Tax prep and advisory are now streamlined into a simple, automated tool to save time and scale planning
PLANO, Texas--(BUSINESS WIRE)-- Today, Intuit (NASDAQ: INTU), the global financial technology platform that makes TurboTax, QuickBooks,Credit Karma, and Mailchimp, is announcing Intuit Tax Advisor (ITA), a new, convenient insights tool for tax professionals to deliver tax advisory services. Intuit Tax Advisor seamlessly integrates with Intuit Accountant software, Lacerte and ProConnect Tax, to provide insights and strategies for the tax professional’s clients.
ITA generates client-friendly reports with recommendations that are personalized for estimated tax savings strategies. This includes what retirement plan contributions, income and deduction timing, and more, can do for clients. In addition to saving time, ITA helps advisors showcase their expertise and confidently develop personalized tax plans to enable growth for clients and their firms.
“Based on customer feedback, we designed Intuit Tax Advisor to help advisors save time and scale their planning services to more of their staff,” said Jorge Olavarrieta, Vice President of product management and design at Intuit. “Tax professionals can simplify proactive tax planning and advisory services with ITA to replace the current process of cobbling together tax planners, spreadsheets, and reporting applications.”
“When more and more people are in need of advisory services to help them make significant financial decisions, ITA can help tax professionals differentiate their services and power prosperity with industry-leading change,” said Barry Pennett, the SVP and GM of Intuit ProConnect Group. “There is a clear need and appetite for creating more value for clients and firms, and ITA is designed to do just that.”
Intuit Tax Advisor highlights include:
Tax Planning & Strategy:
Streamlined data and integration:
Simple pricing:
For more information on Intuit Tax Advisor, visit proconnect.intuit.com/tax-advice-planning-for-professionals/.
ABOUT INTUIT: Intuit is the global financial technology platform that powers prosperity for the people and communities we serve. Serving more than 100 million customers worldwide with TurboTax, QuickBooks, Credit Karma, and Mailchimp, we believe that everyone should have the opportunity to prosper. We never stop working to find new, innovative ways to make that possible. Please visit us for the latest information about Intuit, our products and services, and find us on social.
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Debra Hammer
Debra_Hammer@intuit.com
Source: Intuit Inc.