Each credit enables you to generate unlimited tax plans for one client within the calendar year. Now available for ProConnect Tax and Lacerte.
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One client credit = Unlimited tax plans
One client credit = Unlimited tax plans
Tax year 2023 client credits now available
Unlock unlimited tax advisory for a client in three easy steps
Start generating custom tax plans for clients
Deal ends 1/31
$75$75per client credit
$75$75per client credit
Each client credit enables you to generate unlimited tax plans for one client within the calendar year.
Average fee charged for tax advisory services is
5x more than tax preparation fees.
$2,351
$2,351 claim: Based on August 2021 survey of tax professionals, who currently provide tax planning services or are considering providing tax planning services in the next two years.
22 minutes claim: Median time captured December 7, 2022 is based on completion of a client’s TY2022 tax plan based on client's TY2021 tax return data pulled by Tax Professionals from their Lacerte or ProConnect Tax products. User experience may vary.
83% and 80%: Based on blind survey of taxpayers who used a tax professional in the 12 months prior to June 2022.
3 free claim: Offer of 3 free credits of Intuit Tax Advisor available through Dec. 31, 2023, for Lacerte and ProConnect customers. This offer is available to be redeemed one time. Terms, conditions, pricing, features, service, and support options are subject to change without notice.
Average fee charged disclaimer: Based on August 2021 survey of tax professionals, who currently provide tax planning services or are considering providing tax planning services in the next two years.
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