Accountants & firms
United States
AccountantsSmall businesses
About Intuit Tax Advisor
Product of Intuit Inc. (Mountain View HQ). Import federal + resident-state client data; strategy library or create your own; OneView attributes; quarterly estimates. Does not integrate with ProSeries; cannot create plans from scratch without importing a return; plans do not auto-update; primary-state planning supported, multi-state liabilities not yet; one credit per client/year then unlimited plans for that client.
No standalone public dollar SKU on the product page reviewed.
Parent pro stack markets advanced automation and AI; Tax Advisor itself is planning/strategy tooling. Not roster-flagged AI-native. Intuit Assist details for pros not confirmed on this product URL.
Highlights
- Plans inside ProConnect Tax or Lacerte only
- Client-facing savings reports; strategy library
- Bundled with ProConnect Advanced User access (TY2024+ support note)