Your tax questions deserve expert-backed AI
Tax season has always come with one big question: Am I leaving money on the table? This year, with AI rapidly reshaping how people manage their finances, a second question has emerged: Can I trust AI with something this important?
Our answer is simple: Yes, you can trust AI with your taxes … when it’s backed by decades of tax expertise and purpose-built, for one of the most consequential financial moments of the year. Nearly 40 million Americans trust TurboTax to do exactly that, we’re bringing that trusted experience to more places, and making it more robust than ever before.
Today, we’re proud to announce two milestones that bring TurboTax’s trusted financial intelligence to more customers, wherever they already are.
The tax engine behind millions of returns, now live on Claude
The TurboTax connector on Claude brings TurboTax capabilities directly into Claude, including personalized and real-time tax estimates, instant refund projections, seamless connection to a live Intuit tax expert, and a personalized tax document checklist with in-app document capture capabilities.
This brings TurboTax’s trusted tax engine — the same core framework that powers millions of returns every year — directly into Claude, the AI assistant millions of people already use for work and life. And the data collected by TurboTax stays protected with the same privacy and security practices we apply across all of our products.
How to launch the TurboTax Claude Connector
In three simple steps, you can add TurboTax to your Claude account:
Step 1: Open your Claude.ai account and navigate to the left side tab, “Customize.”
Step 2: Click “Connectors,” then click on the search bar and type “TurboTax.” Select the TurboTax app from the results.
Step 3: Click “Connect” and start asking your tax questions.
The TurboTax app in ChatGPT just got even better
Since launching our app in ChatGPT earlier this year, TurboTax has been helping users get personalized tax estimates, instant refund projections, and connect seamlessly with a live, local tax expert. Today, that experience gets even better with help for one of the biggest friction points in filing: getting organized.
Based on a few questions about their tax situation — whether they’re a freelancer, a homeowner, a retiree, or all three — users receive a personalized checklist of which forms to gather, can upload documents directly within the TurboTax app in ChatGPT, and can pick up right where they left off in TurboTax to continue filing.
How to get a personalized tax checklist in ChatGPT
Step 1: In ChatGPT, find Apps in the left side tab. Search for “Intuit TurboTax” and click “Connect Intuit TurboTax.”
Step 2: You’ll be prompted to sign into TurboTax or set up an account, if you don’t already have one. You’ll be brought back to ChatGPT after logging in.
Step 3: From the Intuit TurboTax App, click “Start chat.”
Step 4: Try a prompt like “Help me gather the documents I need for my taxes.”
Step 5: Answer a few questions about your tax situation and get your personalized checklist. Review your checklist, gather your documents, and start filing on TurboTax.
This is what purpose-built AI actually looks like
People are increasingly turning to AI to help manage their most important financial decisions. For the 75% of American households earning under $100,000, the tax refund is often the largest paycheck of the year: The average refund last season topped $3,000, and filers this season expect to see up to a $1,000 increase in their refund or a lower balance due.
When this much is on the line, you need accuracy you can count on. TurboTax knows your financial picture, operates on a platform built to protect your data, and has a real expert standing behind every calculation: purpose-built and trained by our network of 15,000 tax experts, leveraging 70,000 financial data points per consumer on a closed, secure platform.
What TurboTax customers get that no one else can offer
Your return, nearly done before you start. Our AI in TurboTax automates data entry for 90% of tax forms, including complex 1040s and 1099 composites, by ingesting them directly from financial institutions. For simple filers, we can prepare 80% of your return before you even start.
More money back in your pocket. Our Cost Basis Adjustment Assistant alone saved customers an average of 50 clicks and lowered taxable income by a median of $12,000 during its pilot phase. Tax Break Finder identifies missing credits and deductions customers may qualify for. In a pilot, Tax Break Finder found additional deductions or credits for 12% of filers who reported an average savings of $327.
Your refund, faster. Getting your refund is important; getting it quickly is just as critical. TurboTax’s 5 Days Early lets eligible filers receive their federal refund up to 5 days earlier in their bank account of choice for a fee, or in a Credit Karma Money Checking account for no additional cost. And with Refund Advance, qualifying customers can access up to $4,000 of their expected refund with no loan fees and 0% APR — in as little as 30 seconds after IRS acceptance of your tax filing.
Putting every dollar to work. Getting the refund is just the start. Intuit’s Consumer Platform, which combines TurboTax and Credit Karma, uses AI to help members take control of their finances year-round. Credit Karma’s Refund Assistant provides members with personalized refund allocation plans.
AI and human intelligence, working together for you. Our AI and proprietary technologies do the heavy lifting: automating, calculating, and personalizing while our network of 15,000 experts provide the judgment, confidence, and accountability that only a human can bring.
Together, these milestones are the latest chapter in Intuit’s long-standing commitment to AI leadership. Backed by decades of investment in data and AI, Intuit has moved quickly and deliberately to bring that expertise into the platforms where people are already getting work done. Partnering with the world’s leading AI companies ensures that when people turn to AI for financial guidance, they’re getting answers they can actually trust.
Tax season is one of the most important financial moments of the year. Every taxpayer deserves the biggest possible advantage. That advantage is available right inside Claude and ChatGPT.
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