Introduction to ProConnect Tax

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Introduction to ProConnect Tax

Published on ‎05-09-2025 12:16 PM by Community Manager | Updated on ‎05-20-2025 02:04 PM

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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.

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 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
Recommended CPE: 1
Recommended IRS CE: 1
IRS Course ID: NESGF-T-00191-24-O

 

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Event has ended
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Start:
Wed, May 21, 2025 10:00 AM CDT
End:
Wed, May 21, 2025 11:00 AM CDT
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