Products Help Tax Professionals Save Time, Grow Their Practice and
Make a Difference with Clients
PLANO, Texas–(BUSINESS WIRE)–
Today Intuit Inc. (Nasdaq:INTU), announced the launch of its 2015
professional tax product line, including Intuit Tax Online, Lacerte and
ProSeries. Intuit aims to help tax professionals eliminate wasted time,
so they can focus on growing their practice and making a difference in
their clients’ lives.
“We know that time – or the lack thereof – is the biggest challenge tax
professionals face during tax season,” said CeCe Morken, executive vice
president and general manager at Intuit Professional Tax Group. “We
developed our 2015 tax product line up with that in mind, building
time-savings into each of our offerings to streamline workflows and help
tax professionals provide their clients with delightful experiences.”
This year, Intuit Tax Online, Lacerte and ProSeries include:
Client Connection Suite: On average, tax professionals spend 65
percent of their time collecting and entering data. Client
Connection Suite works to cut that time in half by reducing the time
it takes to collect documents and client signatures, so that they can
spend time on what matters most – their clients.
Intuit Link: Advancing the traditional tax organizer by
automating and simplifying the client
document collection and data entry process for both tax
professionals and their clients, Intuit Link has reduced the cycle
time for completing a tax return significantly. Intuit Link
automatically connects to financial institutions and payroll providers
to securely collect data on behalf of the client. Clients can
also share tax data including document uploads, snapping pictures and
financial institution credentials for further ease and convenience.
Intuit Link integrates with Intuit Tax Online, Lacerte and ProSeries.
eSignature: eSignature cuts down the time it takes to collect
signatures from weeks to minutes, giving tax professionals much needed
time back during tax season. Now tax professionals can electronically
collect signatures for federal
form 8879 within Intuit Tax Online, Lacerte and ProSeries, giving
clients the ease and convenience they want. And new for Lacerte,
eSignature has been enhanced to allow tax professionals to request
client payment with the 8879 signature.
Client Benefit Suite: Tax professionals want to make a difference
in their clients’ lives. By helping their clients avoid fees and giving
them greater piece of mind, Client Benefit Suite enables them to do this
and grow their practice.
Pay-by-Refund: In 2014, approximately 80 percent of federal tax
returns received refunds. Now tax professionals can streamline
receivables and better serve those clients that get refunds. Pay-by-Refund
allows clients to conveniently pay their tax preparation fees directly
from their refund, eliminating the time and headache of invoicing for
tax professionals and any out-of-pocket expenses for clients.
Pay-by-Refund is available in Intuit Tax Online, Lacerte and ProSeries.
American Express® Serve: Clients want quick and easy
access to their refund. American Express® Serve is a Prepaid Debit
Account that offers quick and easy access to IRS Refunds. No waiting
for a check to come in the mail or fees for check cashing services – a
significant benefit for clients without a banking account. American
Express® Serve is available in Lacerte and ProSeries.
Audit Assistance & ID Theft Restoration: Tax professionals
using ProSeries can now provide their clients an extra layer of
support in the event of an IRS audit or identity
theft. Through personalized audit assistance and ID theft
restoration, clients will never feel alone.
Unified workflows with QuickBooks Online Accountant: The firm of
the future will be online and Intuit is leading the way by integrating
its flagship QuickBooks products and tax. Now small business tax
professionals using Intuit Tax Online will experience seamless
integration with QuickBooks Online Accountant. Tax professionals will be
able to import QuickBooks Online Trial Balance directly to the tax
return, eliminating redundant data entry.
Intuit Tax Online
Tax Online is the next generation of tax preparation that lets tax
professionals manage their practice and prepare client tax returns
Rich navigation and user experiences: Tax professionals can
instantly jump to relevant tax forms to enter client information and
easily toggle between the tax forms and data entry screens,
simplifying complex tax return preparation.
Intuit Lacerte software provides tax professionals seamless workflow,
faster preparation and reliable results on even complicated tax returns.
Lacerte is ideal for tax firms with individual and business clients.
New filing types and forms for e-file: Cuts client wait time
with more than 50 new filing types and hundreds of new forms now
available for e-file. To see the full list, click here.
Intuit ProSeries tax software gives tax professionals no-nonsense
pricing on the tools they need to serve clients better in less time and
with greater accuracy.
Improved practice setup tool: Makes it easier for tax
professionals to set up their practice through a streamlined tool that
guides them step-by-step through each input. The new setup tool also
reduces data collection and entry time for tax professionals.
Pricing and availability
Pricing and ordering information for Intuit professional tax products is
available at https://taxpro.intuit.com/
About Intuit Inc.
Inc. creates business and financial management solutions that
simplify the business of life for small businesses, consumers and
Its flagship products and services include QuickBooks®
which make it easier to manage small businesses and tax preparation and
provides a fresh, easy and intelligent way for people to manage their
money while Intuit
Tax Online®, ProSeries®
are Intuit’s leading tax preparation offerings for professional
Founded in 1983, Intuit had revenue of .2 billion in its fiscal year
2015. The company has approximately 7,700 employees with major offices
in the United States, Canada, the United Kingdom, India and other
locations. More information can be found at www.intuit.com.
Source: Intuit Inc.
Ashley McMahon, 858-215-9069