It will get to know a consumer’s individual tax situation and apply its knowledge, navigating the tax code, including the latest changes.
Intuit Assist for TurboTax - Underpinned by Intuit’s decades of tax domain expertise, rich data, and proprietary, AI-powered Tax Knowledge Engine, Intuit Assist will work alongside tax filers of any income or complexity, helping them every step of the way.And they’ll be given the tools to make smart money decisions throughout their financial journey with Credit Karma. They’ll be able to get personalized recommendations throughout the year, with actions they can take to maximize their tax refund and accurately file taxes in record time with TurboTax. This responsible stewardship, paired with Intuit’s investments in AI and data over the last decade, boils down to a generative AI leadership position in the consumer and small business fintech space.”Ĭonsumers will find it easier than ever to manage and improve their financial lives. “We believe Intuit stands out for its ability to harness robust data across the small business, tax, and consumer finance segments to deliver accurate and personalized AI-driven experiences at scale. As people start to make financial decisions with the help of this technology, responsible stewardship and accuracy are paramount,” said Patrick Moorhead, founder, CEO, and chief analyst at Moor Insights & Strategy. “AI is fundamentally changing how we work and live. It will help level the playing field for entrepreneurs and small businesses that don’t have access to the same resources their larger enterprise competitors do, supporting those who need it the most. Intuit Assist will leverage rich customer data with AI and human experts to empower consumers and small business owners to more confidently make smart financial decisions. Intuit Assist spans the company’s products to harness their power and deliver new benefits in all-new ways to improve customers’ financial lives. “Leveraging our vast amounts of rich data and years of investment in AI and GenAI, we’re unlocking the power of our platform to reimagine AI-assisted customer experiences.” We’re creating a future where we do the hard work for small businesses and consumers to fuel their financial success, helping them achieve their dreams,” said Sasan Goodarzi, chief executive officer of Intuit. “With the introduction of Intuit Assist, we’re taking a giant step forward in powering prosperity for all. Intuit Assist will intuitively show, guide, help, and do the hard work for users, and connect customers to experts on our Live Platform to provide human assistance when needed. This data, combined with the power of Intuit’s AI-driven expert platform and the accelerated investment the company has made in GenAI, will deliver game-changing new experiences.
Intuit Assist uses powerful and relevant contextual data sets spanning small business, consumer finance, and tax to deliver personalized financial insights to our 100 million small business and consumer customers. Embedded across Intuit’s platform and products with a common user interface, Intuit Assist will put the power of next-generation AI in the hands of customers.
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