Intuit’s AI-Driven Expert Platform Revolutionizes Tax Filing with ‘Done-For-You’ Solutions for Unmatched Speed, Accuracy, and Confidence

MOUNTAIN VIEW, Calif., December 5, 2024 – Intuit Inc. (Nasdaq: INTU), the global financial technology leader behind TurboTax, Credit Karma, QuickBooks, and Mailchimp, has unveiled transformative innovations in its tax platform offerings aimed at revolutionizing the personal and small business tax filing experience. The latest AI-driven enhancements to Intuit’s expert network provide a seamless, efficient, and "done-for-you" tax filing experience that guarantees maximum refunds with speed—empowering customers to file their taxes faster and with greater confidence.

In addition to simplifying tax filing, Intuit extends its focus to helping customers make smart financial decisions throughout the year, ensuring better tax outcomes and smoother financial journeys.

AI-Powered Expertise for Personalized, Fast Tax Prep

Tax filing is often a stressful, time-consuming, and confusing process, but Intuit's new innovations take the hassle out of tax season with the power of artificial intelligence. Through Intuit’s AI-driven expert platform, the company is offering its customers an unmatched "done-for-you" tax prep experience, providing full-service assistance through a modern, tech-enhanced solution.

Thanks to seamless integration across TurboTax, Credit Karma, and QuickBooks, customers can have their tax year 2024 returns fully prepared in as little as two hours. This innovative approach pairs taxpayers with qualified experts who use AI to optimize tax filing. Whether they’re filing for personal or small business taxes, customers benefit from a tech-driven, personalized service that flags the highest deductions and credits to maximize their refunds.

TurboTax Live Assisted: Speed, Transparency, and Maximum Refunds

Traditionally, assisted tax prep has been plagued by inefficiency, manual data entry, and hidden fees. Intuit’s AI-powered expert network tackles these issues by providing a live tax expert network, offering personalized service at competitive rates. With over 12,000 qualified experts—CPAs, EAs, and tax attorneys—Intuit ensures that every customer is connected to the best-suited tax professional for their specific needs.

Key features include:

• Real-time Progress Tracking: TurboTax’s new tracker allows customers to stay informed on their tax filing progress, indicating when experts have questions or are nearing completion.
• Transparent Pricing: With no hidden fees, customers know exactly what they’re paying, and only pay for what they need.
• Expert Final Review: TurboTax Live Assisted offers an expert final review at no additional cost, guaranteeing 100% accuracy and maximum refund.

This combination of technology and human expertise redefines the tax prep process, giving users the confidence they need to file accurately and quickly.

AI-Driven Tax Filing with Auto-Fill and Document Import

The most significant barrier for taxpayers is often the time-consuming process of manually entering data. To alleviate this, TurboTax now offers AI-driven auto-fill capabilities that automatically import and upload tax documents from over 350 financial institutions. This innovation dramatically reduces errors and time spent on manual entry, speeding up the entire filing process.

Intuit’s AI platform can analyze customer information to suggest relevant deductions and credits, making tax filing not only faster but more accurate. The use of Intuit Assist ensures that customers understand every step of the process by providing clear, personalized explanations for each aspect of their filing.

Seamless Integration Across Intuit's Financial Products

What sets Intuit apart is the seamless integration across its suite of products. With TurboTax, Credit Karma, and QuickBooks, customers benefit from a unified platform that tracks and organizes financial data year-round, preparing them for tax season well before it arrives.

Credit Karma, integrated with TurboTax, will offer personalized tax insights throughout the year. Customers will receive tailored suggestions based on life events such as mortgage deductions or investment changes, helping them make informed financial decisions that lead to better tax outcomes. This year-round support ensures that customers are always prepared and never blindsided by their taxes.

Faster Refunds with TurboTax and Credit Karma Money

Intuit is also delivering faster access to refunds through its Credit Karma Money platform. Customers who file through TurboTax and use Credit Karma can access their refunds up to five days earlier than traditional filing methods, giving them quicker access to the money they need.

Additionally, Intuit offers a Refund Advance loan for eligible customers. This loan, available after IRS acceptance of their tax return, allows filers to access up to $4,000 in as little as 60 seconds—without any loan fees or credit score impact.

Year-Round Financial Empowerment with Intuit's Consumer Platform

Beyond tax season, Intuit is empowering consumers with a platform that helps them manage their finances year-round. By integrating insights from Credit Karma and TurboTax, Intuit’s platform offers comprehensive tools for making smarter financial decisions, from monitoring credit scores to optimizing tax strategies. The result is a holistic financial experience that supports users at every stage of their financial journey.

Pricing and Availability

TurboTax products for tax year 2024 are available starting today, December 5, 2024, in both English and Spanish, accessible via TurboTax.com, the Apple App Store, and Google Play Store. QuickBooks and Credit Karma tax filing services will also be available through their respective platforms, starting in January 2025.

TurboTax continues to offer special promotions, including 20% off personal taxes for small business filers and a 30-day free trial for QuickBooks Online.

Intuit: Pioneering Innovation in Financial Technology

With a customer base of nearly 100 million worldwide, Intuit is reshaping the future of financial technology. The company’s innovative products, including TurboTax, Credit Karma, QuickBooks, and Mailchimp, enable individuals and businesses to prosper. Through the seamless integration of its AI-driven platform, Intuit is making financial services more accessible, efficient, and impactful for all.

For more information about Intuit's innovative tax services, visit Intuit.com.

Conclusion

Intuit’s AI-driven expert platform is revolutionizing the way consumers approach tax filing, making the process faster, more efficient, and more transparent. By combining advanced AI technology with personalized human expertise, Intuit is providing a done-for-you experience that guarantees maximum refunds with speed and confidence. As consumers are empowered with smarter money decisions throughout the year, they can look forward to even better tax outcomes in the future.