{"id":1062,"date":"2015-11-30T18:29:57","date_gmt":"2015-12-01T00:29:57","guid":{"rendered":"https:\/\/taxprocenter.proconnect.intuit.com\/?p=1062"},"modified":"2017-10-17T18:12:13","modified_gmt":"2017-10-17T23:12:13","slug":"money-management-made-easy-and-convenient","status":"publish","type":"post","link":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/money-management-made-easy-and-convenient\/","title":{"rendered":"Money Management Made Easy and Convenient"},"content":{"rendered":"<p><span style=\"font-weight:400;\">Customers today need \u2013 and want \u2013 fast and easy access to their money, especially their IRS tax refund. That\u2019s why Intuit\u00ae provides an alternative option for your clients to receive their refund: American Express Serve\u00ae. With this prepaid debit account, your clients can quickly and affordably access their eligible IRS refunds without paying check cashing fees. Additionally, with Serve, your clients receive value well beyond tax season with many great features and benefits, all for $1 per month.<\/span><\/p>\n<p><span style=\"font-weight:400;\">Serve is a low cost option for your clients, and is seamlessly integrated into Intuit ProSeries<\/span><span style=\"font-weight:400;\">\u00ae<\/span><span style=\"font-weight:400;\"> for easy use for you. Some clients prefer to use a prepaid card like Serve as an alternative to checks because mail theft and identity theft are common. And, other clients don\u2019t always have enough money to keep in an account or meet a minimum balance requirement. Approximately 50.9 million adults live in underbanked households and are considered financially vulnerable.\u00b9<\/span><\/p>\n<p><span style=\"font-weight:400;\">Traditional banking methods are not a feasible way for the underbanked to manage their money. Just in the U.S. alone, 24.8 million of U.S. households were underbanked by the financial system in 2013.\u00b9 Many struggle to meet their financial goals simply due to a lack of access to good options, and often, the choices they do have come with high fees. That\u2019s why American Express Serve\u00ae makes sense.<\/span><\/p>\n<p><span style=\"font-weight:400;\">American Express Serve\u00ae benefits include:<\/span><\/p>\n<ul>\n<li style=\"font-weight:400;\"><span style=\"font-weight:400;\">Free ATM withdrawals at over 24,000 MoneyPass\u00ae ATMs nationwide<\/span><span style=\"font-weight:400;\"><sup>2<\/sup><\/span><\/li>\n<li style=\"font-weight:400;\"><span style=\"font-weight:400;\">Free Online Bill Pay<\/span><\/li>\n<li style=\"font-weight:400;\"><span style=\"font-weight:400;\">Free Direct Deposit for easy and fast access to paychecks or government benefits<\/span><\/li>\n<li style=\"font-weight:400;\"><span style=\"font-weight:400;\">Free Cash Reload across 45,000 CVS\/pharmacy\u00ae, Family Dollar\u00ae, Walmart,\u00ae and participating 7-ELEVEN\u00ae locations<\/span><\/li>\n<li style=\"font-weight:400;\"><span style=\"font-weight:400;\">Subaccounts for family or friends<\/span><\/li>\n<li style=\"font-weight:400;\"><span style=\"font-weight:400;\">Reserve Accounts make it easy to set aside money for a large purchase or rainy day<\/span><\/li>\n<li style=\"font-weight:400;\"><span style=\"font-weight:400;\">Customer Service 24\/7<\/span><\/li>\n<li style=\"font-weight:400;\"><span style=\"font-weight:400;\">Manage money on the go with the free mobile app<\/span><span style=\"font-weight:400;\"><sup>3<\/sup><\/span><\/li>\n<li style=\"font-weight:400;\"><span style=\"font-weight:400;\">Track and categorize your money<\/span><\/li>\n<li style=\"font-weight:400;\"><span style=\"font-weight:400;\">Send and receive money easily with P2P transfers<\/span><span style=\"font-weight:400;\"><sup>3<\/sup><\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight:400;\">All for $1 a month.<\/span><\/p>\n<p><span style=\"font-weight:400;\">From an accountant perspective, registering a client for Serve takes very little time, is easy to do and offers yet another great product option for clients to keep them coming back. Ultimately, you can build a stronger client relationship by providing more options like Serve that fit your clients\u2019 needs. Your clients will appreciate your recommendation of this product, which includes features such as money management tools.<\/span><\/p>\n<p><span style=\"font-weight:400;\">Convenient Procedure. You can start the process from within ProSeries. Enroll your firm to provide Serve and then register your clients for Serve when you fill out their IRS return in ProSeries. Select to have their eligible IRS refund put onto the Serve Card via Direct Deposit. If approved, their personalized Serve Card will be mailed to them within \u00a0seven to 10 days.<\/span><\/p>\n<p><span style=\"font-weight:400;\">You Can Earn $15. Plus, you can earn $15 for every eligible IRS refund added on to a Serve Card set up through ProSeries\u00ae<\/span><span style=\"font-weight:400;\"><sup>4<\/sup><\/span><span style=\"font-weight:400;\">. However, you must be enrolled to be able to offer Serve to your clients; enroll for free today at serve.com\/intuit.<\/span><\/p>\n<p><span style=\"font-weight:400;\">Save your clients time and money with American Express Serve. Increase your customer loyalty and give your clients more value with Serve \u2013 you\u2019ll be glad you did.<\/span><\/p>\n<p><span style=\"font-weight:400;\"><sup>1<\/sup> <\/span><span style=\"font-weight:400;\">2013 FDIC National Survey of Unbanked and Underbanked Households, October 2014.<\/span><\/p>\n<p><span style=\"font-weight:400;\"><sup>2<\/sup> <\/span><span style=\"font-weight:400;\">Transactions at non-MoneyPass\u00ae ATMs have a $2.50 American Express Serve fee. ATM operator fees may also apply. See serve.com\/atm for details.<\/span><\/p>\n<p><span style=\"font-weight:400;\"><sup>3<\/sup> <\/span><span style=\"font-weight:400;\">Data rates may apply.<\/span><\/p>\n<p><span style=\"font-weight:400;\"><sup>4<\/sup> <\/span><span style=\"font-weight:400;\">Offer only available to valid license holders of Intuit&#8217;s ProSeries or Lacerte products. Requirements to receive $15 from Intuit: (1) successfully register with American Express via ProSeries or Lacerte to offer the American Express Serve\u00ae Card (&#8220;Card&#8221;) for tax year 2015 and (2) a direct deposit of an IRS refund totaling $15 or more must be made to an Eligible Card on or before April 15, 2016. An &#8220;Eligible Card&#8221; includes any Card you successfully registered for on behalf of a client via ProSeries or Lacerte on or before April 15, 2016, provided you have previously obtained the client&#8217;s acceptance of the Card terms and conditions and consent to submit the Card registration. Joint filers are considered a single client making you eligible for $15 only. No payment shall be made for rejected Card registrations or tax filings. Limit of $15 in total incentives per Eligible Card for tax year 2015. Refunds deposited to any American Express product other than an Eligible Card are not eligible. Intuit reserves the right to recoup amounts paid (or may elect to withhold future payments) where fraud or other illegal activity is suspected. Payment will be provided by Intuit and will be made prior to Dec. 31, 2016. Payments for cards registered after the cut-off date will be paid in the following tax year.<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Customers today need \u2013 and want \u2013 fast and easy access to their money, especially their IRS tax refund. That\u2019s why Intuit\u00ae provides an alternative option for your clients to receive their refund: American Express Serve\u00ae. With this prepaid debit account, your clients can quickly and affordably access their eligible IRS refunds without paying check<\/p>\n","protected":false},"author":107164895,"featured_media":10656,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"rkv_browse_by_id":0,"rkv_cta_id":0,"rkv_optimize_for_pagespeed":false,"jetpack_post_was_ever_published":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"useModifiedDate":false,"customPublishDate":"","_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":false,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2},"_wpas_customize_per_network":false},"categories":[116807,45875901],"tags":[91925857],"intuit_collection":[],"intuit_series":[],"coauthors":[509474166],"class_list":["post-1062","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-practice-management","category-workflow-tools","tag-american-express-serve"],"header_image":"","yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.3 (Yoast SEO v27.6) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Money Management Made Easy<\/title>\n<meta name=\"description\" content=\"Practical tips for tax and accounting professionals on simplifying money management, streamlining firm finances, and serving clients with convenient financial tools.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/money-management-made-easy-and-convenient\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Money Management Made Easy and Convenient - Tax Pro Center | Intuit\" \/>\n<meta property=\"og:description\" content=\"Practical tips for tax and accounting professionals on simplifying money management, streamlining firm finances, and serving clients with convenient financial tools.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/money-management-made-easy-and-convenient\/\" \/>\n<meta property=\"og:site_name\" content=\"Tax Pro Center | Intuit\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/IntuitAccountants\" \/>\n<meta property=\"article:published_time\" content=\"2015-12-01T00:29:57+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2017-10-17T23:12:13+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2017\/10\/easy-button-e1535552623895.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"655\" \/>\n\t<meta property=\"og:image:height\" content=\"398\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Bianca Lee\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@IntuitAccts\" \/>\n<meta name=\"twitter:site\" content=\"@IntuitAccts\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Bianca Lee\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"4 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/money-management-made-easy-and-convenient\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/money-management-made-easy-and-convenient\\\/\"},\"author\":{\"name\":\"Bianca Lee\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#\\\/schema\\\/person\\\/199009701bfca662e9315eac09af0ba3\"},\"headline\":\"Money Management Made Easy and Convenient\",\"datePublished\":\"2015-12-01T00:29:57+00:00\",\"dateModified\":\"2017-10-17T23:12:13+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/money-management-made-easy-and-convenient\\\/\"},\"wordCount\":766,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#organization\"},\"image\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/money-management-made-easy-and-convenient\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/wp-content\\\/uploads\\\/2017\\\/10\\\/easy-button-e1535552623895.jpg\",\"keywords\":[\"american express serve\"],\"articleSection\":[\"Practice Management\",\"Workflow tools\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/money-management-made-easy-and-convenient\\\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/money-management-made-easy-and-convenient\\\/\",\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/money-management-made-easy-and-convenient\\\/\",\"name\":\"Money Management Made Easy\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/money-management-made-easy-and-convenient\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/money-management-made-easy-and-convenient\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/wp-content\\\/uploads\\\/2017\\\/10\\\/easy-button-e1535552623895.jpg\",\"datePublished\":\"2015-12-01T00:29:57+00:00\",\"dateModified\":\"2017-10-17T23:12:13+00:00\",\"description\":\"Practical tips for tax and accounting professionals on simplifying money management, streamlining firm finances, and serving clients with convenient financial tools.\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/money-management-made-easy-and-convenient\\\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/money-management-made-easy-and-convenient\\\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/money-management-made-easy-and-convenient\\\/#primaryimage\",\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/wp-content\\\/uploads\\\/2017\\\/10\\\/easy-button-e1535552623895.jpg\",\"contentUrl\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/wp-content\\\/uploads\\\/2017\\\/10\\\/easy-button-e1535552623895.jpg\",\"width\":655,\"height\":398,\"caption\":\"white keyboard with easy button\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/money-management-made-easy-and-convenient\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Money Management Made Easy and Convenient\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#website\",\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/\",\"name\":\"Tax Pro Center | Intuit\",\"description\":\"Tax Pro Center\",\"publisher\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#organization\",\"name\":\"Tax Pro Center | Intuit\",\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#\\\/schema\\\/logo\\\/image\\\/\",\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/wp-content\\\/uploads\\\/2022\\\/10\\\/Tax_Pro_Center_Logo_Final_large.webp\",\"contentUrl\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/wp-content\\\/uploads\\\/2022\\\/10\\\/Tax_Pro_Center_Logo_Final_large.webp\",\"width\":872,\"height\":160,\"caption\":\"Tax Pro Center | Intuit\"},\"image\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#\\\/schema\\\/logo\\\/image\\\/\"},\"sameAs\":[\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/IntuitAccountants\",\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/IntuitAccts\",\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/intuitaccountants\\\/?hl=en\",\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/company\\\/intuit-accountants\\\/\"]},{\"@type\":\"Person\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#\\\/schema\\\/person\\\/199009701bfca662e9315eac09af0ba3\",\"name\":\"Bianca Lee\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/avatar\\\/2ab6c8f0fa53bd63c0fd1cb100beac4e3e4115b125f027f68d8f257db3f06985?s=96&d=identicon&r=g\",\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/avatar\\\/2ab6c8f0fa53bd63c0fd1cb100beac4e3e4115b125f027f68d8f257db3f06985?s=96&d=identicon&r=g\",\"contentUrl\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/avatar\\\/2ab6c8f0fa53bd63c0fd1cb100beac4e3e4115b125f027f68d8f257db3f06985?s=96&d=identicon&r=g\",\"caption\":\"Bianca Lee\"},\"description\":\"Bianca is a marketing manager for Intuit\u00ae ProConnect\u2122. She is responsible for developing strategic marketing campaigns, while partnering closely with internal and external customers to execute multi-channel marketing programs.\",\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/author\\\/taxpro35\\\/\"}]}<\/script>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"Money Management Made Easy","description":"Practical tips for tax and accounting professionals on simplifying money management, streamlining firm finances, and serving clients with convenient financial tools.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/money-management-made-easy-and-convenient\/","og_locale":"en_US","og_type":"article","og_title":"Money Management Made Easy and Convenient - Tax Pro Center | Intuit","og_description":"Practical tips for tax and accounting professionals on simplifying money management, streamlining firm finances, and serving clients with convenient financial tools.","og_url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/money-management-made-easy-and-convenient\/","og_site_name":"Tax Pro Center | Intuit","article_publisher":"https:\/\/www.facebook.com\/IntuitAccountants","article_published_time":"2015-12-01T00:29:57+00:00","article_modified_time":"2017-10-17T23:12:13+00:00","og_image":[{"width":655,"height":398,"url":"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2017\/10\/easy-button-e1535552623895.jpg","type":"image\/jpeg"}],"author":"Bianca Lee","twitter_card":"summary_large_image","twitter_creator":"@IntuitAccts","twitter_site":"@IntuitAccts","twitter_misc":{"Written by":"Bianca Lee","Est. reading time":"4 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/money-management-made-easy-and-convenient\/#article","isPartOf":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/money-management-made-easy-and-convenient\/"},"author":{"name":"Bianca Lee","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#\/schema\/person\/199009701bfca662e9315eac09af0ba3"},"headline":"Money Management Made Easy and Convenient","datePublished":"2015-12-01T00:29:57+00:00","dateModified":"2017-10-17T23:12:13+00:00","mainEntityOfPage":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/money-management-made-easy-and-convenient\/"},"wordCount":766,"commentCount":0,"publisher":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#organization"},"image":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/money-management-made-easy-and-convenient\/#primaryimage"},"thumbnailUrl":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-content\/uploads\/2017\/10\/easy-button-e1535552623895.jpg","keywords":["american express serve"],"articleSection":["Practice Management","Workflow tools"],"inLanguage":"en-US","potentialAction":[{"@type":"CommentAction","name":"Comment","target":["https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/money-management-made-easy-and-convenient\/#respond"]}]},{"@type":"WebPage","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/money-management-made-easy-and-convenient\/","url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/money-management-made-easy-and-convenient\/","name":"Money Management Made Easy","isPartOf":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#website"},"primaryImageOfPage":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/money-management-made-easy-and-convenient\/#primaryimage"},"image":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/money-management-made-easy-and-convenient\/#primaryimage"},"thumbnailUrl":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-content\/uploads\/2017\/10\/easy-button-e1535552623895.jpg","datePublished":"2015-12-01T00:29:57+00:00","dateModified":"2017-10-17T23:12:13+00:00","description":"Practical tips for tax and accounting professionals on simplifying money management, streamlining firm finances, and serving clients with convenient financial tools.","breadcrumb":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/money-management-made-easy-and-convenient\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/money-management-made-easy-and-convenient\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/money-management-made-easy-and-convenient\/#primaryimage","url":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-content\/uploads\/2017\/10\/easy-button-e1535552623895.jpg","contentUrl":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-content\/uploads\/2017\/10\/easy-button-e1535552623895.jpg","width":655,"height":398,"caption":"white keyboard with easy button"},{"@type":"BreadcrumbList","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/money-management-made-easy-and-convenient\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/accountants.intuit.com\/taxprocenter\/"},{"@type":"ListItem","position":2,"name":"Money Management Made Easy and Convenient"}]},{"@type":"WebSite","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#website","url":"https:\/\/accountants.intuit.com\/taxprocenter\/","name":"Tax Pro Center | Intuit","description":"Tax Pro Center","publisher":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/accountants.intuit.com\/taxprocenter\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#organization","name":"Tax Pro Center | Intuit","url":"https:\/\/accountants.intuit.com\/taxprocenter\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#\/schema\/logo\/image\/","url":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-content\/uploads\/2022\/10\/Tax_Pro_Center_Logo_Final_large.webp","contentUrl":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-content\/uploads\/2022\/10\/Tax_Pro_Center_Logo_Final_large.webp","width":872,"height":160,"caption":"Tax Pro Center | Intuit"},"image":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/accountants.intuit.com\/taxprocenter\/IntuitAccountants","https:\/\/accountants.intuit.com\/taxprocenter\/IntuitAccts","https:\/\/accountants.intuit.com\/taxprocenter\/intuitaccountants\/?hl=en","https:\/\/accountants.intuit.com\/taxprocenter\/company\/intuit-accountants\/"]},{"@type":"Person","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#\/schema\/person\/199009701bfca662e9315eac09af0ba3","name":"Bianca Lee","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/avatar\/2ab6c8f0fa53bd63c0fd1cb100beac4e3e4115b125f027f68d8f257db3f06985?s=96&d=identicon&r=g","url":"https:\/\/accountants.intuit.com\/taxprocenter\/avatar\/2ab6c8f0fa53bd63c0fd1cb100beac4e3e4115b125f027f68d8f257db3f06985?s=96&d=identicon&r=g","contentUrl":"https:\/\/accountants.intuit.com\/taxprocenter\/avatar\/2ab6c8f0fa53bd63c0fd1cb100beac4e3e4115b125f027f68d8f257db3f06985?s=96&d=identicon&r=g","caption":"Bianca Lee"},"description":"Bianca is a marketing manager for Intuit\u00ae ProConnect\u2122. She is responsible for developing strategic marketing campaigns, while partnering closely with internal and external customers to execute multi-channel marketing programs.","url":"https:\/\/accountants.intuit.com\/taxprocenter\/author\/taxpro35\/"}]}},"jetpack_publicize_connections":[],"jetpack_featured_media_url":"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2017\/10\/easy-button-e1535552623895.jpg","jetpack_shortlink":"https:\/\/wp.me\/pazjGh-h8","jetpack-related-posts":[{"id":1073,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/serving-convenience-and-ease-to-savvy-customers\/","url_meta":{"origin":1062,"position":0},"title":"Serving Convenience and Ease to Savvy Customers","author":"Bianca Lee","date":"November 30, 2015","format":false,"excerpt":"Customers today need \u2013 and want \u2013 fast and easy access to their money, especially their IRS tax refund. That\u2019s why Intuit\u00ae provides an alternative option for your clients to receive their refund: American Express Serve\u00ae. With this prepaid debit account, your clients can quickly and affordably access their eligible\u2026","rel":"","context":"In &quot;Practice Management&quot;","block_context":{"text":"Practice Management","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/practice-management\/"},"img":{"alt_text":"Make it easy","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2017\/10\/easy-button-e1535552623895.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2017\/10\/easy-button-e1535552623895.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2017\/10\/easy-button-e1535552623895.jpg?resize=525%2C300&ssl=1 1.5x"},"classes":[]},{"id":546,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/client-relationships\/provide-your-clients-with-better-financial-solutions\/","url_meta":{"origin":1062,"position":1},"title":"Provide Your Clients With Better Financial Solutions","author":"Scott Cytron","date":"August 22, 2015","format":false,"excerpt":"The number of Americans that are financially underserved is staggering. According to the FDIC, more than 20 percent of households (25 million Americans) are underbanked in 2013, alone. The reality is these are everyday Americans that are poorly served by the traditional financial system. Their objectives are simple: spend wisely,\u2026","rel":"","context":"In &quot;Client Relationships&quot;","block_context":{"text":"Client Relationships","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/client-relationships\/"},"img":{"alt_text":"American Express Serve","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2015\/08\/amex1-e1535552382512.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2015\/08\/amex1-e1535552382512.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2015\/08\/amex1-e1535552382512.jpg?resize=525%2C300&ssl=1 1.5x"},"classes":[]},{"id":1049,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/tax-pros-profit-with-pay-by-refund\/","url_meta":{"origin":1062,"position":2},"title":"Tax Pros Profit With Pay-by-Refund","author":"Steve Bieber","date":"November 25, 2015","format":false,"excerpt":"Dictionary.com defines convenience as \u201canything that saves or simplifies work,\u201d or \u201cadds to one's ease or comfort.\u201d You might not think of yourself as selling \u201cconvenience,\u201d but it is a large reason why your customers hire you. They bring you a folder, shoebox, binder or stack of papers, and you\u2026","rel":"","context":"In &quot;Grow your practice&quot;","block_context":{"text":"Grow your practice","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/practice-management\/grow-your-practice\/"},"img":{"alt_text":"tax refunds","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2015\/11\/refund-e1508454506726.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2015\/11\/refund-e1508454506726.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2015\/11\/refund-e1508454506726.jpg?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2015\/11\/refund-e1508454506726.jpg?resize=700%2C400&ssl=1 2x"},"classes":[]},{"id":4618,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/help-your-clients-with-delayed-refunds-and-audits\/","url_meta":{"origin":1062,"position":3},"title":"Help Your Clients With Delayed Refunds and Audits","author":"Robbie Randall","date":"October 20, 2016","format":false,"excerpt":"Delayed refunds and increased audits brought on by the new procedural rules associated with the Protecting Americans from Tax Hikes Act of 2015 (PATH Act) are set to begin in January 2017. The PATH Act, created to benefit taxpayers and their families, mandates that no refund, or partial refund, will\u2026","rel":"","context":"In &quot;Practice Management&quot;","block_context":{"text":"Practice Management","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/practice-management\/"},"img":{"alt_text":"tax refunds","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2015\/11\/refund-e1508454506726.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2015\/11\/refund-e1508454506726.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2015\/11\/refund-e1508454506726.jpg?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2015\/11\/refund-e1508454506726.jpg?resize=700%2C400&ssl=1 2x"},"classes":[]},{"id":22487,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/how-the-irs-protects-taxpayers-from-tax-related-identity-theft\/","url_meta":{"origin":1062,"position":4},"title":"How the IRS protects taxpayers from tax-related identity theft","author":"Intuit Accountants Team","date":"March 5, 2021","format":false,"excerpt":"Help protect your firm and clients with current information about security and fraud.","rel":"","context":"In &quot;Practice Management&quot;","block_context":{"text":"Practice Management","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/practice-management\/"},"img":{"alt_text":"Security","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2021\/02\/Security.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2021\/02\/Security.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2021\/02\/Security.jpg?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2021\/02\/Security.jpg?resize=700%2C400&ssl=1 2x"},"classes":[]},{"id":2340,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/making-more-money-doesnt-need-to-cost-more-money\/","url_meta":{"origin":1062,"position":5},"title":"Making More Money Doesn&#8217;t Need to Cost More Money","author":"Christiane Hile","date":"July 26, 2016","format":false,"excerpt":"The old adage says, \u201cIt takes money to make money.\u201d Well, we disagree. We\u2019ve compiled a list of tips to help you increase your income at\u00a0zero cost to you. When it comes to adding income to your bottom line, you have three main routes to consider: add more clients, add\u2026","rel":"","context":"In &quot;Practice Management&quot;","block_context":{"text":"Practice Management","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/practice-management\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/07\/money-e1508456371870.jpeg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/07\/money-e1508456371870.jpeg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/07\/money-e1508456371870.jpeg?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/07\/money-e1508456371870.jpeg?resize=700%2C400&ssl=1 2x"},"classes":[]}],"jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/posts\/1062","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/users\/107164895"}],"replies":[{"embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/comments?post=1062"}],"version-history":[{"count":11,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/posts\/1062\/revisions"}],"predecessor-version":[{"id":10776,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/posts\/1062\/revisions\/10776"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/media\/10656"}],"wp:attachment":[{"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/media?parent=1062"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/categories?post=1062"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/tags?post=1062"},{"taxonomy":"intuit_collection","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/intuit_collection?post=1062"},{"taxonomy":"intuit_series","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/intuit_series?post=1062"},{"taxonomy":"author","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/coauthors?post=1062"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}