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| If the task is about… | Load |
|---|---|
| Company/product history, timeline, "how did we get here" | 01-history-and-how-we-got-here.md |
| Market size, share, competitor positioning | 02-industry-landscape-and-competitors.md |
| Why tax prep is structurally unusual, seasonality, the "season" operating rhythm | 03-why-tax-is-a-different-business.md |
| Filer segments, demographics, jobs-to-be-done, retention | 04-consumers-and-segments.md |
| Pricing, free-to-paid funnel, attach/add-ons, ARPU, the KPIs | 05-business-model-economics-and-kpis.md |
| Data captured, the data moat, privacy, why LLMs erode it | 06-the-data-dimension.md |
| E-file/MeF, forms, the annual tax-code rebuild, fraud/security | 07-how-tax-software-works.md |
| TurboTax Live, VEP, the seasonal expert labor model | 08-the-assisted-expert-model.md |
| Cross-sell, the prosperity-ecosystem flywheel, product integrations | 09-the-intuit-ecosystem-and-cross-sell.md |
| FTC case, Direct File, Free File, ProPublica, lobbying | 10-regulation-reputation-and-political-economy.md |
| AI threat, LLMs, Intuit's AI response, future scenarios | 11-ai-disruption-and-intuit-outlook.md |
| PM/product opportunities, "what would I do about it," proactive program ideas | PROGRAM_OPPORTUNITIES.md |
| Acronym/term lookups (ARPU/ARPR, CAC, LTV, MeF, ATS, EFIN, WISP, VEP…) | GLOSSARY.md |
| Overview / where to start | TAX_BUSINESS_KNOWLEDGE.md |
| Source URLs | research/SOURCE_INDEX.md |