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Accounting

Intuit Introduces New Benefits for Tax Professionals

Intuit is introducing three new programs aimed to make tax professionals more profitable with incentives up to $25 per return, free software offers and a free service to find new clients.

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Intuit is introducing three new programs aimed to make tax professionals more profitable with incentives up to $25 per return, free software offers and a free service to find new clients.

Intuit Personal Pro

Tax professionals looking for new clients can join a free service that connects individuals and small business owners who want the tax return prepared for them with credentialed and highly experienced professionals. Intuit Personal Pro, formerly Intuit CPA Select, unveiled new branding and new benefits for tax professionals today.

The program, now open to Enrolled Agents and Certified Public Accountants, matches taxpayers with tax professionals who meet their specific needs. This online service can reduce the need for marketing and payment collection. The entire process can be done completely online. Tax preparers can learn more and enroll in the program on the Intuit Personal Pro Website.

ProSeries Refund Transfer Incentives

The ProSeries Refund Transfer program offers tax professionals the opportunity to earn more money while providing increased savings for their clients.

New tax preparers get:

  • Free Intuit ProSeries software for tax professionals who process more than 50 Refund Transfers during tax years 2014 and 2015
  • $10 per funded Refund Transfer
  • Zero additional processing fees on all Refund Transfers (with a one-time per client bank setup fee).

Existing ProSeries receive:

  • $10 incentive on all incremental refund transfers processed over last year, or
  • If you refer a friend who becomes a new customer, we’ll pay a $10 incentive per refund transfer on all transactions, plus
  • Zero additional processing fees on all Refund Transfers (with a one-time per client bank setup fee).

American Express Serve Incentives

Through a new partnership with American Express Serve, Intuit is offering its professionals $15 per return for every client who accepts their refund on a new American Express Serve Card. In addition to the incentive, tax professionals can provide further benefits to their clients by eliminating unnecessary cash checking fees for taxpayers who choose to receive their eligible IRS tax refunds on an American Express Serve Card, a full-service reloadable prepaid account1.  

“Our customers are passionate about delivering great service and these unique programs and incentives enable us to deliver real value to the tax professional by helping them grow their profits while providing increased savings to clients who often rely on fast and inexpensive refunds,” said CeCe Morken, Senior Vice President and General Manger of Intuit’s Professional Tax Division. “And with Personal Pro, they can also make easier connections with new customers who sometimes need the help and certainty around that tax prep process that a qualified tax professional can provide.”