About Intuit Tax Advisor
Intuit Tax Advisor brings the Intuit Assist AI that consumers see in TurboTax to the professional side of the house. Built for preparers on ProConnect Tax Online and Lacerte, it turns completed returns into forward-looking tax plans.
The AI cuts manual data entry, flags IRS-audit-risk items from historical data, suggests client-specific planning strategies, and auto-populates client-ready strategy reports. Since January 2025 it requires a Fast Path (Lacerte) or User Access (ProConnect) license per preparer.
Intuit Assist embedded in the professional line reduces manual entry, flags audit-risk red flags, suggests client-specific strategies, and generates client-ready tax-strategy reports.
Highlights
- Works with Intuit ProConnect Tax Online and Lacerte
- Part of the same Intuit Assist AI rollout that powers TurboTax
- Requires a per-preparer Fast Path or User Access license since 2025
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