This one-hour webinar on Lacerte Automation & Workflow Tools 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.

Learning Objectives:

• Learn to effectively use Intuit Link for client data exchange.

• Understand how to implement Lacerte's data automation features.

• Discover methods for invoicing clients directly via QuickBooks.

• Explore the functionalities of Protection Plus for tax notice resolution.

• Learn to utilize Pay-by-Refund for simplified fee collection.

Field of Study: Taxes - Technical
CPE: 1
CE: 1