Intuit

Helps customers file taxes with less manual work, find tax breaks, get expert assistance, and pursue a larger refund.

Helps people understand and build credit, manage spending, find savings opportunities, and make informed financial decisions.

Helps businesses manage finances, get paid, handle payroll, and gain insights with tools and support designed to help them run and grow.

Helps businesses engage customers and grow revenue with personalized, automated marketing campaigns across channels.

Helps complex businesses close faster, consolidate financials across entities, automate routine work, and scale with audit-ready information.

Helps accounting firms streamline operations, work efficiently across client files, scale advisory services, and earn firm-level rewards.

Helps accountants prepare returns, manage tax workflows, and identify tax-saving opportunities with professional tax software.

Provides personalized financial guidance and help with taxes, money decisions, business tasks, and customer engagement across Intuit products.

Helps customers make financial decisions and get tax, money, and business work done with AI and expert support.

Helps businesses earn cash back, organize expenses, and manage employee spending with QuickBooks-connected tools and no annual fee.

Helps students build financial literacy and career readiness through free curriculum and real-world classroom tools.

Helps accounting professionals differentiate their practices with discounts, marketing tools, training, certification resources, and eligible referral rewards.

TurboTax

TurboTax helps customers prepare and file taxes themselves or have an expert file for them. Its AI helps identify tax breaks, and it can import W-2 and investment forms to reduce manual entry. Customers can get expert help year-round and access tax-ready tools, audit protection, and audit defense. TurboTax also offers personalized financial help through its app in ChatGPT.

• Prepare And File Taxes
  Prepare and file taxes independently or choose to have an expert file for you.
• Get Matched Expert Help
  Connect with a tax expert suited to your situation, ask for help or a review, or hand off the work. Expert help is also available year-round.
• Find More Tax Breaks
  Use AI to identify deductions and tax breaks that may apply to your tax situation.
• Import Tax Forms Directly
  Bring W-2 and investment forms into TurboTax directly, cutting down on manual data entry.
• Maximize Your Refund
  TurboTax promotes help finding deductions and maximizing your refund, backed by its stated guarantee.
• Stay Tax-Ready Year-Round
  Access TurboTax support and tax resources throughout the year to help stay prepared.
• Get Audit Protection
  Access the audit protection service listed among TurboTax's tax offerings.
• Get Audit Defense
  Access the audit defense service listed among TurboTax's tax offerings.
• Get Personalized Tax Guidance
  Use the TurboTax app in ChatGPT for personalized financial assistance, including tax refund estimates.

Credit Karma

Credit Karma is a personal finance platform with free credit monitoring and tools to help people manage spending, save, and build credit. It provides credit information, personalized insights and recommendations for credit, debt, savings, and other money decisions, along with curated financial offers. Customers can review recurring charges, find savings opportunities, explore savings products, and use credit-building tools. Credit Karma also provides personalized financial help through apps in ChatGPT and Claude. Intuit has announced free federal tax filing through Credit Karma Tax.

• Monitor Credit And Review Your Information
  Use credit scores, reports, and monitoring tools to review credit information and keep track of it.
• Get Recommendations For Financial Goals
  Personalized insights and recommendations help customers consider next steps across credit, debt, savings, and other financial matters.
• Review Spending And Recurring Charges
  Review recurring charges and spending categories to consider which expenses to reduce.
• Find Savings Opportunities And Products
  Explore ways to save, review savings opportunities, and find savings products and offers.
• Build Credit And Grow Your Score
  Credit-building tools support customers working to build credit and grow their credit scores.
• Explore Curated Financial Offers
  Review curated offers for financial products, including credit cards and loans.
• Get Personalized Financial Guidance
  Access personalized and actionable financial help in ChatGPT and Claude, including insights into factors that may affect a credit score.
• File Federal Taxes For Free
  Credit Karma Tax is described as providing free federal tax filing, with faster refunds.

QuickBooks

QuickBooks is a financial platform for small and mid-market businesses, bringing accounting, bookkeeping, invoicing, payments, payroll, and capital together. Its AI agents and live experts can help with business tasks, provide insights, and support decisions and growth. QuickBooks also offers products and resources for accounting professionals.

Category: Accounting Software

• Manage Business Books
  Keep accounting and bookkeeping together with other business financial tools in QuickBooks.
• Create And Manage Invoices
  Manage invoices through QuickBooks and use invoicing tools designed to help businesses stay ahead of payments.
• Manage Business Payments
  Keep business payments connected with other QuickBooks financial tools. QuickBooks Payments is subject to eligibility, credit, and approval requirements.
• Handle Business Payroll
  Use QuickBooks payroll options alongside accounting and other business financial tools.
• See Business Insights
  Review business insights and customer and revenue trends to support business decisions.
• Automate Routine Business Work
  Use AI assistance to take business tasks off your plate and access relevant insights, with work performed with your approval.
• Get Live Expert Support
  Access live expert assistance as part of QuickBooks' combination of AI tools and human expertise.
• Connect Business Apps
  Integrate apps with QuickBooks and connect them to accounting and payments data through its platform and APIs.
• Explore Business Capital
  Explore capital options offered within the QuickBooks product range for businesses.

Mailchimp

Mailchimp is a marketing platform that helps businesses reach audiences with relevant messages and grow revenue through email, SMS, and coordinated omnichannel campaigns. Its tools include customer relationship management, audience segmentation, campaign analytics and optimization, and automated customer journeys that can adapt to behavior. AI-backed features help businesses identify high-potential customers, personalize campaigns, and create automation flows. Mailchimp also supports campaign ideation and execution through Claude.

• Reach Customers Across Channels
  Coordinate email, SMS, and other marketing channels to reach customers with campaigns at scale.
• Target Relevant Customer Groups
  Use customer segments and predictive insights to identify audiences and tailor campaigns to them.
• Automate Behavior-Based Journeys
  Set up automation flows that respond to customer behavior and deliver relevant messages through marketing journeys.
• Personalize Customer Marketing
  Use AI-backed personalization and predictive customer segments to help match campaigns and messages to customer audiences.
• Improve Campaign Performance
  Use reporting, analytics, and campaign optimization tools to understand results and identify opportunities to improve marketing activity.
• Understand Valuable Customers
  Use customer information and CRM tools to identify and better understand valuable customers.
• Find And Reach High-Potential Customers
  Identify high-potential customers and connect with them using relevant messages to support lead conversion and sales.
• Create And Execute Campaigns
  Use Claude to ideate and carry out campaign work, from template design and image editing to copy and audience targeting.
• Access Real-Time Marketing Insights
  Use Mailchimp in ChatGPT to automate key tasks and access personalized insights based on real-time business data.
• Sync Customer Data
  Connect customer data with QuickBooks to support more connected work across business tools.

Intuit Enterprise Suite

Intuit Enterprise Suite is an AI-native ERP for mid-market businesses with complex financial operations. It brings multi-entity management, financial close workflows, reporting, and automation together to help businesses scale. Teams can consolidate financials across entities, automate intercompany eliminations, and use AI to standardize charts of accounts and detect variances. The suite also provides role- and entity-based access controls, audit trails, and industry-specific workflows. Businesses can migrate from legacy ERPs or upgrade from QuickBooks, with migration support and familiar data and workflows for eligible QuickBooks customers.

• Automate Routine Finance Work
  Reduce manual finance work with AI-driven automation across accounting workflows, while keeping the rationale and source data available for review.
• Consolidate Financials Across Entities
  Bring entity-level financial information together for a consolidated view, and streamline intercompany activity and reporting.
• Close The Books Faster
  Streamline close workflows with automated eliminations, ongoing ledger reconciliation, and AI-surfaced entries to support faster and more reliable closes.
• Track Actions And Control Access
  Set permissions and approval levels to match organizational needs, while maintaining traceable activity and entries for audit preparation.
• See Performance Across Dimensions
  Use detailed reporting to understand profitability across business dimensions and access consolidated information for financial decisions and advisory.
• Run Workflows Built For Your Industry
  Use workflows tailored to industry operations, including construction reporting, nonprofit grant management, field services margin visibility, and manufacturing costing.
• Move To The Suite With Support
  Plan a transition from a legacy ERP or QuickBooks, with data preparation and customer success support for setup and training described for applicable customers.
• Connect Key Business Functions
  Bring financial and operational functions together in a connected platform and share information across teams.
• Tailor Advisory With Client Insights
  Use consolidated client data, profitability views, and industry-specific KPIs to shape reporting and advisory around each client's needs.

Intuit Accountant Suite

Intuit Accountant Suite is an AI platform for accounting firms, built to help them boost efficiency, streamline operations, and make confident decisions. It supports advisory work with insights and benchmarks, helps firms standardize workflows, centralizes client books and records, and lets teams work across client files side by side. Firms can also earn rewards through ProPartner.

• Scale Advisory With Insights And Benchmarks
  Use insights and benchmarks to support the growth of advisory services.
• Centralize Client Books And Records
  View client books and records centrally, helping firms keep client information organized.
• Standardize Workflows Across The Firm
  Create more consistent workflows firm-wide.
• Work Across Client Files Side By Side
  Work with multiple client files side by side to support the firm's client work.
• Free Teams From Repetitive Work
  Reduce repetitive work so firm teams can spend less time on recurring tasks.
• Earn Firm-Level ProPartner Rewards
  Participate in ProPartner to earn rewards at the firm level.

Intuit Professional Tax

Intuit Professional Tax is a range of tax platforms and software for accountants and firms, including ProConnect Tax, Lacerte Tax, and ProSeries Tax. Its offerings support customizable tax preparation workflows, tax planning, tax-saving strategies, and return management across entities and filings. Depending on the product, accountants can access tax software from anywhere, automate manual work, and use tools designed to help prepare returns efficiently and confidently. ProConnect Tax integrates with Intuit Accountant Suite to support book-to-tax transitions.

• Prepare Returns With Custom Workflows
  Prepare tax returns with software and workflows that can be configured to suit an accounting firm's needs.
• Streamline Book-To-Tax Transitions
  Connect ProConnect Tax with Intuit Accountant Suite to support transitions from bookkeeping to tax preparation.
• Manage Returns Across Entities
  Keep tax returns and filings across entities organized within the professional tax workflow.
• Identify Tax-Saving Opportunities
  Use tax planning tools and tax-saving strategies to help identify potential savings for clients.
• Prepare Returns With Confidence
  Supports tax professionals in preparing returns with confidence as part of their tax-practice workflow.
• Automate Manual Tax Work
  Reduce manual work through tax-practice automation.
• Access Tax Software Anywhere
  Use tax software from different locations, as described for Lacerte and ProSeries.
• Generate Tax Plans Faster
  Support generating tax plans in less time, helping tax professionals develop plans for clients more efficiently.
• Try Lacerte Tax For Free
  Accountants can try Lacerte Tax through the free trial offered on the product page.

Intuit Assist

Intuit Assist is a generative AI-powered financial assistant across Intuit products. It provides intelligent, personalized recommendations and helps customers do financial work related to taxes, personal finances, and business. Through TurboTax, it helps customers file taxes accurately and quickly; through Credit Karma, it supports money decisions; through QuickBooks, it provides business insights and task assistance; and through Mailchimp, it helps customers grow and engage their audiences.

Category: AI Assistant Software

• Get Personalized Financial Guidance
  Receive intelligent recommendations tailored to customers' financial needs through Intuit's products.
• File Taxes Accurately And Quickly
  Get help completing tax filing through TurboTax with a focus on accuracy and speed.
• Make Smarter Money Decisions
  Get support for making money decisions throughout your financial journey with Credit Karma.
• Access Relevant Business Insights
  Use relevant insights from QuickBooks to help inform business decisions and support business growth.
• Get Business Work Done
  Get help with business tasks through QuickBooks, so you can focus on growing and running your business.
• Grow And Engage Your Audience
  Use Mailchimp assistance to help grow and engage your customer audience.

Intuit Intelligence

Intuit Intelligence powers Intuit products with AI that understands customers’ finances and human expertise when it counts. It uses financial data to provide insights, recommendations, reports, and forecasts, and can automate work with customer approval. Across tax, personal finance, business, and marketing tasks, it helps customers get work done, make financial decisions, and access expert guidance.

Category: AI Assistant Software

• Automate Routine Financial Work
  AI agents can take on routine tasks across taxes, personal finances, and business operations. Customers approve automated work, while custom workflows can be tailored to business needs.
• Turn Financial Data Into Actionable Insights
  Use reports and data-grounded insights to understand finances and inform decisions. Business reports can draw on the latest business data.
• Get Expert Guidance When It Counts
  Access human expertise to review work and guide financial decisions, complementing AI when a task calls for human judgment. Expert subscriptions are paid.
• Explore Potential Financial Outcomes
  Forecasting helps customers consider how different decisions could affect their finances using their data as the basis for analysis.
• Find Personalized Ways To Improve Finances
  Data-grounded recommendations help customers identify potential savings and consider next steps based on their financial circumstances.
• Find Tax Breaks And Reduce Manual Entry
  Use AI to identify potential deductions and reduce paperwork through direct import of tax forms, with expert help available when needed.
• Spot Unusual Activity And Update Records
  Transaction alerts bring unexpected activity to customers' attention, while automated categorization helps maintain up-to-date books.
• Access Financial Intelligence Across Products
  Access AI-driven financial assistance through Intuit products for tax, personal finance, business, and marketing tasks. Integrations can also bring financial tools into other environments.
• Identify Customers And Personalize Campaigns
  Customer insights can help businesses identify promising leads, understand customer groups, and tailor marketing campaigns.
• Send AI-Generated Invoice Reminders
  AI-generated reminders help businesses follow up on invoices and support faster payment.
• Build Agents For Specialized Business Workflows
  Tailor agents to business needs and industry-specific workflows, with security and compliance requirements considered in their design.

Intuit Business Credit Card

The Intuit Business Credit Card is a business credit card issued by WebBank and designed to connect with QuickBooks. It syncs transactions with books for spending visibility, and its mobile app supports receipt uploads and card management. The card offers cash back, employee virtual and physical cards with spending controls, and an instant virtual card upon approval. It has no annual fee, and applying does not impact the applicant's personal credit score.

• Earn Unlimited Cash Back
  Earn unlimited cash back on everyday purchases and Intuit products and services. Rewards are applied as statement credits to the card account.
• Sync Transactions With QuickBooks
  Automatically sync transactions with QuickBooks for real-time spending visibility and streamlined expense tracking, categorization, and reconciliation.
• Manage Team Cards And Spending
  Issue virtual or physical cards to employees and contractors, set flexible spending limits, and monitor purchases and card activity in real time.
• Capture And Organize Receipts
  Photograph and upload receipts in the mobile app, where they are tagged to purchases and stored and organized for tax preparation.
• Start Spending With A Virtual Card
  Get a virtual card upon approval and use it immediately online or in-store with Apple Pay or Google Pay while waiting for a physical card, if needed.
• Avoid An Annual Fee
  Keep the card without paying an annual fee.
• Apply Without Affecting Personal Credit
  Applying does not affect your personal credit score; approval and eligibility remain subject to credit review and business qualifications.
• Earn A $300 Spend Bonus
  Earn a $300 cash-back bonus after making $3,000 in purchases within the first three months of opening the account.
• Access Business-Based Credit Limits
  Credit limits range from $1,000 to $50,000 and are based on the business profile rather than only the applicant's personal credit score.
• Access Business Discounts And Offers
  Use available offers and discounts on business services to help reduce costs. Offer terms and savings vary by provider.
• Pay Online Or In The Mobile App
  Review monthly account activity and make payments through the online account dashboard or the mobile app.

Intuit for Education

Intuit for Education is a free financial literacy curriculum and program for schools and students. It brings real-world tools into classrooms to help students, adult learners, and entrepreneurs build financial and career skills for managing money and preparing for work and adulthood.

• Build Financial Literacy
  The free curriculum helps schools and students develop financial literacy through education and learning resources.
• Prepare Students For Careers
  The program helps students build career skills and prepare to enter adulthood with practical skills.
• Bring Real-World Tools Into Classrooms
  Classroom use of real-world tools connects learning with practical finance and career skills. Intuit makes free products available for classroom use.
• Develop Money Management Skills
  The program helps learners build money management skills as part of preparing for adulthood and future challenges.

QuickBooks ProAdvisor Program

The QuickBooks ProAdvisor Program gives accounting professionals access to benefits and resources, including exclusive discounts, marketing tools, and training, to help differentiate their practices. Related training and certification resources help professionals build confidence, earn CPE credits, and expand their QuickBooks product knowledge. Approved participants in the ProAdvisor revenue share program may qualify for referral bonuses on eligible Intuit Enterprise Suite client contracts.

• Differentiate Your Practice
  Use marketing tools provided through the program to help distinguish your accounting practice.
• Earn Eligible Referral Bonuses
  Approved revenue share participants can earn a 30% bonus on the first year's subscription fees for eligible new Intuit Enterprise Suite client contracts they refer.
• Access Exclusive Pricing
  Exclusive discounts give participants access to preferred pricing opportunities.
• Build Confidence And Earn CPE
  Expert training helps accounting professionals build confidence and earn CPE credits.
• Expand QuickBooks Product Knowledge
  Professionals can expand their knowledge of QuickBooks products through certification.