Introduction to ProConnect Tax

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Introduction to ProConnect Tax

Published on ‎06-02-2025 10:30 AM by Community Manager

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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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Start:
Wed, Jun 4, 2025 12:00 PM CDT
End:
Wed, Jun 4, 2025 01:00 PM CDT
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