Get the latest COVID-19 news for your firm. 

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)

TAX ADVISORY MADE SIMPLE, FINALLY

See Intuit Tax Advisor in action

Introducing Intuit Tax Advisor

Data sync with Lacerte or ProConnect software

Image Alt Text

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 >
Image Alt Text

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 >

Pricing

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.

Lacerte

  |  

ProConnect

Each client credit is

$75

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)