{"id":11128,"date":"2017-11-21T08:00:47","date_gmt":"2017-11-21T14:00:47","guid":{"rendered":"http:\/\/taxprocenter.proconnect.intuit.com\/?p=11128"},"modified":"2017-12-05T13:29:04","modified_gmt":"2017-12-05T19:29:04","slug":"5-tips-on-how-to-get-your-team-back-in-busy-season-shape","status":"publish","type":"post","link":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/5-tips-on-how-to-get-your-team-back-in-busy-season-shape\/","title":{"rendered":"5 Tips on How to Get Your Tax Team Back in (Busy Season) Shape"},"content":{"rendered":"

It feels like tax season just ended, and yet the next one is right around the corner. This is the time of year when I like to evaluate and determine what went well during the freshly ended tax season and prioritize what needs improvement for the next one. January is much too late to figure it all out! We have such a short window of time to get it together.<\/p>\n

\u201cLife moves pretty fast. If you don’t stop and look around once in a while, you could miss it.\u201d<\/em> \u2013 Ferris Bueller<\/p><\/blockquote>\n

Tip #1: If you need to hire someone, sooner is better than later.<\/strong><\/p>\n

Right now, I am having to deal with things, I feel, much too late. My firm, by leveraging the power of the cloud, grew – and grew fast. I should have hired my employees sooner than I did. The shift of some of the workload off myself would have allowed me to focus on the things that are important in keeping my clients. Hiring when you must throw new employees into the deep waters right away is not a good time to do so.<\/p>\n

Tip #2 Know your workflow<\/strong><\/p>\n

If tip #1 is to delegate, it would be a good idea to know what to delegate and have a clear record of it somewhere. Somewhere shareable would be good and in a format that can be replicated easily would be preferred.<\/p>\n

Tip #3 Communicate<\/strong><\/p>\n

Mistakes happen when there is not enough or the right kind of communication with, and between, your team. When I don\u2019t communicate well with my team, the cost is my time, and usually lots of it. When team members do not communicate together, work gets duplicated or missed. Communicate ahead of time, rather than after it has happened. Use a platform that everyone can see the same information. Meet with them virtually or live, and share your expectations for the upcoming tax season. Update workflows and priorities with them. Listen.<\/p>\n

Tip #4 Educate<\/strong><\/p>\n

The better educated your team is, the better the chance the team will wow you during the heat of the moment. Things go well when they know what to do, how to use the tools needed for the task and what their role is in the whole process. Did you know the Intuit\u00ae ProConnect\u2122 Group offers webinars<\/a> throughout the year on various topics? If you haven’t looked at the webinars yet, I highly recommend doing so.<\/p>\n

This year’s offerings are absolutely fabulous! I schedule these for me and the team to watch together. We can all see and learn about the latest program updates, what’s coming up in the software and even get the latest tax developments for the upcoming season. I also use this time of year to encourage attendance to live events and other enrichments, like becoming a QuickBooks ProAdvisor<\/a>\u00ae.<\/p>\n

Tip #5: YOU<\/strong><\/p>\n

Probably the most important element here is you. Look at the big picture and your role in it. Is it more important for you to be the conductor of your orchestra or every single instrument? I am constantly updating myself all year long so I can be the one directing when it comes time to perform. When something is clear in my mind, I can properly communicate whatever it is to my team. I also make sure that my instruments are in tune and ready to play.<\/p>\n

I really love being in the cloud. There are so many things I don’t have to worry about. I assign users and permissions to my team and I am done. The access to the necessary tools such as Intuit ProConnect Tax Online<\/a> and QuickBooks\u00ae Online Accountant<\/a>, and the access to the data, is complete. This time of year, I make sure that all is well on this front. There is nothing worse than a team member unable to work on something because I forgot to open the permissions.<\/p>\n

With the new section called “Work<\/a>” in QuickBooks Online Accountant – part of Practice Management – I can now communicate better my priorities, procedures and workflows. I set up Projects with little checklists inside the feature and assign them to specific team members. Practice management streamlines processes more efficiently so tax season and year-round projects run smoothly.<\/p>\n

There is one more thing I like to do this time of year: listen. What were my team’s pain points and what can be done to ease them? I want to arm them with the best tools to succeed – and I believe this is vital. To have a successful tax season, we do have to play together as a complete orchestra; only then can the melody will be harmonious.<\/p>\n","protected":false},"excerpt":{"rendered":"

Get 5 tips from Susan Tinel on how to mentor and guide your staff for a better tax season.<\/p>\n","protected":false},"author":125999390,"featured_media":10751,"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],"tags":[],"intuit_collection":[],"intuit_series":[],"coauthors":[582953240],"class_list":["post-11128","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-practice-management"],"header_image":"","yoast_head":"\n5 Tips to Prepare Your Team for Busy Season<\/title>\n<meta name=\"description\" content=\"Re-energize your tax team after off-season with five preparation tips for CPAs and seasonal tax firms - covering training refreshers, workflow setup, and communication.\" \/>\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\/5-tips-on-how-to-get-your-team-back-in-busy-season-shape\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"5 Tips on How to Get Your Tax Team Back in (Busy Season) Shape - Tax Pro Center | Intuit\" \/>\n<meta property=\"og:description\" content=\"Re-energize your tax team after off-season with five preparation tips for CPAs and seasonal tax firms - covering training refreshers, workflow setup, and communication.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/5-tips-on-how-to-get-your-team-back-in-busy-season-shape\/\" \/>\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=\"2017-11-21T14:00:47+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2017-12-05T19:29:04+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2015\/08\/happy-team-e1535552288933.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"655\" \/>\n\t<meta property=\"og:image:height\" content=\"368\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Susan Tinel, EA\" \/>\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=\"Susan Tinel, EA\" \/>\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\\\/5-tips-on-how-to-get-your-team-back-in-busy-season-shape\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/5-tips-on-how-to-get-your-team-back-in-busy-season-shape\\\/\"},\"author\":{\"name\":\"Susan Tinel, EA\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#\\\/schema\\\/person\\\/5356cc14ca493bee415e9cf44fc085cd\"},\"headline\":\"5 Tips on How to Get Your Tax Team Back in (Busy Season) Shape\",\"datePublished\":\"2017-11-21T14:00:47+00:00\",\"dateModified\":\"2017-12-05T19:29:04+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/5-tips-on-how-to-get-your-team-back-in-busy-season-shape\\\/\"},\"wordCount\":792,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#organization\"},\"image\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/5-tips-on-how-to-get-your-team-back-in-busy-season-shape\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/wp-content\\\/uploads\\\/2015\\\/08\\\/happy-team-e1535552288933.jpg\",\"articleSection\":[\"Practice Management\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/5-tips-on-how-to-get-your-team-back-in-busy-season-shape\\\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/5-tips-on-how-to-get-your-team-back-in-busy-season-shape\\\/\",\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/5-tips-on-how-to-get-your-team-back-in-busy-season-shape\\\/\",\"name\":\"5 Tips to Prepare Your Team for Busy Season\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/5-tips-on-how-to-get-your-team-back-in-busy-season-shape\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/5-tips-on-how-to-get-your-team-back-in-busy-season-shape\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/wp-content\\\/uploads\\\/2015\\\/08\\\/happy-team-e1535552288933.jpg\",\"datePublished\":\"2017-11-21T14:00:47+00:00\",\"dateModified\":\"2017-12-05T19:29:04+00:00\",\"description\":\"Re-energize your tax team after off-season with five preparation tips for CPAs and seasonal tax firms - covering training refreshers, workflow setup, and communication.\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/5-tips-on-how-to-get-your-team-back-in-busy-season-shape\\\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/5-tips-on-how-to-get-your-team-back-in-busy-season-shape\\\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/5-tips-on-how-to-get-your-team-back-in-busy-season-shape\\\/#primaryimage\",\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/wp-content\\\/uploads\\\/2015\\\/08\\\/happy-team-e1535552288933.jpg\",\"contentUrl\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/wp-content\\\/uploads\\\/2015\\\/08\\\/happy-team-e1535552288933.jpg\",\"width\":655,\"height\":368,\"caption\":\"Business team showing thumbs at camera\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/5-tips-on-how-to-get-your-team-back-in-busy-season-shape\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"5 Tips on How to Get Your Tax Team Back in (Busy Season) Shape\"}]},{\"@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\\\/5356cc14ca493bee415e9cf44fc085cd\",\"name\":\"Susan Tinel, EA\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/avatar\\\/9b928ec2ef6be144075021779a3c5b53347b0bfdd2894db26ed913c733e33d24?s=96&d=identicon&r=g\",\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/avatar\\\/9b928ec2ef6be144075021779a3c5b53347b0bfdd2894db26ed913c733e33d24?s=96&d=identicon&r=g\",\"contentUrl\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/avatar\\\/9b928ec2ef6be144075021779a3c5b53347b0bfdd2894db26ed913c733e33d24?s=96&d=identicon&r=g\",\"caption\":\"Susan Tinel, EA\"},\"description\":\"Susan Tinel, EA, heads up April 15 Taxes, Inc., a full-service, cloud-based firm offering services in tax, accounting and entity filings. Based in San Diego, Calif. \u2013 and armed with her Blackberry \u2013 she works with more than 150 clients across the country, in Canada and the United Kingdom, 75 percent of which are small businesses. Susan is a QuickBooks ProAdvisor\u00ae and certified in QuickBooks\u00ae Online; she also uses Intuit\u00ae ProConnect\u2122 Tax Online, Intuit Link, QuickBooks Online Accountant and Intuit Online Payroll. Follow Susan on Twitter @April15Taxes.\",\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/author\\\/susantineltax\\\/\"}]}<\/script>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"5 Tips to Prepare Your Team for Busy Season","description":"Re-energize your tax team after off-season with five preparation tips for CPAs and seasonal tax firms - covering training refreshers, workflow setup, and communication.","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\/5-tips-on-how-to-get-your-team-back-in-busy-season-shape\/","og_locale":"en_US","og_type":"article","og_title":"5 Tips on How to Get Your Tax Team Back in (Busy Season) Shape - Tax Pro Center | Intuit","og_description":"Re-energize your tax team after off-season with five preparation tips for CPAs and seasonal tax firms - covering training refreshers, workflow setup, and communication.","og_url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/5-tips-on-how-to-get-your-team-back-in-busy-season-shape\/","og_site_name":"Tax Pro Center | Intuit","article_publisher":"https:\/\/www.facebook.com\/IntuitAccountants","article_published_time":"2017-11-21T14:00:47+00:00","article_modified_time":"2017-12-05T19:29:04+00:00","og_image":[{"width":655,"height":368,"url":"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2015\/08\/happy-team-e1535552288933.jpg","type":"image\/jpeg"}],"author":"Susan Tinel, EA","twitter_card":"summary_large_image","twitter_creator":"@IntuitAccts","twitter_site":"@IntuitAccts","twitter_misc":{"Written by":"Susan Tinel, EA","Est. reading time":"4 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/5-tips-on-how-to-get-your-team-back-in-busy-season-shape\/#article","isPartOf":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/5-tips-on-how-to-get-your-team-back-in-busy-season-shape\/"},"author":{"name":"Susan Tinel, EA","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#\/schema\/person\/5356cc14ca493bee415e9cf44fc085cd"},"headline":"5 Tips on How to Get Your Tax Team Back in (Busy Season) Shape","datePublished":"2017-11-21T14:00:47+00:00","dateModified":"2017-12-05T19:29:04+00:00","mainEntityOfPage":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/5-tips-on-how-to-get-your-team-back-in-busy-season-shape\/"},"wordCount":792,"commentCount":0,"publisher":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#organization"},"image":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/5-tips-on-how-to-get-your-team-back-in-busy-season-shape\/#primaryimage"},"thumbnailUrl":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-content\/uploads\/2015\/08\/happy-team-e1535552288933.jpg","articleSection":["Practice Management"],"inLanguage":"en-US","potentialAction":[{"@type":"CommentAction","name":"Comment","target":["https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/5-tips-on-how-to-get-your-team-back-in-busy-season-shape\/#respond"]}]},{"@type":"WebPage","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/5-tips-on-how-to-get-your-team-back-in-busy-season-shape\/","url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/5-tips-on-how-to-get-your-team-back-in-busy-season-shape\/","name":"5 Tips to Prepare Your Team for Busy Season","isPartOf":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#website"},"primaryImageOfPage":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/5-tips-on-how-to-get-your-team-back-in-busy-season-shape\/#primaryimage"},"image":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/5-tips-on-how-to-get-your-team-back-in-busy-season-shape\/#primaryimage"},"thumbnailUrl":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-content\/uploads\/2015\/08\/happy-team-e1535552288933.jpg","datePublished":"2017-11-21T14:00:47+00:00","dateModified":"2017-12-05T19:29:04+00:00","description":"Re-energize your tax team after off-season with five preparation tips for CPAs and seasonal tax firms - covering training refreshers, workflow setup, and communication.","breadcrumb":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/5-tips-on-how-to-get-your-team-back-in-busy-season-shape\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/5-tips-on-how-to-get-your-team-back-in-busy-season-shape\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/5-tips-on-how-to-get-your-team-back-in-busy-season-shape\/#primaryimage","url":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-content\/uploads\/2015\/08\/happy-team-e1535552288933.jpg","contentUrl":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-content\/uploads\/2015\/08\/happy-team-e1535552288933.jpg","width":655,"height":368,"caption":"Business team showing thumbs at camera"},{"@type":"BreadcrumbList","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/5-tips-on-how-to-get-your-team-back-in-busy-season-shape\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/accountants.intuit.com\/taxprocenter\/"},{"@type":"ListItem","position":2,"name":"5 Tips on How to Get Your Tax Team Back in (Busy Season) Shape"}]},{"@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\/5356cc14ca493bee415e9cf44fc085cd","name":"Susan Tinel, EA","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/avatar\/9b928ec2ef6be144075021779a3c5b53347b0bfdd2894db26ed913c733e33d24?s=96&d=identicon&r=g","url":"https:\/\/accountants.intuit.com\/taxprocenter\/avatar\/9b928ec2ef6be144075021779a3c5b53347b0bfdd2894db26ed913c733e33d24?s=96&d=identicon&r=g","contentUrl":"https:\/\/accountants.intuit.com\/taxprocenter\/avatar\/9b928ec2ef6be144075021779a3c5b53347b0bfdd2894db26ed913c733e33d24?s=96&d=identicon&r=g","caption":"Susan Tinel, EA"},"description":"Susan Tinel, EA, heads up April 15 Taxes, Inc., a full-service, cloud-based firm offering services in tax, accounting and entity filings. Based in San Diego, Calif. \u2013 and armed with her Blackberry \u2013 she works with more than 150 clients across the country, in Canada and the United Kingdom, 75 percent of which are small businesses. Susan is a QuickBooks ProAdvisor\u00ae and certified in QuickBooks\u00ae Online; she also uses Intuit\u00ae ProConnect\u2122 Tax Online, Intuit Link, QuickBooks Online Accountant and Intuit Online Payroll. Follow Susan on Twitter @April15Taxes.","url":"https:\/\/accountants.intuit.com\/taxprocenter\/author\/susantineltax\/"}]}},"jetpack_publicize_connections":[],"jetpack_featured_media_url":"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2015\/08\/happy-team-e1535552288933.jpg","jetpack_shortlink":"https:\/\/wp.me\/pazjGh-2Tu","jetpack-related-posts":[{"id":6887,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/a-year-in-the-life-of-a-tax-pro-meyer-tax-consulting-ramps-up-season\/","url_meta":{"origin":11128,"position":0},"title":"A Year in the Life of a Tax Pro: Meyer Tax Consulting Ramps up for Season","author":"Patti Newcomer","date":"November 2, 2017","format":"video","excerpt":"Patti Newcomer, VP of Marketing and Analytics for Intuit ProConnect, interviews Jackie Meyer, CPA, about how she gets ready for tax season, including reviewing systems, technology and staffing.","rel":"","context":"In "Practice Management"","block_context":{"text":"Practice Management","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/practice-management\/"},"img":{"alt_text":"Jackie Meyer, CPA, Meyer Tax Consulting","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2017\/02\/jackie-meyer4-e1508458418584.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2017\/02\/jackie-meyer4-e1508458418584.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2017\/02\/jackie-meyer4-e1508458418584.jpg?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2017\/02\/jackie-meyer4-e1508458418584.jpg?resize=700%2C400&ssl=1 2x"},"classes":[]},{"id":1755,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/tax-law-and-news\/year-end-extender-legislation-still-in-holding-pattern\/","url_meta":{"origin":11128,"position":1},"title":"Year-End Extender Legislation Still in Holding Pattern","author":"Mike D'Avolio, CPA, JD","date":"November 20, 2015","format":false,"excerpt":"There is a large basket of tax benefits that expired at the end of 2014, and these provisions will not apply to tax year 2015 unless Congress and the President decide to extend them. Here is a list of the high-impact items: Individuals Tuition and fees deduction Deduction for school\u2026","rel":"","context":"In "Tax Law and News"","block_context":{"text":"Tax Law and News","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/tax-law-and-news\/"},"img":{"alt_text":"congress and tax law","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/08\/congress-e1535552512885.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/08\/congress-e1535552512885.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/08\/congress-e1535552512885.jpg?resize=525%2C300&ssl=1 1.5x"},"classes":[]},{"id":8178,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/tax-season-is-over-its-time-for-celebration-and-lesson-learning\/","url_meta":{"origin":11128,"position":2},"title":"Tax Season is Over; it’s Time for Celebration and Lesson Learning","author":"Andrew Poulos, EA, ABA, ATP","date":"May 8, 2017","format":false,"excerpt":"There is always cause for reflecting on the season to see what worked well. Whether you are a full-time professional or seasonal, surviving a long tax season is a cause for celebration and evaluation. If your tax season was anything like mine, you are probably ready for a much deserved\u2026","rel":"","context":"In "Practice Management"","block_context":{"text":"Practice Management","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/practice-management\/"},"img":{"alt_text":"finish strong for tax season","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2017\/02\/steps-e1535553625644.jpg?resize=350%2C200&ssl=1","width":350,"height":200},"classes":[]},{"id":24620,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/client-relationships\/tips-for-communicating-with-clients-before-the-2022-tax-season\/","url_meta":{"origin":11128,"position":3},"title":"3 tips for communicating with clients before the 2022 tax season","author":"Josh Lance, CPA, CGMA","date":"January 3, 2022","format":false,"excerpt":"Get a 3-step plan from Josh Lance, CPA, CGMA, to work with your clients prior to tax season.","rel":"","context":"In "Client Relationships"","block_context":{"text":"Client Relationships","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/client-relationships\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2022\/07\/How-to-identify-clients-for-the-advisory-services-youre-offering.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2022\/07\/How-to-identify-clients-for-the-advisory-services-youre-offering.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2022\/07\/How-to-identify-clients-for-the-advisory-services-youre-offering.jpg?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2022\/07\/How-to-identify-clients-for-the-advisory-services-youre-offering.jpg?resize=700%2C400&ssl=1 2x"},"classes":[]},{"id":19156,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/top-3-things-i-learned-from-tax-season\/","url_meta":{"origin":11128,"position":4},"title":"Top 3 things I learned from tax season","author":"Scott Cytron","date":"July 24, 2020","format":false,"excerpt":"Get key insights from several tax pros on how they are using what they learned from tax season to prepare for the future.","rel":"","context":"In "Practice Management"","block_context":{"text":"Practice Management","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/practice-management\/"},"img":{"alt_text":"Brainstorm to innovate","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/04\/brainstorm-sticky-notes1-e1535552608568.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/04\/brainstorm-sticky-notes1-e1535552608568.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/04\/brainstorm-sticky-notes1-e1535552608568.jpg?resize=525%2C300&ssl=1 1.5x"},"classes":[]},{"id":17959,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/5-ways-to-set-yourself-up-for-tax-season-success\/","url_meta":{"origin":11128,"position":5},"title":"5 Ways to Set Yourself Up for Tax Season Success","author":"Josh Lance, CPA, CGMA","date":"November 21, 2019","format":false,"excerpt":"The proof is in the planning, according to Josh Lance, CPA, CGMA. Find out how to have a successful tax season with these five tips.","rel":"","context":"In "Practice Management"","block_context":{"text":"Practice Management","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/practice-management\/"},"img":{"alt_text":"tax professional with clients","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/11\/tax-pro-and-clients-e1535552485382.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/11\/tax-pro-and-clients-e1535552485382.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/11\/tax-pro-and-clients-e1535552485382.jpg?resize=525%2C300&ssl=1 1.5x"},"classes":[]}],"jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/posts\/11128","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\/125999390"}],"replies":[{"embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/comments?post=11128"}],"version-history":[{"count":11,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/posts\/11128\/revisions"}],"predecessor-version":[{"id":11253,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/posts\/11128\/revisions\/11253"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/media\/10751"}],"wp:attachment":[{"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/media?parent=11128"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/categories?post=11128"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/tags?post=11128"},{"taxonomy":"intuit_collection","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/intuit_collection?post=11128"},{"taxonomy":"intuit_series","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/intuit_series?post=11128"},{"taxonomy":"author","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/coauthors?post=11128"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}