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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 OneView

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    Client OneView

    Client OneView

    IntuitBettyJo
    Community Manager
    Community Manager
    ‎09-08-2023 04:11 PM

    Released September 2023 - 

    Now you can feel confident in creating a tax plan that's tailored to each individual client. With this new feature, you can preview up to 5 clients at once and see potential tax savings, number of likely strategies, and likely strategies for each one.

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