Intuit TurboTax Adds New Full Service and Generative AI-Powered Tax Prep Experiences for Tax Filing with Ease and Complete Confidence
27 Novembro 2023 - 10:00AM
Business Wire
Expanded experiences for small businesses and
Spanish language filers means all taxpayers and small businesses
with any tax situation can file their taxes in their preferred
method
Intuit Inc. (Nasdaq: INTU), the global financial technology
platform that makes Intuit TurboTax, Credit Karma, QuickBooks, and
Mailchimp, announced today the latest evolution of its TurboTax
Live Full Service offering will launch on November 30, 2023.
TurboTax Live Full Service will match customers to a virtual tax
expert or to a local Intuit TurboTax Verified Pro for virtual or
in-person tax preparation. The company will also unveil on that
date new generative AI (GenAI)-powered innovations rolling out
across its TurboTax Online and TurboTax Live products and services,
including Spanish language translations across the full product
line-up, increasing the ease of tax preparation so every taxpayer
or small business can file their taxes how they want with complete
confidence.
"Our decades of tax expertise, network of tax pros, and Intuit’s
GenAI enable us to serve all taxpayers and small businesses
regardless of their tax situation and whether they want to do their
taxes themselves, with help along the way or hand them off," said
Executive Vice President and General Manager of Intuit's Consumer
Group, Mark Notarainni. "Now, all tax filers, including those
seeking an in-person connection with a local independent tax
expert, Spanish-speaking filers, and small business owners will
have a TurboTax experience that gives them confidence that their
taxes are done right and they are getting their biggest refund
guaranteed."
TAX FILING SOLUTIONS NO MATTER YOUR
COMPLEXITY OR HOW YOU’D LIKE TO FILE
TurboTax is delivering a suite of full service, assisted and DIY
tax preparation offerings for individuals, families and small
businesses. Enabled through Intuit’s generative AI-powered
innovations paired with the company’s virtual expert platform,
filers can choose to file their taxes themself, with assistance
along the way or fully hand off their taxes for a virtual or
in-person tax preparation experience and receive the same maximum
refund and accuracy guarantee.
TurboTax Live Full Service Offerings
Filers can hand off their taxes from start to finish with
TurboTax Live Full Service. Customers will be matched to a tax
expert with experience in their unique situation, who will do their
taxes for them via one-way video on the same day. Tax filers who
used TurboTax Full Service last tax season can also choose to work
with the same tax expert this season. New GenAI-powered, Intuit
Assist, and Intuit’s AI innovations will make everything from tax
expert-matching, document uploading, and data sharing easier,
quicker and more streamlined for the customer. It will also arm the
tax expert with the power of AI to guide their tax outcome
explanations to the customer, provide additional accuracy checks,
and other added support.
New for tax year 2023, TurboTax Live Full Service will offer
filers who prefer an in-person tax preparation experience the
option to meet and build a relationship with a local Intuit
TurboTax Verified Pro. Available in most states, customers can
visit the TurboTax website and choose an independent Intuit
TurboTax Verified Pro in their area, then securely share their tax
documents and work with the tax expert either virtually or
in-person. Utilizing Intuit’s powerful platform software,
AI-powered innovations, and customer support, Intuit TurboTax
Verified Pros will offer tax filers the same max refund and
accuracy guarantees TurboTax provides through all of its products.
In addition to providing TurboTax filers with this new in-person
tax preparation experience, Intuit TurboTax Verified Pros now have
an opportunity to grow and run their own business with the support
of TurboTax, from marketing and customer acquisition to back office
and front office capabilities.
TurboTax Live Business Offerings
After a successful launch in tax year 2022, TurboTax Live
Business is back. Also launching November 30, 2023, business
entities that are partnerships (1065), S-Corps (1120-S) and
multi-member LLCs will be matched with tax experts experienced in
their tax situation. Small business owners can fully hand their
taxes off to a specialized tax expert experienced in the
complexities of small business taxes through TurboTax Live Full
Service Business, or, in select states, choose unlimited virtual
expert help as they file through TurboTax Live Assisted Business.
Experts will help optimize business tax savings and provide
year-round guidance.
DIY & Virtual Assisted Offerings
On November 30, TurboTax will also launch TurboTax Online and
TurboTax Live Assisted products for tax year 2023. Tax filers,
regardless of their complexity, will get even smarter, more
streamlined tax preparation across all product offerings with the
power of GenAI, whether they want to do their taxes themselves,
have an experienced tax expert help them along the way, or
completely hand their taxes off.
PUTTING THE POWER OF GENAI & TURBOTAX
TECH INNOVATIONS IN CUSTOMER HANDS WITH INTUIT ASSIST
From DIY to Full Service experiences, TurboTax customers will
start to experience the streamlined, confidence boosting benefits
of Intuit’s new generative AI-powered financial assistant, Intuit
Assist. Intuit Assist is the only AI-powered financial assistant
that uses the combination of decades of domain expertise, rich
data, current tax code, Large Language Models, and the TurboTax
proprietary tax knowledge engine to provide a streamlined
experience and give customers complete confidence in an accurate
tax outcome. Within TurboTax products, Intuit Assist combines
powerful and relevant contextual tax data sets, with the power of
Intuit’s AI-driven expert platform and the accelerated investment
the company has made in GenAI to deliver game-changing new
experiences:
- Personalized Financial Assistant: Regardless of which TurboTax
product you choose, from DIY to Live Assisted to Full Service,
TurboTax is setting out to make sure customers don’t feel alone
during or after their tax filing experience. Whether they choose to
get started by uploading their tax data and documents, connecting
with one of our experts, or answering some questions about their
tax situation, Intuit’s AI-powered document checklist will help
customize the experience to only what’s relevant for the customer.
It will enable TurboTax and human tax experts to leverage the power
of AI to provide fast, personalized answers to their questions,
offer tailored insights for their situation, and even deliver
recommendations on how to best take action in the future. For
instance, when a filer uploads their W-2, TurboTax will proactively
identify other likely situations for the customer to review, such
as confirming another likely source of income, or a common credit
for tax filers like them. TurboTax then surfaces these to the
customer so nothing is missed. If the same filer chooses to have a
tax expert do their taxes instead, the tax expert is supported with
Intuit Assist’s data-backed guidance.
- Real-Time Accuracy Checks: As a customer goes through the DIY
and Virtual Assisted filing process, Intuit Assist will check for
accuracy and completeness along the way. For instance, Intuit
Assist will surface missed information, and customers will get
guidance for resolving the mistake while they work. This innovation
cuts down on document reviews and filer mistakes, addressing them
while the customer is entering their information.
- Deep Explanations: Thorough and contextual explanations give
customers confidence in their tax outcome by offering a detailed
breakdown of their comparative numbers from last year and this
year. To enable this, we are using a Large Language Model (LLM)
trained extensively by our tax experts to understand the nuances of
a customer’s tax situation and offer meaningful insights for the
individual. If customers are stuck in their return or choose to
fully hand their taxes over, we will guide them to a human tax
expert who can provide fast answers, personalized insights, and
recommendations for their specific situation.
- Spanish language experience: Spanish speaking filers who have
been searching for and prefer to have a comprehensive Spanish
language filing experience will be able to choose to have the
TurboTax Online and Live Assisted product, as well as the
onboarding experience for Full Service experiences translated to
Spanish across all states. Using Intuit’s GenAI and LLMs, multiple
TurboTax products now offer on-the-fly Spanish translations,
including on mobile and desktop. Spanish filers will be able to
engage across the tax filing experience in Spanish, including help
content and explanations to better understand specific topics.
All TurboTax Live and TurboTax Online products will be available
on November 30, 2023, in English and Spanish at www.TurboTax.com,
the Apple App Store and Google Play Store. See product pricing for
product forms availability.
ABOUT INTUIT
Intuit is the global financial technology platform that powers
prosperity for the people and communities we serve. With 100
million customers worldwide using TurboTax, Credit Karma,
QuickBooks, and Mailchimp, we believe that everyone should have the
opportunity to prosper. We never stop working to find new,
innovative ways to make that possible. Please visit us at
Intuit.com and find us on social for the latest information about
Intuit and our products and services.
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version on businesswire.com: https://www.businesswire.com/news/home/20231127748809/en/
Lisa Greene-Lewis Lisa_Greene-Lewis@intuit.com
Intuit (NASDAQ:INTU)
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