Business
Intuit ProConnect Launches The Path to Advisory Guide
This comprehensive guide educates tax firms on how to lead with planning and advisory services to improve work life balance, impact clients’ lives, and
About this update from Intuit Inc.
[{"type":"text","content":"\nThis comprehensive guide educates tax firms on how to lead with planning and advisory services to improve work life balance, impact clients’ lives, and streamline their practice with innovative technology\n\n PLANO, Texas--(BUSINESS WIRE)--\nToday, Intuit ProConnect, from Intuit Inc. (Nasdaq: INTU), is announcing The Path to Advisory, a comprehensive, free on-line guide available through the Intuit ProConnect Tax Pro Center to help firms lead with planning and advisory services. Using the collective knowledge, experience, tools, and best practices from Intuit Tax Council Members - tax professionals who help lead and shape positive change in the profession to help empower professionals to drive prosperity for clients and firms - this guide offers clear, actionable steps for firms looking to add advisory services, or firms already in the process of switching.\n\n“At Intuit, everything we do starts with our customers and their aspirations,” said Jorge Olavarrieta, Vice President of Product Management and Design at Intuit. “We’re seeing a shift in the tax profession from leading with compliance services to leading with advisory services. The Intuit Tax Council Members created The Path to Advisory to make the journey to advisory services more seamless and help aid tax professionals looking for new ways to have a more significant impact on their clients’ financial well-being.”\n\nStaffing challenges, compliance obligations, technology advances and world events are changing the way tax professionals work. The in-depth guide offers testimonials and coaching tips from Intuit Tax Council Members who have made the move towards advisory services, along with data, workbook pages, task lists, and more. The guide is organized in chapters that build upon one another within three distinct stages: defining the vision, planning the roadmap, and growing your practice.\n\nAccording to an August Intuit Accountant survey, 74% of tax firms provide tax planning and advisory services, but only 62% say they are getting paid for those services*. With this guide, tax professionals will learn to:\n\n\nElevate their firm and become a trusted advisor for clients\n\n\nValue and price advisory services\n\n\nEasily navigate and build bespoke advisory service plans for a range of clients\n\n\nUnderstand how to use time saved on compliance work to focus on improv...