Intuit Accountants just released the first-annual 2022 Taxpayer Insights & Intelligence Brief. 

Professional tax preparation and planning

Introducing Intuit Tax Advisor:

Tax prep + advisory tools, together at last

Build custom tax plans in minutes, with data automatically generated from your Lacerte or ProConnect software.*

(A $225 value)

See Intuit Tax Advisor in action

Introducing Intuit Tax Advisor

Data sync with Lacerte or ProConnect software

Enhance your tax practice with a proactive planning tool

  • Minus the spreadsheets, presentation slides, or other software
  • Create a baseline with information like income, revenue, and deductions from previous returns 
See sample screen >

Personalized tax plans

Customize with smart suggestions

  • Integrated with Intuit Lacerte Tax and Intuit ProConnect Tax
  • See a strategy tip or insight in real time as you work on a plan
See sample screen >

Client-friendly reports

Help your clients manage expectations all year round

  • Forecast tax savings in minutes using previous returns
  • Quantify savings by strategy for measurable results
See sample screen >


One client credit = Unlimited tax plans
Pricing for Intuit Tax Advisor is straightforward and simple. To start generating custom tax plans for a client, you’ll need to purchase a client credit.




Each client credit is


Each credit enables you to generate unlimited tax plans for your client within the calendar year.

Get fast answers with our top 6 frequently asked questions

Accelerate your path to advisory

Ready to start generating smart tax strategies and tax savings plans for your clients?

Get 3 free credits    Buy now

(A $225 value)