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Level 4
August 12, 2025
Question

How can I utilize the Tax Advice function in ProConnect? Are there any available training resources for this feature?

  • August 12, 2025
  • 1 reply
  • 6 views

How can I utilize the Tax Advice function in ProConnect? Are there any available training resources for this feature?

1 reply

George4Tacks
Level 15
August 12, 2025

https://www.buzzsprout.com/2507700/episodes/17268666-how-i-built-my-first-planning-package

There are training videos, including some with CPE or PE credits at https://accountants.intuit.com/training/  One is 5 Tax Projections Tools in Intuit Tax Advisor, but the Watch now is not working right now. Maybe @Kathi_at_Intuit can look into fixing it.  

Answers are easy. Questions are hard!
Kathi_at_Intuit
Moderator
August 12, 2025

@George4Tacks Thanks for the tag. We have reported this to the right department and @PC2025 we'll let you know when it is fixed. 

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