How we talk to the experts

Content guidelines for the Intuit expert portal and other expert communications

Through its expert platform, Intuit talks to tax and financial professionals and enables them to talk to our customers (their clients). Here’s how we make these conversations work.


How we talk to tax and financial experts

Respect their expertise

Speak to them like the experts they are. Don’t be afraid to use professional language.

Show them their impact

Help them see the impact their work has on people’s lives. Show them how it makes a difference, big or small.

Speak to a higher purpose

Our experts are an important part of Intuit’s mission to power prosperity, and they should know it. 

Be their supportive partner

We’re in this together. Help them feel prepared and confident by letting them know we always have their back.


How experts talk to our customers (their clients)

Create a safe space

Foster a confidential, trusting relationship, free of judgment. Put yourself in their shoes.

Lead with expertise

Customers are delighted when they can speak with a real expert. Lead with your credentials and experience.

Reassure them

Life can be crazy, so put them at ease. When things are complicated, acknowledge it. And when possible, show them how you’ll get them through. Don’t leave them hanging.

Empower them

Set clear expectations and make them feel confident enough to handle things. Not everyone will feel confident. Do your best to steer them toward the right path.