined to Prep for Taxes","author":"Firm of the Future Team","date":"April 29, 2019","format":"video","excerpt":"Simplify your review process with the Prep for Taxes tool, the reimagined Trial Balance.","rel":"","context":"In "Intuit\u00ae Accountants News"","block_context":{"text":"Intuit\u00ae Accountants News","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/proconnect\/"},"img":{"alt_text":"prep for taxes review and adjust","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2019\/03\/Prep-for-Taxes2.jpg?resize=350%2C200&ssl=1","width":350,"height":200},"classes":[]},{"id":4606,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/proconnect\/intuit-proconnect-tax-online-integrates-with-quickbooks-online-accountant\/","url_meta":{"origin":61552,"position":5},"title":"Intuit\u00ae ProConnect\u2122 Tax Online Integrates With QuickBooks\u00ae Online Accountant","author":"Intuit Accountants Team","date":"October 24, 2016","format":false,"excerpt":"During tax season, accounting professionals spend about five hours per client cleaning up their books to prepare them for a tax return. Today at QuickBooks Connect, we announced that we\u2019re integrating ProConnect Tax Online (PTO) with QuickBooks Online Accountant (QBOA) to simplify workflow and save accountants significant amount of time.\u2026","rel":"","context":"In "Intuit\u00ae Accountants News"","block_context":{"text":"Intuit\u00ae Accountants News","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/proconnect\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/10\/qb-logo-e1508457610955.png?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/10\/qb-logo-e1508457610955.png?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/10\/qb-logo-e1508457610955.png?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/10\/qb-logo-e1508457610955.png?resize=700%2C400&ssl=1 2x"},"classes":[]}],"jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/posts\/61552","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/users\/144649094"}],"replies":[{"embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/comments?post=61552"}],"version-history":[{"count":6,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/posts\/61552\/revisions"}],"predecessor-version":[{"id":61663,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/posts\/61552\/revisions\/61663"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/media\/61560"}],"wp:attachment":[{"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/media?parent=61552"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/categories?post=61552"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/tags?post=61552"},{"taxonomy":"intuit_collection","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/intuit_collection?post=61552"},{"taxonomy":"intuit_series","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/intuit_series?post=61552"},{"taxonomy":"author","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/coauthors?post=61552"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}