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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
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 Intuit 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 Tax 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 Tax More Connected services: Intuit Link, which improves client collaboration and document collection, and E-Signature, the fastest way to get signed 8879's.
LEARNING OBJECTIVES
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 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 Tax program
Course Level: Basic Course Length: 60 Minutes Prerequisites: None Delivery Method: Group-Internet Based Field of study: Taxes - Technical CPE: 1 IRS CE: 1 IRS Course ID: NESGF-T-00191-24-O
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
Back by popular demand, Empower 2025: Tax Season Readiness is your single-day virtual conference designed to help you start the season with clarity and confidence. If you want a smarter, faster, and more efficient workflow this year, you’re in the right place.
Join us as our top experts break down the latest tax law changes and walk you through the newest Intuit product updates. They’ll cover everything you need to stay current and work more efficiently. You’ll jump-start your tax season with practical guidance you can put to work immediately.Let’s make this your strongest season yet.
Agenda
January 15 - 11:00 AM - 12:00 PM GMT
Keynote Fireside Chat: Productivity & Wellness in Tax Season - How to Optimize Both
This keynote focuses on why mental health is essential and how it influences both personal productivity and the wellbeing of your business. The presenters will share honest experiences and offer actionable advice, highlighting the benefits of vulnerable leadership. By openly discussing challenges, setting boundaries, and encouraging support, teams can learn to spot burnout, evaluate risk factors, and apply strategies that ease stress, strengthen resilience, and boost performance. In addition, we’ll outline organizational and leadership approaches that foster psychological safety and help create a workplace where productivity and wellness thrive.
January 15 - 12:00 PM - 12:05 PM GMT 5-Minute Break
January 15 12:05 PM - 1:05 PM GMT
Tax Season Briefing for Intuit Lacerte In this session you will learn what new features, enhancements, and solutions have been added to the Tax Year 2025 Lacerte Program and the Intuit ecosystem. This will include both tax specific enhancements, program operational enhancements, and workflow tool enhancements as well as handy tips and tricks. This session will help prepare you for the tax season by getting the most from your software.
January 15 12:05 PM - 1:05 PM GMT
Tax Season Briefing for Intuit ProSeries In this session you will learn what new features, enhancements, and solutions have been added to the Tax Year 2025 ProSeries Professional program and the Intuit ecosystem. This will include both tax specific enhancements, program operational enhancements, and workflow tool enhancements as well as handy tips and tricks. This session will help prepare you for the tax season by getting the most from your software.
January 15 12:05 PM - 1:05 PM GMT
Tax Season Briefing for Intuit ProConnect Tax In this session you will learn what new features, enhancements, and solutions have been added to the Tax Year 2025 ProConnect program and the Intuit ecosystem. This will include both tax specific enhancements, program operational enhancements, and workflow tool enhancements as well as handy tips and tricks. This session will help prepare you for the tax season by getting the most from your software.
January 15 1:05 PM - 1:20 PM GMT 15-Minute Break
January 15 1:20 PM - 3:20 PM GMT
TY25 Tax Law Updates, Planning Tips & Strategies Mike D’Avolio, CPA and Megan Leesley, CPA will provide a comprehensive review of individual and business tax law changes, tax form changes and key insights for Tax Year 2025. This session will cover important changes from the Big Beautiful Bill Act.
The presentation will cover the current rule of law, the tax law change, illustrative examples, planning tips and strategies. Attending this course will provide you with guidance for preparing accurate tax returns and having meaningful conversations with your clients.
January 15 3:20 PM - 3:35 PM GMT
Intuit Fitness Center - Standing Stretch Break Mindfulness movement — 10 minutes of guided breathing exercises and light stretches all from the comfort of your chair! Leaving you feeling recharged and ready to take on the rest of the day.
January 15 3:35 PM - 4:35 PM GMT
Intuit Accountant Suite: A Tax and Accounting Platform This session provides accounting and tax professionals with a comprehensive overview of the newly announced Intuit Accountant Suite: An AI-native platform, designed to enable you to boost firm efficiency, streamline operations, and make faster, better data-driven decisions. The focus will be on the upcoming powerful tools and the upcoming improvements to streamline integration between Intuit's Accounting Suite and ProConnect Tax software. Attendees will learn how new features can help them best organize their firm, refine their workflow, see AI driven Insights, improve data transfer, and leverage key features for a more efficient and profitable tax season.
Register here
Description
Back by popular demand, LEARN 2025: Tax Product Training brings together the practical, confidence-building guidance tax professionals ask for year after year. Whether it’s your first filing season or your thirtieth, you have the same goal: a more efficient, accurate, and successful tax season. This two-day virtual training is supports that goal at every level. Designed with learning paths for ProConnect, ProSeries, and Lacerte Tax, this complimentary event meets you where you are and helps you get where you want to go. No matter your experience with the software, you’ll find focused, relevant content that’s easy to apply to your daily work.
Whether you're just getting started or you're a seasoned power user, this bootcamp has a path for you. You will leave this training with greater confidence, new strategies to implement, and the product insights needed to make this tax season your best one yet.
Up to 7 CPE / 3 CE credits available*
January 21 9:00 AM - 9:15 AM
Kick Off: Overview of the 2-day event
This kick off session will walk you through this action packed 2-days of learning providing you with the roadmap to get the most out of this training event. We will walk you through the 3 tracks of the event, how to earn CPE and CE and the best practices for getting the most out of your investment of time.
January 21 9:15 AM - 10:18 AM
Intuit ProConnect: Firm Administration and Set Up
Getting this admin “stuff” done right is important! We will help ensure that your firm is organized and set up for an efficient and secure experience inside of ProConnect Tax. And while not all ProConnect users will need to know how to complete these tasks, firm administrators and owners will benefit greatly from these conversations.
This session will ensure you know which firm identifiers need to be entered into the program as well as the process for doing so. Managing and inviting others to your ProConnect environment- an essential process for many firms- will also be demonstrated with special consideration given to user permissions. Finally, firm customization will be showcased to help you personalize your and your clients’ experience.
January 21 9:15 AM - 10:17 AM
Intuit Lacerte: Firm Administration and Set Up
Mastering the setup and administration of Intuit Lacerte is crucial for running an efficient and compliant tax practice. This one-hour webinar is designed specifically for firm owners and administrators, guiding you through the essential steps to configure Lacerte for your firm and its users.
January 21 9:15 AM - 10:17 AM
Intuit ProSeries: Firm Administration and Set Up
This course provides a comprehensive overview of essential firm administration and setup procedures within Intuit ProSeries. Whether you're a new ProSeries user looking to streamline your initial setup or an accounting professional considering ProSeries for your firm, this session will guide you through critical steps from firm identifiers and EFIN registration to managing users, print settings, and client communications. Gain the foundational knowledge needed to confidently administer and optimize ProSeries for your practice.
January 21 10:15 AM - 10:30 AM
Intuit ProConnect: The Fundamentals
Learning the fundamentals is the key to utilizing ProConnect tax to the fullest. This session will highlight the Individual 1040 return type, but the specific concepts are designed to be applicable to all tax types inside ProConnect Tax. Designed for new users or those considering ProConnect Tax, the content will also accelerate comprehension of those additional trainings featuring concepts specific to certain tax types, utilities, integrations, and workflows within ProConnect Tax.
January 21 10:30 AM - 11:30 AM
Intuit Lacerte: The Fundamentals
This course 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.
January 21 10:30 AM - 11:32
Intuit ProSeries: The Fundamentals
Getting started with a new tax software can be a daunting task. 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.
11:30 AM - 12:00 PM 30 Minute Break
January 21 12:00 PM - 1:00 PM
Intuit Lacerte: Business Returns
Unlock the power of Lacerte for efficient business tax return preparation. This webinar provides a comprehensive overview of Lacerte's capabilities for business returns, from common forms like 1040 (Business Use of Home), 1065 (Partnership), and 1120 (S-Corp & Corporate), to managing Qualified Business Income deductions and resolving balance sheet issues. Ideal for new Lacerte users and those exploring the software, this session will demonstrate how Lacerte streamlines data entry and simplifies complex business tax scenarios, helping you confidently prepare and file returns.
January 21 12:00 PM - 1:00 PM
Intuit ProSeries: Business Returns
This course is designed for both new and experienced ProSeries users who want to deepen their understanding of preparing various business tax returns. We'll cover essential data entry, common troubleshooting, and efficient workflows within ProSeries for a range of business entities.
January 21 1:00 PM - 1:15 PM 15 Minute Break
January 21 1:15 PM - 2:15 PM
Intuit ProConnect: Data Entry & Tools
Dive into essential data entry topics in Intuit ProConnect Tax to streamline your tax preparation process and ensure accuracy across all return types. This comprehensive webinar is perfect for tax and accounting professionals seeking to strengthen their understanding of key functionalities, including estimated taxes, extensions, depreciation, and more.
This session not only introduces the practical steps for handling these data entry tasks but also provides insights into how these concepts apply across various tax types. Whether you’re a new or seasoned ProConnect user, you’ll walk away equipped with actionable tips and best practices to maximize efficiency in your workflow.
January 21 1:15 PM - 2:15 PM
Intuit Lacerte: Data Entry & Tools
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.
January 21 1:15 PM - 2:18 PM
Intuit ProSeries: Data Entry & Tools
This course is designed to enhance your proficiency in ProSeries data entry and essential tools. This session will cover critical workflows for managing common tax preparation tasks, including estimated tax payments, filing extensions, amending returns, handling depreciation and dispositions, attaching PDFs, and navigating state-specific inputs. Whether you're new to ProSeries or looking to reinforce your understanding, this webinar will equip you with practical skills to streamline your tax preparation process and ensure accuracy across various tax types.
January 22 9:00 AM - 10:03 AM
Intuit ProConnect: Automation & Workflow Tools
Maximizing efficiency and reducing manual processes are crucial to meeting client demands and driving firm productivity. This course provides a comprehensive look at Intuit ProConnect Tax’s built-in automation and workflow tools designed to minimize data entry, increase accuracy, and boost productivity.
Learn how to streamline tax preparation workflows through document import features, IRS transcript retrieval, and integrated protection tools, enabling them to complete returns more quickly and confidently. By implementing these strategies, tax professionals can increase their capacity, enhance client service, and achieve a more profitable and competitive practice.
January 22 9:00 AM - 10:01 AM
Intuit Lacerte: Automation & Workflow Tools
Maximizing efficiency and reducing manual processes are crucial to meeting client demands and driving firm productivity. This course is designed for new Lacerte users or accounting professionals considering the product. It emphasizes practical learning on how to use key Intuit solutions to optimize tax preparation, data management, and client interactions. Attendees will gain an understanding of various tools to streamline their workflow and improve overall productivity.
January 22 9:00 AM - 10:00 AM
Intuit ProSeries: Workflow Tools
This course 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.
January 22 10:00 AM - 10:15 AM 15 Minute Break
January 22 10:15 AM - 11:19 AM
Intuit ProConnect: QuickBooks Online Integration
QuickBooks Online Accountant connects your QuickBooks Online clients to ProConnect Tax. In fact, your QuickBooks Online clients are your ProConnect Tax clients. This session will explore the interconnectivity between ProConnect Tax and QuickBooks Online Accountant. By understanding how these integrations work, you will walk away with the capability to automate data transfer, invoice clients within ProConnect Tax, and manage user access across the shared platform.
January 22 10:15 AM - 11:15 AM
Intuit Lacerte: Preparing Additional Tax Types
This course is designed for tax professionals new to Lacerte or those evaluating the software for their practice. You'll gain a practical understanding of how to use Lacerte for the preparation of various business tax returns beyond the standard Form 1040, including Forms 1041, 990, 706, 709, and 5500. Through a focused overview of basic input and common schedules, you'll see firsthand how Lacerte streamlines complex tax preparation tasks.
January 22 10:15 AM - 11:15 AM
Intuit ProSeries: 990 Non-Profit and 709 Gift Tax Returns
This course is designed for both new & current ProSeries users familiar with fundamental program concepts reinforcing your understanding of business tax return data entry in ProSeries. We will cover basic input and common schedules for Forms 990 (Return of Organization Exempt From Income Tax), and 709 (U.S. Gift (and Generation-Skipping Transfer) Tax Returns, Gift splitting, and GST exemption.
January 22 11:15 AM - 11:40 AM 25 Minute Break
January 22 11:40 AM - 12:43
Intuit ProConnect: Tax Planning and Advisory
In this session, we’ll cover how to use Intuit Tax Advisor to scale tax planning and advisory services. The Intuit platform enables professionals to seamlessly integrate client bookkeeping, income tax preparation, and tax advisory services, automating more of the compliance activities to help you focus on higher-valued tax advisory services. Learn how to identify planning clients, create quarterly estimated tax projections, and comprehensive tax saving plans with strategies.
January 22 11:40 AM - 12:40 PM
Intuit Lacerte: Tax Planning and Advisory
In this session, you will learn to expand your tax planning and advisory services with Intuit Tax Advisor. This session demonstrates how to identify planning clients, create quarterly estimated tax projections, and develop comprehensive tax-saving plans with strategies, all within Intuit Lacerte. Automate compliance activities and focus on growing your practice.
January 22 11:40 AM - 12:40 PM
Intuit ProSeries: Preparing 1041 Trust and 706 Estate Tax Returns
This course is designed for both new and current ProSeries users familiar with fundamental program concepts. It aims to reinforce your understanding of business tax return data entry in ProSeries. The course will cover basic input and common schedules for Forms 1041 (U.S. Income Tax Return for Estates and Trusts), 706 (United States Estate (and Generation-Skipping Transfer) Tax Return), including beneficiary inputs and distributions.
January 22 12:40 PM - 12:55 PM 15 Minute Break
January 22 12:55 PM - 1:30
Ask the Expert - Q&A follow up - LIVE
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Description
Recent reductions in the IRS workforce along with a government shut down have introduced new challenges for tax professionals managing correspondence and case resolutions. While enforcement actions have slowed temporarily, limited staffing has resulted in processing delays, misrouted responses, and increased frustration for both practitioners and clients. This course provides tax professionals with practical strategies to communicate effectively with the IRS and manage cases efficiently despite extended response times. Participants will learn how to use available IRS tools, implement proven communication tactics, and maintain productivity in the face of systemic slowdowns. The course also covers proactive methods to anticipate and adapt to ongoing IRS operational changes, helping practitioners guide clients confidently through an evolving enforcement landscape.
Upon completion of this course, participants will be able to:
Describe the current state of the IRS workforce and its impact on communication and case resolution processes.
Identify how IRS staffing reductions contribute to correspondence backlogs, enforcement delays, and practitioner challenges.
Utilize key IRS tools and strategies to manage processing delays and communication barriers effectively.
Implement proactive approaches to set client expectations and reduce frustration caused by prolonged IRS response times.
Prepare for ongoing IRS operational and procedural changes to ensure readiness and maintain efficient client service. 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
In this course, you will see a demonstration of Intuit 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 Tax 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 Tax More Connected services: Intuit Link, which improves client collaboration and document collection, and E-Signature, the fastest way to get signed 8879's.
LEARNING OBJECTIVES
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 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 Tax program
Course Level: Basic Course Length: 60 Minutes Prerequisites: None Delivery Method: Group-Internet Based Field of study: Taxes - Technical CPE: 1 IRS CE: 1 IRS Course ID: NESGF-T-00191-24-O
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.