Maximizing efficiency and reducing manual processes are crucial to meeting client demands and driving firm productivity. This course provides a comprehensive look at Intuit ProConnect Tax’s built-in automation and workflow tools designed to minimize data entry, increase accuracy, and boost productivity.
Participants will learn how to streamline their tax preparation workflows through document import features, IRS transcript retrieval, and integrated protection tools, enabling them to complete returns more quickly and confidently. By implementing these strategies, tax professionals can increase their capacity, enhance client service, and achieve a more profitable and competitive practice.
By attending this course, attendees will be able to:
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Use Intuit Link to (a) efficiently and securely sign engagement letters and obtain client information, and (b) import client documents into ProConnect Tax returns and minimize data entry errors.
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Retrieve IRS transcripts directly within ProConnect Tax, enabling quicker access to client tax records and insights into potential issues or discrepancies.
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Evaluate how the features of Protection Plus will help safeguard your clients’ tax information and recover from any potential identity theft incidents.
Who Should Attend?
Tax professionals who are considering ProConnect Tax, new users to ProConnect Tax familiar with fundamental program concepts, and current ProConnect Tax users who want to reinforce their understanding of data entry in ProConnect.
Course Level: Basic
Course Length: 60 Minutes
Delivery Method: Group - Live Internet
Field of Study: Tax - Technical
CPE: 1
CE: 0
