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Level 1
August 3, 2022
Question

Tax Planning

  • August 3, 2022
  • 3 replies
  • 14 views

Did anyone get in on the Beta test and are you thrilled with this product?
I was supposed to be in on test and have credits for a few client's but Intuit never came through with that.  The tax plan seems very basic and we can't edit reports.  Not sure if this is worth the fee per client plan.  Thoughts?

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    3 replies

    Intuit_David
    Intuit_David
    Level 3
    August 4, 2022

    We had a limited number of spots for beta, and apologize that you didn't get an opportunity to participate. Anyone interested in testing out ITA can go here (link) to claim 3 free credits to give it a try!

      IRonMaN
      IRonMaN
      Level 15
      August 4, 2022

      After seeing about 199,198 posts about the software, I don't recall anyone using the term "thrilled" to describe their opinion on use of the product.

      Slava Ukraini!
        C
        CBANN
        Level 2
        November 16, 2022

        Sorry guys so far not impressed.  Clunky and hard to use.  These strategies were already in place for most clients.  If I have a new client I have to set them up in proconnect and recreate the tax return so I can import - hopefully I have missed that because if that is the case this is just not workable. 

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