Workflow tools ProConnect™ Tax AI-powered Client Briefing Read the Article Open Share Drawer Share this: Click to share on X (Opens in new window) X Click to share on Facebook (Opens in new window) Facebook Click to share on LinkedIn (Opens in new window) LinkedIn Written by Langley Barth Modified May 23, 2025 0 min read You can now simplify tax prep by creating a quick summary of a client’s previous Intuit® ProConnect™ Tax filing. When getting ready to provide advisory services or prep tax filings with your client, you can help ensure a productive meeting by collecting, organizing, and reviewing all of their relevant information. ProConnect Tax will pull key info from more than 60 data points in your client’s previously filed return using generative AI to surface a summary that can give you a head start on their next return. Create a client briefing in ProConnect Tax. Learn more Previous Post Early onboarding is a must for new tax software Next Post ProAdvisor In the Know: Intuit® ProConnect™ Tax AI Written by Langley Barth Langley Barth is a product marketing manager with Intuit ProConnect Tax. In the past, Langley worked in marketing for Mint and the San Diego Padres, after six years as a Naval Officer onboard ships. More from Langley Barth Comments are closed. Browse Related Articles Tax Law and News When does a hobby become a business? Tax Law and News Is the IRS contacting your clients? Verify! Practice Management Practical uses of AI for productivity & client work Tax Law and News August 2025 tax and compliance deadlines Tax Law and News Big Beautiful Bill tax deductions for workers and seniors Advisory Services White paper: Scaling advisory services to your clients Tax Law and News Year-round tax planning tips for clients Practice Management Optimizing your firm for hybrid and remote work Grow your practice Scale your firm, your way Advisory Services Modern marriage issues: Postnup agreements