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Intuit Tax Advisor
Tax-planning module inside ProConnect Tax and Lacerte that builds strategies and client plans from the return data already in the software.
| What the AI does | Intuit Assist 'helping build impactful client tax plans' (ProConnect AI page); real-time 'smart suggestions' while building a plan; strategies generated from ProConnect or Lacerte return data |
|---|---|
| Who it serves | Solo practitioners, Small CPA firms, Tax offices |
| Starting price | No additional cost with ProConnect Tax (User Access $210/user/yr) or Lacerte Fast Path |
| Pricing model | Free with ProConnect Tax / Lacerte |
| Free trial | No |
| Best fit | Solo practitioner, Small firm, Mid-size firm |
| Category | Tax Planning & Projection AI |
| Part of | Intuit ProConnect Tax |
| Works with | ProConnect, Lacerte |
| SOC 2 | Not stated on the vendor's site |
| Checked | 2026-10-29, against the vendor's own page |
Who it's for
Intuit Tax Advisor is listed as a fit for solo practitioners, small firms and mid-size firms, and the vendor names solo practitioners, small CPA firms and tax offices on its own site. The job it gets hired for: modeling strategies and projections from the return so the client sees the savings before year-end.
What it costs
Intuit Tax Advisor has a free plan to start: No additional cost with ProConnect Tax (User Access $210/user/yr) or Lacerte Fast Path.
Good to know
Intuit Tax Advisor is the planning module that comes with ProConnect Tax (and Lacerte with Fast Path): it builds strategies from the return data already in the software, with a prebuilt strategy library, custom strategies, QBI and basis tracking, quarterly estimate PDFs and firm-branded client reports that show projected savings by strategy, with real-time smart suggestions as you build — Intuit's AI page describes Intuit Assist helping build client tax plans. There's no separate price, but each ProConnect user needs the $210/yr User Access license to create plans, and ProSeries isn't supported.
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