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Tuesday, April 28, 2026
Register here     Description See the benefits of Intuit ProSeries, used by over 65,000 tax professionals. Learn why ProSeries is one of the most widely used programs and how it saves you time in every part of your tax workflow. You will also learn about integrated features that speed up data collection and getting electronic signatures from your clients.   By attending this course, you will be able to: Identify 27 time-saving features like auto-entry of 1099s, W-2s, and stock sales; to help you file faster Identify automated calculations and diagnostics to help increase accuracy and ease the complexity Identify solutions like e-file announcements and Client Status to help you track the progress of returns, manage e-filed returns, and more Who Should Attend: Tax professionals that are interested in or new to the ProSeries program Course Level: Basic Course Length: 60 Minutes Prerequisites: NONE Delivery Method: Group-Internet Based Field of Study: Taxes - Technical CPE: 1   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.      
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Wednesday, April 29, 2026
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.      
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Thursday, April 30, 2026
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.      
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Wednesday, May 6, 2026
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.      
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