Register here
Description
If your firm wants the flexibility and efficiency of cloud-based tax software, or is struggling to manage remote employees or software updates, or desires the efficiency of having all the tools you need in a single application, then you should attend this webinar. In this course, you will see a live demonstration of Intuit ProConnect Tax, the most widely used cloud-based tax application for professional tax firms. You’ll learn why many larger firms are switching to ProConnect, which is built on the Lacerte engine but offers the flexibility and power of a scalable, modern solution. We will cover what makes ProConnect uniquely better than other solutions, including features that exceed the needs of a modern high-volume firm to collaborate on returns, review the work of others, work anytime anywhere, and more. See a demonstration of several powerful integrations, including how seamlessly you can transfer QuickBooks into ProConnect, and how you can create custom tax plans in minutes to show clients valuable savings by using tax strategies automatically generated from their ProConnect Tax returns.
LEARNING OBJECTIVES:
Identify the benefits of using ProConnect Tax
Identify time-saving features built directly into the software
Recognize tools in ProConnect Tax to help manage firm workflow and increase productivity especially for high-volume firms
Understand how to import QuickBooks data into a tax return
Identify how the Link client portal gathers client data and imports it directly into the tax return
Understand how to leverage Intuit Tax Advisor to generate tax advisory insights without manual work, quantify savings from various tax strategies, calculate estimated tax payments, and generate summary reports to give to clients
Establish familiarity with features especially valuable for larger firms such as tickmarks for review, batch e-filing, automatic apportionment for business returns, partnership special allocations, robust user notes with user, date and time stamping, and more
Determine how to sign up for ProConnect Tax
WHO SHOULD ATTEND? Tax professionals that are interested in or new to the ProConnect Tax software
CPE & CE: 1
Register here
About this webinar
Join Intuit, Karbon, Ignition, and SmartVault for an exclusive reveal of the first truly integrated ecosystem built around Intuit ProConnect.
In this action-packed 60-minute session, all four platforms are joining forces to demonstrate how you can leverage the deep integrations between ProConnect, Karbon, Ignition and SmartVault to create the perfect tax tech stack and workflow.
What to expect:
Live demos of seamless data flow: From client proposals, to client intake, to tax filing, to billing and secure document delivery
ProConnect integrations that actually work: Unlike basic ’print-to-file’ connections, this deep integration features contact syncing, eSignatures, filing status updates, and comprehensive workflow orchestration
Best-of-breed without the headaches: Learn how to combine specialized, best-of-breed tools that excel in their core functions while eliminating the fragmentation that's been holding your firm back
Real ROI from a real firm: Hear directly from a tax firm owner who transformed their practice operations and dramatically improved client experience using this integrated approach
Whether you're drowning in manual processes, frustrated with your current tech stack, or ready to scale your firm with modern solutions, this webinar reveals the integrated ecosystem that matches ProConnect's innovation pace.
Register here
Description
If your firm wants the flexibility and efficiency of cloud-based tax software, or is struggling to manage remote employees or software updates, or desires the efficiency of having all the tools you need in a single application, then you should attend this webinar. In this course, you will see a live demonstration of Intuit ProConnect Tax, the most widely used cloud-based tax application for professional tax firms. You’ll learn why many larger firms are switching to ProConnect, which is built on the Lacerte engine but offers the flexibility and power of a scalable, modern solution. We will cover what makes ProConnect uniquely better than other solutions, including features that exceed the needs of a modern high-volume firm to collaborate on returns, review the work of others, work anytime anywhere, and more. See a demonstration of several powerful integrations, including how seamlessly you can transfer QuickBooks into ProConnect, and how you can create custom tax plans in minutes to show clients valuable savings by using tax strategies automatically generated from their ProConnect Tax returns.
LEARNING OBJECTIVES:
Identify the benefits of using ProConnect Tax
Identify time-saving features built directly into the software
Recognize tools in ProConnect Tax to help manage firm workflow and increase productivity especially for high-volume firms
Understand how to import QuickBooks data into a tax return
Identify how the Link client portal gathers client data and imports it directly into the tax return
Understand how to leverage Intuit Tax Advisor to generate tax advisory insights without manual work, quantify savings from various tax strategies, calculate estimated tax payments, and generate summary reports to give to clients
Establish familiarity with features especially valuable for larger firms such as tickmarks for review, batch e-filing, automatic apportionment for business returns, partnership special allocations, robust user notes with user, date and time stamping, and more
Determine how to sign up for ProConnect Tax
WHO SHOULD ATTEND? Tax professionals that are interested in or new to the ProConnect Tax software
CPE & CE: 1
Register here
Description
Artificial Intelligence (AI) is rapidly reshaping how firms operate, pushing the tax and accounting industry to an inflection point. Have you been grappling with how and when to best incorporate it into your practice?
Join us for a timely event AI Advantage: Strategies for the Modern Tax & Accounting Firm, a focused one-day online event designed to empower tax and accounting professionals like you. This virtual conference begins with a keynote offering Intuit's unique perspective on the current and future state of AI across its platforms and the broader tax and accounting industry, highlighting our strategic vision for the profession. Beyond the keynote, our sessions will cut through the hype to demystify AI, showcase practical, low-risk tools for immediate implementation, and explore how AI can help expand high-value advisory services to drive firm growth. Learn how AI can become your strategic partner to help your practice gain efficiency and profitability.
This virtual event is just the beginning. Look for ongoing monthly webinars, to follow that will provide deeper dives into the "how-to" specifics of integrating AI, ensuring your practice continues to gain efficiencies, grow, and thrive in the evolving landscape.
Learning Objectives:
By the end of this 1-day virtual event, attendees will be able to:
Distinguish between AI automation and AI augmentation, and identify practical AI use cases that enhance core tax and accounting workflows.
Evaluate low-risk AI tools and initial implementation strategies to optimize practice efficiency, save time, and improve client communications.
Analyze how leveraging AI for compliance tasks can strategically free up capacity, enabling the expansion of high-value advisory services and driving firm profitability.
Define your evolving professional role within an AI-integrated tax and accounting landscape, preparing for new opportunities and responsibilities.
Construct an initial action plan for integrating AI technologies into your practice, based on best practices and insights shared during the summit.
Agenda
Keynote: AI in Tax Practices and Intuit’s Vision This keynote will kick off the conference with attendees with Intuit's unique perspective on the current state and rapid evolution of AI in the tax and accounting industry. It will level-set attendee understanding regarding the pace of change, highlight Intuit's strategic vision for the future of the industry, and reveal how AI is being integrated into Intuit's professional tax products and solutions.
15-Minute Break
AI in Accounting: Cutting Through the Hype and Getting to the “How” This session directly addresses the foundational questions many CPAs have: What is AI and how does it actually apply to my tax and accounting practice?. We'll demystify the buzzwords and ground the conversation in the practical realities of a modern firm. The goal is to move from abstract concepts to tangible benefits like saving time and money.
15-Minute Break
Your AI Starter Pack: Low-Hanging Fruit and First Steps to Implementation This session is all about practical application and answering "How do I get started?". We'll showcase real-life examples of firms using AI today. The focus will be on simple, low-risk tools and strategies that even small firms can adopt without a heavy lift.
20-Minute Break
Beyond Automation: Using AI to Amplify Advisory and Fuel Firm Growth This session elevates the conversation from efficiency to growth, addressing how AI can help firms make more money and get new clients. We'll explore how automating compliance tasks frees up time for high-value strategic advisory services. This directly ties into firm priorities, where expanding advisory services is a key growth target.
CPE: 3 CE: 0