Not sure which tax software is right for you? See them LIVE
Learning Vertical

Not sure which tax software is right for you? See them LIVE

Read the Article

If you’ve been thinking about making a change to your tax software, or you’re building out your practice and need a solution that can grow with you, there’s no better way to find your fit than seeing the software in action.

Intuit offers three professional tax solutions: Intuit® ProConnect™ Tax, Lacerte® Tax, and ProSeries® Tax, each designed for a different stage of practice and client complexity. And right now, you can see all three live, for free, through a series of introductory webinars built specifically for tax professionals who are exploring their options.

Here’s what each one is about, and how to know which session is worth your time.

ProConnect Tax: Built for the cloud-first firm

Books to tax to advisory and 100% cloud-based … that’s ProConnect Tax.

ProConnect Tax integrates with QuickBooks® Online and Intuit Accountant Suite for true books-to-tax-to advisory capabilities. If you’re tired of managing software installations, network maintenance, or IT headaches, or if you need your team to be able to work from anywhere, ProConnect Tax is worth a closer look.

In addition to eliminating software installation, and PC and network maintenance, ProConnect Tax uses the latest technology to save data entry time with direct import from hundreds of W-2 providers, banks, and brokerages.

In the live webinar, you’ll see a full product demo, along with two of ProConnect’s connected services: Intuit Link, which improves client collaboration and document collection, and e-signature, the fastest way to get signed 8879s.

This session is ideal for tax professionals who are new to ProConnect and want to understand what a fully cloud-based workflow actually looks like in practice.

📅 Every WednesdayReserve your spot

Lacerte: Built for complexity, at scale

For firms that handle high volumes of returns, including complex individual and business filings, Lacerte is the most powerful solution Intuit offers.

Lacerte is a good solution for firms who manage complex business and individual returns, helping complete more returns in less time. In the live webinar, you’ll see 32 built-in time-saving features, including a Missing Client Data Utility that reduces the hassle of tracking down client information, plus automated calculations and more than 25,000 diagnostics across 6,400+ individual and business forms to help you prepare returns with confidence.

This is the session for firms that are growing fast, managing complex client portfolios, or looking for the most powerful solution available.

📅 Every other ThursdayReserve your spot

ProSeries: The streamlined solution for small- to mid-sized firms

ProSeries is a good solution for small- to mid-sized firms that want straightforward returns and streamlined workflows focused on speed and ease of use.

In the live demo, you’ll learn about 27 time-saving features, including auto-entry of 1099s, W-2s, stock sales, automated calculations, and diagnostics to help increase accuracy. E-file announcements and Client Status helps you track the progress of returns and manage e-filed returns. You’ll also get a look at integrated tools for data collection and electronic signatures, features that make client communication faster and far less manual.

This webinar is designed for tax professionals who are new to ProSeries or actively considering making a switch.

📅 Every other TuesdayReserve your spot

Not sure which software fits your firm?

That’s exactly what these webinars are for. Each session is free, runs about 60 minutes, and is led by a seasoned Intuit product specialist. You can also earn CPE credits by attending live.*

Think of it this way:

  • ProConnect Tax is for practitioners ready to complete their entire workflow, from books to tax to advisory, in the cloud.
  • Lacerte is for the firm that handles complexity at volume and never wants to hit a ceiling.
  • ProSeries is for the firm that wants speed, simplicity, and a proven workflow.

All three live inside the same Intuit ecosystem, so whichever you choose, you’re backed by the same trusted infrastructure, training resources, and support network.

Pick the session that sounds like where your practice is headed and sign up. Seeing it live for an hour will tell you more than any product page ever could.

*CPE/CE credit information: CPE or CE credits are determined on an individual basis. Not all live sessions may be eligible for credit. Recorded sessions are not eligible for credit.

2 responses to “Not sure which tax software is right for you? See them LIVE”

Leave a Reply

Your email address will not be published. Required fields are marked *