ITS helps planners show savings associated with each recommended strategy, providing information through integration with the Lacerte calculation engine. The application searches potential triggers in client tax data in generate strategies. Tax professionals can choose from a library of strategies or create their own.
All recommended strategies and estimated tax savings are automatically populated. Tax return data from Lacerte and ProConnect is synced to ITA.
Customers purchase a client credit that entitles them to generate unlimited plans for that client with a calendar year. Customers can reserve three free client credits