Intuit plans to widen the small-business customer funnel by scaling QuickBooks Free and QuickBooks Lite as low-friction entry points in fiscal 2027.
Intuit will reposition TurboTax DIY around a lower-priced entry experience and expand distribution through LLM experiences and payroll provider partnerships in fiscal 2027.
Intuit will increase direct new-to-franchise acquisition investment for its mid-market platform in fiscal 2027.
Intuit will invest in targeted local outreach, digital discoverability, and referral programs to accelerate new-to-franchise TurboTax Live customer growth.
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