November 6, 2025 — Leads & Copy — Intuit Inc. (Nasdaq: INTU) has unveiled new AI and Agentic AI experiences for Credit Karma and TurboTax, creating an all-in-one Consumer Platform for year-round personal finance control and better money outcomes.
Intuit’s Consumer Platform provides done-for-you daily finance management and wealth optimization by predicting and automating actions across credit, debt, money management, wealth building, and tax preparation. Advanced Agentic AI is paired with Human Intelligence (HI) through a network of 13,000 experts, offering trusted, personalized guidance and actively delivering more money, faster.
According to Mark Notarainni, Executive Vice President and General Manager, Consumer Group, Intuit, Inc., with many American households earning less than $100K annually and a large percentage of Credit Karma members managing revolving debt, personal finances can be overwhelming. Intuit aims to automate the tedious aspects of finances, empowering consumers to spend less time worrying and more time confidently living their best lives.
The Consumer Platform delivers three core benefits:
- Done-For-You Experiences Through AI+Human Intelligence (AI+HI): Personalized guidance and money solutions anticipate needs and maximize financial results with minimal manual effort.
- Trusted Advice Through Local AI Concierges and AI Powered Tax Experts: Year-round financial guidance, credit help, and expanded local tax expert support instill confidence in achieving money goals.
- More Money, Faster: The Consumer Platform delivers more money in one place, from establishing credit history to providing Fast Money options and instant refunds.
New Agentic AI assistants and Intuit’s AI+HI transform complicated financial tasks into effortless, done-for-you experiences that reduce stress, save time, and put more money in customers’ pockets year-round.
Key features include:
- Credit Spark: A credit builder that turns everyday payments into credit-building activity, with no fee or debt. Members can share up to 24 months of past payments with TransUnion.
- My Cards: Credit Karma helps members actively maximize rewards for the cards already in their wallet, providing a single place to manage credit cards and get personalized recommendations on spending patterns and expiring benefits.
- Debt Assistant (Coming Soon): An AI-powered automated debt strategist that analyzes finances and crafts a personalized debt pay-down plan, recommending consolidation, refinancing, and tackling high-interest debt.
- Tax Assistant: Transforms annual tax filing into ongoing, simple steps. Members with simple tax situations can have up to 80% of their Tax Year 2025 taxes ready to go come tax time (taxes typically filed in 2026).
- Refund Assistant (Coming Soon): Provides personalized recommendations to crush debt, build an emergency fund, build credit, or invest for the future.
Intuit’s AI tax help is revolutionizing the tax filing experience through effortless done-for-you tax preparation.
Key advancements include:
- Eliminating Manual Data Entry: Intuit now automates data entry for 90% of the most commonly used tax forms. AI automatically ingests tax forms directly from financial institutions, eliminating work for taxpayers.
- Guaranteed Maximum Outcome: An Outcome Maximization Assistant analyzes millions of data sets to predict and identify potential deductions and credits, including state-specific ones. An AI Concierge connects filers with an expert suited to their situation.
- Cost Basis Adjustment Assistant: Simplified calculations saved customers an average of 50 clicks and lowered taxable income by a median increase of $12K during its pilot phase.
- AI Agents For Businesses & Side hustlers (Coming Soon): The Business Expense Maximization Assistant can import and understand unstructured spreadsheets and categorize expenses according to IRS guidelines, while the Income Qualification Assistant helps customers easily categorize their income and file with confidence.
TurboTax is making human expertise more accessible through an expanded service footprint that offers customers the option of convenient virtual or in-person filing and consultation options.
AI-Driven Expert Matching: Intuit’s AI matches customers with the perfect tax expert for their unique situation and provides the option of meeting with them via one-way video or in person.
TurboTax Gets Local: TurboTax is delivering AI+HI local tax prep through:
- Approximately 20 new TurboTax stores in major cities across the country.
- Nearly 600 TurboTax Expert offices nationwide (200 more than last tax season).
- Small Business Tax Experts are Local Too: TurboTax Experts for Business matches small business owners to local experts with industry-specific expertise.
- Tax Concierge Team: TurboTax’s human tax concierges are available to answer all tax related questions. TurboTax AI-Concierge is available 24/7.
- Prior Year Support: Experts will be empowered to prepare and file prior year returns for customers who need to become current on their taxes.
For the upcoming tax season, the Consumer Platform provides multiple ways for customers to get their hands on cash sooner and maximize their financial potential:
- Refund Advance: Intuit’s Refund Advance will once again provide fast access to money for those expecting refunds, delivering up to $4,000 instantly after IRS acceptance. TurboTax Expert Full Service customers can get their full refund amount, up to $10,000, instantly after IRS acceptance through Enhanced Refund Advance.
- Five Days Early (5DE): Intuit customers can get their federal tax refund up to five days earlier in any bank account for a fee or in a Credit Karma Money checking account for no additional cost.
Once customers access these funds, their money goes further in a Credit Karma Money account, which is free to open, and offers a better-than-the-national-average high-yield savings option to grow money faster.
Intuit’s Consumer Platform is the only all-in-one destination that seamlessly fuses AI and human intelligence to ensure millions of Americans can confidently improve their finances across credit, wealth building, debt, money management, and tax preparation.
Contact:
Intuit Press Contact
pr@intuit.com
Source: Intuit Inc.
