Practice Management Tips and tricks to move to Intuit Accountant Suite In this episode of On the Books, Janelle Fox and Ryall Fox from Intuit's Professional Services team join Jessica to bust the biggest myths about the switch to Intuit Accountant Suite. Tax Law and News Key tax dates and to-do list: September 2026 September is a busy month! Get a list of important tax deadlines, along with a to-do list. Be sure to share this list with your clients. Practice Management Not sure which tax software is right for you? See them LIVE Find out more about our tax software solutions with free, 1-hour ProConnect Tax, Lacerte, and ProSeries webinars. Sign up today. Practice Management Motta Financial’s growth: ProConnect™ Tax + super heroes With ProConnect Tax as the basis for all of tax automation, discover how Dat Le helped build Motta Financial into a powerhouse firm. Client Relationships Your clients don’t speak Accountant-ese; here’s what that’s costing you The gap between what you know and what your clients understand isn't a client problem. It's your opportunity. Practice Management Unifying tax and accounting in Intuit® Accountant Suite The new Tax Prep feature, powered by Intuit® ProConnect™ Tax, will be the exclusive tax preparation software integrated in Intuit Accountant Suite. Find out more about it and take advantage of a special offer. Practice Management Intuit® Tax Council Applications open until June 30 The Intuit Tax Council benefits from new voices to help make positive change. Find out how to serve; applications are open until June 15. IRS News View All IRS News Tax Law and News Guidance: Rollovers between retirement plans and IRAs Tax Law and News Key tax dates and to-do list: September 2026 Tax Law and News IRS penalty abatement: new automatic exemption Tax Law and News 5 tips for tracking charitable donations Tax Law and News Key tax dates and to-do-list: August 2026 Tax Law and News Key tax dates and to-do list: July 2026 Tax Law and News Using a Durable Power of Attorney rather than Form 2848 Tax Law and News Clients should open mail from the IRS; here’s why Practice Management View All Practice Management Workflow tools Tips and tricks to move to Intuit Accountant Suite Practice Management Superior Tax Prep benefits from Protection Plus Workflow tools Hosted vs. cloud-native: Separating fact from fiction Practice Management 7 red flags your client has outgrown their financial processes Grow your practice AI and outsourcing create advisory capacity … for what? Practice Management Value-based pricing: Moving beyond hourly billing Practice Management 3 built-in tax planning strategies in ProSeries® Tax Practice Management Intuit doubles down on accountants at Intuit Connect ON Client Relationships View All Client Relationships Client Relationships Your clients don’t speak Accountant-ese; here’s what that’s costing you Client Relationships 12 tips to reduce client avoidance, anxiety, and procrastination Client Relationships The psychology of scaling a successful tax practice Client Relationships 7 strategies for scaling personal service in your firm Client Relationships Choosing just the “right” appreciation gift for a client Client Relationships Downsizing your client base: A 9-step transition checklist Client Relationships How to identify the relationships draining your firm Client Relationships Strategies for scaling personal service in your firm Videos 00:58 Open Share Drawer Facebook Twitter LinkedIn Play Pause Loading… 02:04 Open Share Drawer Facebook Twitter LinkedIn Play Pause Loading… 02:03 Open Share Drawer Facebook Twitter LinkedIn Play Pause Loading… 02:27 Open Share Drawer Facebook Twitter LinkedIn Play Pause Loading… Training Featured Webinars and Virtual Conferences Join Intuit and industry experts to expand your expertise while earning CPE and CE credits. Learn at your own pace with both live and recorded webinar training. Webinars Tech-Forward Firm—Keep the Human Touch: Sept. 30 Webinars AI + Security in the New Era of Accounting: Sept. 29 Webinars Staffing Strategies for Sustainable Hiring: Sept. 22 Webinars Circular 230—An Adventure With Mr. Mal Practise: Sept. 18 Webinars The Full Depreciation Cycle: September 2 Webinars Intuit® ProConnect™: Firm Administration & Setup: August 20 Webinars Intuit® ProSeries®: Firm Administration & SetUp: August 19 Webinars Intuit® Lacerte®: Firm Administration & Setup: August 18 Want to have tax updates, tips on offering advisory services, and more sent to your inbox? Subscribe now to be notified of new posts by email. Type your email… Subscribe Key Tools Artículos en Español White papers and Guides Meet our Recent Authors Christopher J. Picciurro, CPA/PFS, MBA, ARA Jonathan Medows, CPA Mike Manalac, CPA Angelene Wierzbic, EA, CTRS Nick Boscia, CPA, EA Nadia Rodriguez, CPA, CTC Robert Nordlander, CPA, CFE Rory Henry, CFP®, BFA Jim Buffington, CPA Mike D'Avolio, CPA, JD Sean M. Duncan, CPA Ibi Ojo, EA