{"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_reviewed_by_select":[],"rkv_browse_by_id":0,"rkv_cta_id":0,"rkv_optimize_for_pagespeed":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":"","customModifiedDate":"","_jetpack_feature_clip_id":0,"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"{title}\n\n{excerpt}\n\n{url}","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,"jetpack_post_was_ever_published":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 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