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    • Created with Sketch. New feature information is intended to outline general product direction but represents no obligation and should not be relied on in making a purchasing decision
    Created with Sketch. New feature information is intended to outline general product direction but represents no obligation and should not be relied on in making a purchasing decision

    Client Credit Preview Feature

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    Client Credit Preview Feature

    Client Credit Preview Feature

    IntuitBettyJo
    Community Manager
    Community Manager
    ‎06-07-2023 12:53 PM

    Released June 2023 - 

    Intuit Tax Advisor Client Credit Preview feature now allows customers to see the potential number of tax strategies and potential savings for each client. Hover over the blue text to see potential strategies for that client.

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