Introducing Intuit Tax Advisor: Your secret weapon for tax advisory services - December 4, 2023

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Introducing Intuit Tax Advisor: Your secret weapon for tax advisory services - December 4, 2023

Published on ‎11-28-2023 10:25 AM by Moderator

Introducing Intuit Tax Advisor: Your secret weapon for tax advisory services - December 4, 2023

START DATE:12/4/2023

START TIME:11:00 AM CST

DURATION:60 MINUTES

ABSTRACT:

Intuit Tax Advisor is a tax planning solution developed to support tax advisory services. In this session, we’ll show you how Intuit Tax Advisor can elevate your role as a trusted advisor by helping your firm transition to leading with valuable tax advisory services, communicate tax savings with strategies, and showcase your expertise. You’ll learn how Intuit Tax Advisor can help you move from leading with compliance and traditional tax planning services, to proactively lead with tax advisory services that create capacity, save you more time, increase overall profitability and better help clients reach their financial goals. 

***Intuit Tax Advisor imports tax returns from ProConnect and Lacerte Tax. ProSeries does not currently sync with Intuit Tax Advisor, but is on our roadmap for the future.***
 

LEARNING OBJECTIVES:
By completing this session, you will understand how to:
 
●        Successfully use and implement Intuit Tax Advisor in your practice
●        Generate beautiful personalized tax plans
●        Quantify savings by strategy for measurable results
●        Produce client-friendly reports that showcase your value
●        Scale tax advisory services across your firm
●        Save your firm time through automating manual time-consuming work
●        Use the available resources to enable your firm to maximize your path to advisory

 
WHO SHOULD ATTEND?
Anyone who prepares tax returns and advises clients

Course Level: Basic 
Course Length:  60 Minutes
Prerequisites:  NONE 
Delivery Method: Group-Live Internet
Field of Study:  Business Management & Organization – Non-Technical
Recommended CPE: 1


Event has ended
You can no longer attend this event.

Start:
Mon, Dec 4, 2023 11:00 AM CST
End:
Mon, Dec 4, 2023 12:00 PM CST
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