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