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Intuit Debuts Tax Planner

Planning pointIntuit has introduced the Intuit Tax Advisor that is designed to help advisors provide tax planning and advisory services. The system integrates with the Lacerte and ProConnect Tax systems.

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 

Bob Scott
Bob Scott has provided information to the tax and accounting community since 1991, first as technology editor of Accounting Today, and from 1997 through 2009 as editor of its sister publication, Accounting Technology. He is known throughout the industry for his depth of knowledge and for his high journalistic standards.  Scott has made frequent appearances as a speaker, moderator and panelist and events serving tax and accounting professionals. He  has a strong background in computer journalism as an editor with two former trade publications, Computer+Software News and MIS Week and spent several years with weekly and daily newspapers in Morris County New Jersey prior to that.  A graduate of Indiana University with a degree in journalism, Bob is a native of Madison, Ind
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