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Description
Today’s accounting leaders are caught in a multi-directional squeeze—balancing the need for executive control, team demands for automation and flexibility, and a client base split between digital natives and relationship-driven traditionalists. This structural tension is the root cause of post-tax season burnout and stalled firm growth. Whether you are a sole proprietor wearing every hat or leading a multi-person team, the post-busy season window is the most critical time to conduct a structural post-mortem and bridge the gap between your high-level strategy and daily operational reality. In this candid, practitioner-led session, CPA firm owner Karen Collom shares how modernizing her workflow with a connected, cloud-based platform relieved this pressure. Discover how optimizing with Intuit ProConnect Tax aligned her team, improved client retention across the entire technology spectrum, and transformed her practice into a high-value asset. Join us to explore the operational decisions that separate firms that thrive from those that grind, and learn how to build a practice that works for everyone.
Learning Objectives:
Identify the structural workflow gaps that contribute to post-tax season burnout and staff turnover in modern accounting firms.
Evaluate how a cloud-based tax workflow supports both tech-savvy and relationship-driven client segments without disrupting the existing client experience.
Apply a phased approach to technology modernization that minimizes disruption while improving team efficiency and alleviating review bottlenecks.
Recognize the operational characteristics that increase firm valuation and attractiveness to buyers, successors, and strategic partners.
Who Should Attend: Tax & accounting firm owners, sole proprietors, managing partners, and practice leaders who are evaluating their current workflow, technology stack, or long-term firm strategy—including those considering a transition from desktop to cloud-based tax software.
Prerequisites: None Course Level: Basic Course Length: 60 Minutes Delivery Method: Group – Live Internet Field of Study: Business Management & Organization – Non-technical CPE Credit: 1 CE Credit: 0
Register here
Description
In this course, you will see a demonstration of ProConnect Tax, the most widely used dedicated cloud-based tax application for professional tax preparers and firms. In addition to eliminating software installation and PC and network maintenance, ProConnect uses the latest technology to save data entry time with direct import from hundreds of W-2 providers, banks, and brokerages. Also, see two of our ProConnect More Connected services: Intuit Link, which improves client collaboration and document collection, and E-Signature, the fastest way to get signed 8879's.
By attending this course, you will be able to:
Identify the benefits of using ProConnect Tax
Identify time-saving features built directly into ProConnect Tax
Determine how to sign up for ProConnect Tax
Recognize tools in ProConnect Tax Online to help manage firm workflow and increase productivity
Identify how to import QuickBooks data into a tax return
Who Should Attend: Tax professionals that are interested in or new to the ProConnect program Course Level: Basic Course Length: 60 Minutes Prerequisites: None Delivery Method: Group-Internet Based Field of study: Taxes - Technical CPE: 1 CE: 0
Intuit (Sponsor ID# 103311) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. Note: This event is free and there is no fee to attend. For concerns about this event or program cancellation policies, please reach out to Protax_training@intuit.com.
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.
By attending this course, you will be able to:
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 are new to the ProConnect Tax software
Prerequisite: None Course Level: Basic Course Length: 60 Minutes Delivery Method: Group-Internet Based Field of study: Taxes - Technical CPE: 1 CE: 0
Intuit (Sponsor ID# 103311) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. Note: This event is free and there is no fee to attend. For concerns about this event or program cancellation policies, please reach out to Protax_training@intuit.com.
Register here
Description
Learn how Intuit Lacerte saves you time in every part of your tax workflow in this live webinar. Perfect for tax and accounting firms with individual and business clients who also manage complex returns, Lacerte helps complete more returns in less time. You’ll also learn about features that speed up data collection, E-signatures, and payments. By attending this webinar, you will be able to:
Identify 32 built-in time-saving features like Missing Client Data Utility, which reduces the hassle of tracking down client data, saving you time in each and every return
Identify how to streamline your document collection and tracking with an integrated tool that makes it faster and more organized. Plus, you can use a dual-screen setup that can keep your work in sync
Identify automated calculations and more than 25,000 diagnostics across 6,400+ individual and business forms to help you prepare returns with confidence
Who Should Attend: Tax professionals that are interested in or new to the Lacerte program Prerequisite: None Course Level: Basic Course Length: 60 Minutes Delivery Method: Group-Internet Based Field of Study: Taxes - Technical CPE: 1 CE: 0
Intuit (Sponsor ID# 103311) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. Note: This event is free and there is no fee to attend. For concerns about this event or program cancellation policies, please reach out to Protax_training@intuit.com.
Register here
Description
In this course, you will see a demonstration of ProConnect Tax, the most widely used dedicated cloud-based tax application for professional tax preparers and firms. In addition to eliminating software installation and PC and network maintenance, ProConnect uses the latest technology to save data entry time with direct import from hundreds of W-2 providers, banks, and brokerages. Also, see two of our ProConnect More Connected services: Intuit Link, which improves client collaboration and document collection, and E-Signature, the fastest way to get signed 8879's.
By attending this course, you will be able to:
Identify the benefits of using ProConnect Tax
Identify time-saving features built directly into ProConnect Tax
Determine how to sign up for ProConnect Tax
Recognize tools in ProConnect Tax Online to help manage firm workflow and increase productivity
Identify how to import QuickBooks data into a tax return
Who Should Attend: Tax professionals that are interested in or new to the ProConnect program Course Level: Basic Course Length: 60 Minutes Prerequisites: None Delivery Method: Group-Internet Based Field of study: Taxes - Technical CPE: 1 CE: 0
Intuit (Sponsor ID# 103311) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. Note: This event is free and there is no fee to attend. For concerns about this event or program cancellation policies, please reach out to Protax_training@intuit.com.
Register here
Description
Sales is one of the most important but most overlooked functions in your accounting or tax firm. Without a clear sales process, many firm owners find themselves underpricing or discounting their services, struggling to close the type of clients they want to work with, and dealing with inconsistent cash flow. During this live panel, you’ll hear directly from two firm owners who transformed their businesses by building and implementing a structured sales process. Instead of “winging it,” they created a system that increased confidence, improved sales conversations, and generated more revenue with less work. Through a candid, behind-the-scenes conversation, you will learn exactly what changed in their firms and how they made the shifts that had the most significant impact. You’ll walk away with ideas you can apply immediately to your pricing, positioning, and mindset.
By attending this session, you will be able to:
Identify the key components of an effective sales process for your firm
Recognize common sales challenges that lead to underpricing and inconsistent revenue
Apply strategies to improve client conversations and increase confidence in pricing
Understand how a structured sales process can lead to consistent cash flow, higher revenue, and better client relationships
Who Should Attend? Accounting, tax, and bookkeeping firm owners who are sick of being underpaid and overworked and want to improve their sales process, increase revenue, and create a more predictable and profitable firm.
Prerequisites: None
Course Level: Basic
Course Length: 60 Minutes
Delivery Method: Group - Live Internet
Field of Study: Taxes – Non - Technical
CPE: 1
CE: 0 Intuit (Sponsor ID# 103311) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. Note: This event is free and there is no fee to attend. For concerns about this event or program cancellation policies, please reach out to Protax_training@intuit.com.
Register here
Description
Many accounting firms struggle to convert advisory opportunities into client engagements, even when pricing is competitive. In many cases, the challenge is not the price itself, but how the value of services is communicated and understood by clients. This session examines how clients evaluate professional services, with a focus on pricing communication, perceived value, and decision-making factors. Participants will be introduced to a structured framework for identifying breakdowns in advisory conversations and improving clarity in service offerings. The course will cover methods for packaging services, aligning pricing with client expectations, and using clear, consistent language to support client understanding. Attendees will also learn how to assess and refine their current offerings to improve client acceptance and engagement outcomes. Learning Objectives By the end of this session, attendees will be able to:
Identify the Clarity Gap framework, a diagnostic for exactly where your advisory conversation is losing clients
Evaluate the Translation System, the specific language shifts that move a confused client to a confident yes
Outline the process of the Monday Morning Audit, a repeatable self-audit you can run on any service, any time
Who Should Attend? Accounting professionals, firm owners, and advisors seeking to improve pricing communication and client conversion
Prerequisites: None
Course Level: Basic
Course Length: 60 Minutes
Delivery Method: Group - Live Internet
Field of Study: Business Management & Organization – Non-Technical
CPE: 1
CE: 0 Intuit (Sponsor ID# 103311) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. Note: This event is free and there is no fee to attend. For concerns about this event or program cancellation policies, please reach out to Protax_training@intuit.com.
Register here
Description
Get a first look at the latest features and enhancements coming to ProConnect Tax, the most widely used dedicated cloud-based tax application for professional tax preparers and firms. From AI-powered automation to deeper integrations across the Intuit ecosystem, this session covers innovations designed to save time, reduce errors, and help your firm do more with less. Walk through SmartReturn's Ready for Review capability, K-1 and SmartVault imports, Fixed Assets, Forms-based invoicing, the Books to Advisory workflow, and what's new across the broader Intuit Accountant Suite. LEARNING OBJECTIVES
Identify the latest features and enhancements available in ProConnect Tax
Recognize how SmartReturn can reduce time in return across all complexity levels
Determine how K-1 import, SmartVault, and Fixed Assets tools improve accuracy and efficiency
Recognize how Forms-based invoicing and Books to Advisory expand firm revenue and client advisory services
Explore what's new across the Intuit Accountant Suite and how it supports end-to-end firm management
Who Should Attend: Tax professionals and firm staff using or evaluating ProConnect Tax, including preparers, firm administrators, and practice managers looking to maximize their use of the Intuit ecosystem.
Course Level: Basic
Course Length: 60 Minutes
Delivery Method: Group – Live Internet
Field of Study: Computer Software & Applications – Non-Technical
CPE: 1
CE: 0
Prerequisites: None
Intuit (Sponsor ID# 103311) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. Note: This event is free and there is no fee to attend. For concerns about this event or program cancellation policies, please reach out to Protax_training@intuit.com.
Register here
Description
In this course, you will see a demonstration of ProConnect Tax, the most widely used dedicated cloud-based tax application for professional tax preparers and firms. In addition to eliminating software installation and PC and network maintenance, ProConnect uses the latest technology to save data entry time with direct import from hundreds of W-2 providers, banks, and brokerages. Also, see two of our ProConnect More Connected services: Intuit Link, which improves client collaboration and document collection, and E-Signature, the fastest way to get signed 8879's.
By attending this course, you will be able to:
Identify the benefits of using ProConnect Tax
Identify time-saving features built directly into ProConnect Tax
Determine how to sign up for ProConnect Tax
Recognize tools in ProConnect Tax Online to help manage firm workflow and increase productivity
Identify how to import QuickBooks data into a tax return
Who Should Attend: Tax professionals that are interested in or new to the ProConnect program Course Level: Basic Course Length: 60 Minutes Prerequisites: None Delivery Method: Group-Internet Based Field of study: Taxes - Technical CPE: 1 CE: 0
Intuit (Sponsor ID# 103311) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. Note: This event is free and there is no fee to attend. For concerns about this event or program cancellation policies, please reach out to Protax_training@intuit.com.
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. By attending this course, you will be able to:
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 are new to the ProConnect Tax software
Prerequisite: None Course Level: Basic Course Length: 60 Minutes Delivery Method: Group-Internet Based Field of study: Taxes - Technical CPE: 1 CE: 0
Intuit (Sponsor ID# 103311) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. Note: This event is free and there is no fee to attend. For concerns about this event or program cancellation policies, please reach out to Protax_training@intuit.com.
Register here
Description
Learn how Intuit Lacerte saves you time in every part of your tax workflow in this live webinar. Perfect for tax and accounting firms with individual and business clients who also manage complex returns, Lacerte helps complete more returns in less time. You’ll also learn about features that speed up data collection, E-signatures, and payments. By attending this webinar, you will be able to:
Identify 32 built-in time-saving features like Missing Client Data Utility, which reduces the hassle of tracking down client data, saving you time in each and every return
Identify how to streamline your document collection and tracking with an integrated tool that makes it faster and more organized. Plus, you can use a dual-screen setup that can keep your work in sync
Identify automated calculations and more than 25,000 diagnostics across 6,400+ individual and business forms to help you prepare returns with confidence
Who Should Attend: Tax professionals that are interested in or new to the Lacerte program Prerequisite: None Course Level: Basic Course Length: 60 Minutes Delivery Method: Group-Internet Based Field of Study: Taxes - Technical CPE: 1 CE: 0
Intuit (Sponsor ID# 103311) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. Note: This event is free and there is no fee to attend. For concerns about this event or program cancellation policies, please reach out to Protax_training@intuit.com.