The Inside Story: TurboTax PersonalPro's Initial Failure

In November 2014, Brian Crofts prepared for a crucial meeting with two top-level executives at Intuit. One was CeCe Morken, his boss, overseeing Intuit’s Professional Tax (ProTax) business—a $422 million enterprise selling tax preparation software to accountants. The other was Sasan Goodarzi, in charge of Intuit’s $1.8 billion TurboTax division, providing software directly to consumers.

Crofts had spent three years developing a new product, TurboTax PersonalPro, bridging the gap between these two business lines. Company leadership had decided it was time for a major launch, making the November meeting pivotal for finalizing a go-to-market plan.

However, not all launches yield exponential growth. Discover the untold story behind the scenes of the turbulent rollout of TurboTax PersonalPro, leading to its initial setback.

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