octobernovember2022 - 27

SPONSORED CONTENT
Intuit Tax Advisor
Delivers Innovative
Tax Planning and
Tax Strategies
HAVING HELPFUL, ALWAYS-ON tools to give your clients the information they
need to make more-informed decisions is a key component of delivering advisory
services to your clients. With the new Intuit Tax Advisor (ITA), the process is
easier than ever-and right at your fingertips.
Thanks to the seamless integration between
ITA and Intuit ProConnect Tax and Lacerte Tax,
you'll get vital insights and strategies to help your
clients. Bringing tax prep and advisor tools under
one roof, ITA allows you to create personalized
tax planning that offers value-added services to
your clients, including tax savings and powerful,
straightforward reports.
" 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,
senior vice president and general manager
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. "
To get a sense of the value and impact this
tool can have, here are some of the biggest
benefits regarding ITA.
AUTOMATED DATA + POWERFUL
INTEGRATION = TIME SAVINGS AND
ACCURATE TAX PROJECTIONS
With the integration between Lacerte and ProConnect
Tax, client data is automatically mined
to bring significant time savings to your practice
and more accurate tax projections for your clients.
In the process, all legislated tax law updates
are incorporated into the software's planning and
projections, with built-in compliance.
All of this not only reduces audit risk, but
also eliminates the time it takes to perform
cumbersome tasks that keep you from helping
your clients run and grow their businesses.
" 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 ProConnect
Group. " 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. "
PERSONALIZED TAX PLANNING
STRATEGIES
Packed inside ITA is an endless number of
strategies that can take your practice-and your
clients-to the next level.
For example, ITA gives you hundreds of
potential triggers in your clients' tax data that
show smart strategies for you to implement for
your clients. Whether you choose to use them
or dismiss them is your call, but you can also
create your own strategy in minutes, and save
and modify your strategies at any time. In addition,
you can try different tax scenarios to see
their implications, as well as explore the ITA's
library of strategies, where you can plug and
play everything from hiring your kids to 401(k)
contributions.
CUSTOMIZABLE, CLIENT-FRIENDLY
REPORTS
As you gather these recommended tax strategies
and estimated tax savings projections for your
clients, they will be automatically populated
in a customizable, client-friendly report for
you to share with your clients. This allows you
to illustrate your personalized tax planning
strategies and estimated savings plan for them,
turning something complex into something easy
to understand.
Before sending out the report, you can customize
it in a professional way with your firm
brand. Choose logos and colors that represent
your practice, and update it year-round as things
change or you're feeling creative.
SIMPLE PRICING
When it comes to pricing for ITA, it's simple. To
start generating custom tax plans for a client,
customers just need to purchase a client credit.
One client credit equals unlimited tax plans for
that client within a calendar year. Customers
are eligible to reserve three free client credits.
MORE RESOURCES TO GET YOU
STARTED
ITA is a win-win for you and your clients. With ITA,
you get the foundation to offer transformational
tax advisory services that help your clients save
time, save money, and strategize for long-term
growth. In doing so, these value-added services
will boost profits and productivity for your practice,
while also bringing measurable savings and
more accurate planning to your clients.
To check out the new tax advisory resources
library for a step-by-step guide to offer tax advisory
in your practice, visit https://intuit.me/3EobAjh.
And for more information on Intuit Tax Advisor,
visit https://tinyurl.com/3pcm267n. ■
The ProAdvisor Spotlight is sponsored by
OCTOBER/NOVEMBER 2022 ■ www.CPAPracticeAdvisor.com
27
https://tinyurl.com/f9bwp5r3 https://www.tinyurl.com/3pcm267n http://www.CPAPracticeAdvisor.com
octobernovember2022

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