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Understanding QuickBooks customers use of tax prep services
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QuickBooks Live Tax Update
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Understanding QuickBooks customers use of tax prep services
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Dear Accountants,
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At Intuit QuickBooks, we know that connecting businesses to experts like you are crucial to their long-term success. That’s why we invest in delivering accountant-only products and tools that help you create more efficiencies, save time, and provide guidance to your small business clients. We also provide QuickBooks Live, helping business owners to easily connect with a Live expert. QuickBooks Live experts are professionals across a range of services, with experience in their field, certified in QuickBooks and determined to help businesses succeed using the QuickBooks platform.
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We’re committed to partnering with accounting professionals. As we expand the QuickBooks Live portfolio, our focus is shifting toward providing more assisted services (do-it-with-me) that focus on teaching and nurturing businesses that are trying to "do it alone," exposing them to the value of working with experts. This shift means that we will heavily invest in helping QuickBooks customers work with a range of professionals, including accounting firms, to ensure their long term success, no matter what stage or size the business. We aspire to build a durable partnership with the accounting industry, which is why we’re reaching out to you today to share our plans.
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Starting this month, in the Tax tab in QuickBooks Online, we’ll be asking QuickBooks Online customers, including your clients, if they receive expert help in preparing their annual business taxes. You can see the screenshot of the experience below.
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Customers who respond “Yes, an accountant files for me” indicate that they receive tax prep services already and will be prompted to reach out to their accountant to start preparing their annual tax return.
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Customers who tell us they don’t receive help preparing taxes will receive information about our QuickBooks Live Tax, Powered by TurboTax offering.
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We believe that by knowing which customers may need assistance in tax preparation, we can set them on a path for success, obtaining their maximum refund, guaranteed, and prepare them for the incremental, advisory expert services you provide.
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Thank you for your continued partnership. If you have any questions, feel free to leave your feedback or comment here.
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Best regards,
The QuickBooks Team
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General FAQ
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What does the experience look like?
The following screenshots show the customer experience. Details and offers may vary based on information entered by a customer and current promotions.
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If they select, “Yes, an accountant files for me,” the following content will appear:
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If “No, I file my annual taxes myself” is selected, the below information will appear:
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How do I get more information about QuickBooks Live Tax and who qualifies?
You can visit our blog post here to learn more.
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Can I refer my clients to QuickBooks Live Tax?
Not at this time, but we are working to make this possible in the future. If you feel your client is a fit for QuickBooks Live Tax please refer them to this webpage.
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View on web
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ELM ID: 6723-001
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*QuickBooks Live Tax, powered by TurboTax, is an integrated service with QuickBooks Online. Fees apply at the point of print or e-file. Additional terms, conditions and limitations apply. For guarantee information, see: https://turbotax.intuit.com/corp/guarantees/. All features, services, support, prices, offers, terms and conditions are subject to change without notice.
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