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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
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Description
This 60-minute webinar, "Lacerte Fundamentals", is designed for tax professionals considering Lacerte, new users, and current users looking to reinforce core concepts. It provides a comprehensive overview of fundamental program functionalities, including data conversion, creating and managing returns, utilizing eSignatures, e-filing, and accessing help resources. The session will highlight concepts applicable to all tax types within Lacerte, using the Individual 1040 return as an example.
Learning Objectives:
By attending this course, attendees will be able to:
Understand the organization and layout of the Lacerte program.
Apply prerequisite tax preparation knowledge to efficiently prepare and file tax returns across all supported tax types within Lacerte.
Implement key program functionalities to optimize administrative tasks related to tax preparation.
Identify and effectively utilize available resources for program guidance, troubleshooting, and ongoing education within Lacerte.
Field of Study: Non-Technical - Computer Software and Applications
CPE: 1
IRS CE: 1
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Description
This 1-hour webinar is designed for tax professionals who are either new to Intuit ProSeries or exploring its capabilities for their practice.
We will provide a practical overview of key ProSeries features, including Intuit Link, Client Checklist, Protection Plus, and Pay-by-Refund. Discover how these integrated tools streamline data collection, enhance compliance, offer valuable client protections, and simplify payment processes.
This session will demonstrate how ProSeries can boost your firm's efficiency, improve client satisfaction, and support your decision-making process for adopting new tax software.
By the end of this webinar, attendees will be able to:
Understand how Intuit Link facilitates secure client information gathering and minimizes manual data entry.
Examine the functionality of the Client Checklist feature within ProSeries for efficient document tracking and workflow management.
Evaluate the benefits of Protection Plus in offering audit assistance and identity theft restoration to clients.
Explore the Pay-by-Refund options as a flexible payment solution for clients and a method for managing firm fees.
Assess how integrating these workflow tools can enhance the overall efficiency and client service capabilities of a tax practice using or considering ProSeries.
CPE: 1
CE: 0
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Description
Are you an accounting or tax expert who wants to grow, make more money, and reclaim your time for more important work?
Join our webinar and discover Intuit Select Pro Staffing, your secret weapon for success. Learn how strategic staffing can help you achieve a better work-life balance while boosting profits.
By attending this webinar, you'll learn how to:
Expand your business and take on more clients without increasing your workload.
Boost your profit margins by strategically outsourcing tax, bookkeeping, and administrative tasks.
Free up valuable time to focus on high-value services and strengthen client relationships.
Gain peace of mind with Intuit's vetted and secure staffing solutions, including guidance on IRS Section 7216 compliance.
Explore flexible staffing options to find the perfect fit for your firm's needs, whether you're looking for full-time, part-time, or seasonal help.
CPE: 1
CE: 0
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Description
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.
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Description
This course is designed for tax professionals at all levels of experience with Lacerte. Whether you are considering Lacerte, are a new user familiar with fundamental concepts, or a current user looking to reinforce your understanding, this session will enhance your proficiency in data entry across various tax types.
The course will cover essential topics such as estimated tax payments, extensions, amending returns, depreciation, dispositions, attaching PDFs, and state-specific input, all aimed at improving accuracy and efficiency in tax preparation and filing with Lacerte.
By attending this course, attendees will be able to:
Apply prerequisite tax preparation knowledge to more effectively prepare and file tax returns with Lacerte, across all supported tax types.
Ensure accuracy when preparing and filing tax returns in Lacerte. Navigate and utilize Lacerte's features for estimated tax payments and extensions.
Understand the process for amending individual and business returns in Lacerte.
Accurately enter and manage depreciable assets and dispositions within Lacerte.
Effectively attach PDF documents to individual and business returns for e-file and handle state-specific input in Lacerte.
Who Should Attend? Anyone new to or considering using Intuit Lacerte to prepare tax returns. Course Level: Basic Course Length: 60 Minutes Delivery Method: Group - Live Internet Field of Study: Business Management & Organization – Non-Technical CPE: 1 CE: 1
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Description
Getting started with a new tax software can be a daunting task. This one-hour webinar is designed to provide tax professionals with a solid foundation in the core functionalities of Intuit ProSeries. Whether you are considering a switch, are a brand-new user, or simply need to reinforce your understanding of the program, this session will provide a clear and concise overview of the essential workflows. Join us to learn how to seamlessly convert prior-year client data, confidently navigate the ProSeries HomeBase and key in-return icons, efficiently create and complete tax returns, utilize the integrated eSignature dashboard and electronic filing process, and access the built-in help features and resources. This course highlights concepts applicable across all tax types and provides the fundamental knowledge needed to optimize administrative tasks and get up and running quickly.
Upon completion of this course, attendees will be able to:
Outline the three-step process for converting prior-year tax data from another supported software into ProSeries.
Navigate the ProSeries HomeBase and utilize key icons and program utilities to efficiently prepare a new tax return.
Create and accurately enter data into a new client return, using features such as QuickZoom and the Forms-in-Use list.
Perform the final steps of a tax return, including a final review using diagnostics and alerts, and electronically filing the return.
Identify and access the various help and support resources available within the ProSeries platform.
Who Should Attend?
New users of ProSeries or those considering a purchase of ProSeries.
Field of Study: Non-Technical - Computer Software and Applications
CPE: 1
IRS CE: 0