Karl
Level 8
Level 8

There are some long (1-2 hours) and short (just a few minutes) training videos on your proconnect.intuit.com>Lacerte>Training page.  Some of those are more helpful than others.

I'm a big fan of making my own using Loom.  It helps highlight what I want my team to pay attention to, and how to integrate those admin steps with our portal (recently switched from SmartVault to TaxDome, and missing SV's direct integration).  We've built a whole firm internal training library on Loom by just hitting record when we're about to do something we know someone else might need to know.

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