{"id":146,"date":"2016-06-20T04:39:23","date_gmt":"2016-06-20T04:39:23","guid":{"rendered":"https:\/\/taxprocenter.proconnect.intuit.com\/?p=146"},"modified":"2020-08-18T16:37:06","modified_gmt":"2020-08-18T21:37:06","slug":"tax-pro-forum-how-to-have-your-most-productive-tax-season-ever","status":"publish","type":"post","link":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/tax-pro-forum-how-to-have-your-most-productive-tax-season-ever\/","title":{"rendered":"Tax Pro Forum: How to Have Your Most Productive Tax Season Ever"},"content":{"rendered":"

Summer is a great time to regroup and gear up for next year\u2019s tax season. To learn a few tips about how to do more in less time, we talked to three tax professionals who just finished one of their most productive tax seasons. Let\u2019s meet the tax pros!<\/span><\/p>\n

Hal Ros\"Halen, CPA<\/b>, <\/span>RFBM CPAs<\/span><\/a>, has practiced accounting for 35+ years. His areas of specialization include small business accounting and taxation, and individual taxation. He spent part of his career as an entrepreneur, and has experienced the challenges and rewards of operating at home. Rosen is an Advanced Certified QuickBooks\u00ae ProAdvisor<\/span>\u00a0and a member of the Intuit<\/span>\u00ae<\/span>Trainer\/Writer Network. He was named one of the top 100 ProAdvisors for 2015 and 2016 by Insightful Accountant<\/em>.<\/span><\/p>\n

 <\/p>\n

Andrew \"AndrewPoulos, EA, ABA, ATP<\/b>, founder of <\/span>Poulos Accounting & Consulting<\/span><\/a>, has offered tax, accounting, consulting and payroll services for more than 20 years. His clients\u00a0include individuals and small businesses all over the world. Poulos is a nationally syndicated tax software expert reviewer, author and speaker. He is also a Certified QuickBooks ProAdvisor and author of the QuickBooks Ultimate Lesson Guide\u00a9 DVD.<\/span><\/p>\n

 <\/p>\n

\"DaveDave Venard, EA<\/b>, is president of <\/span>Bayview Services Group<\/span>, which has evolved from a brick and mortar practice to a virtual practice. With more than 32 years of experience, Venard offers bookkeeping and accounting, payroll, and tax services \u2013 all in the cloud \u2013 with a focus on servicing small- to medium-sized businesses and individuals. Venard is a Certified QuickBooks ProAdvisor and a member of the Intuit Trainer\/Writer Network.<\/span><\/p>\n

 <\/p>\n

I asked each tax pro which tools were most essential to their practice, and here\u2019s what they had to say:<\/span><\/p>\n

Hal Rosen<\/b> had one of his most productive tax seasons by introducing<\/span> Office Tools<\/span><\/a> to his office. His team uses it to track all engagements and manage recurring tasks for tax, payroll and bookkeeping services. Rosen says, \u201cIt acts like a filing cabinet, message machine, email tracker, time tracker and invoice manager, all in one. It also gives some analytics as far as employee realization rates.\u201d Office Tools syncs with Intuit ProConnect\u2122 Lacerte<\/span>\u00ae<\/span> and <\/span>QuickBooks<\/span><\/a> to give Rosen\u2019s team a central client information hub so that they only need to enter client information once. \u201cWe do 1,500 tax returns,\u201d Rosen said, \u201cso it would easy for information to get lost in the system. This tracks our steps, and prompts us for the next step and the task owner so we stay on track.\u201d Rosen mentions that, as is important with any new process, it\u2019s essential to map your workflow and get your workforce\u2019s consensus to make a seamless transition to new workflow tools. \u201cI explained to my staff why it\u2019s important, how it makes like simpler and how it makes our clients\u2019 lives better to get everyone\u2019s buy in,\u201d Rosen said.<\/span><\/p>\n

Andrew Poulos<\/b> created a custom website that integrates with <\/span>SmartVault<\/span><\/a> and optimizes his workflow. It gives him and his clients access to a portal that serves as a document and data management system so that everything can be done online. Thanks to this new custom website, Poulos says that clients can enter their payroll information remotely; in turn, the information imports into his payroll software so that he can process payroll within minutes. He can manage audit and collection cases, and to-do tasks through the data management system on the backend of his website. His website also interfaces with ProConnect ProSeries<\/span>\u00ae<\/span>, and he estimates that it saves five minutes per return and dozens of hours overall during tax season. Thanks to this system, document management is not only easy and convenient for his clients, but for him as well. Poulos says that throughout tax season, he only met about six clients face to face, so he was able to work from just about anywhere, being that he operates a virtual accounting and tax practice.<\/span><\/p>\n

Dave Venard<\/b> says <\/span>Bill.com<\/span><\/a>, which fully automates billing and payables, is one of his keys to productivity. He uses it for his own practice often, and also recommends it to clients. He adds that it is helpful that it integrates with <\/span>QuickBooks Online Accountant<\/span><\/a>, <\/span>QuickBooks Payroll<\/span><\/a>, and <\/span>ProConnect Tax Online<\/span><\/a>, though there is still some further integration that would be helpful. He also uses <\/span>ProConnect Link<\/span><\/a> to collect, organize and share documents with his clients.<\/span><\/p>\n

Venard is also currently exploring different workflow management systems apps, including Mavenlink, Trello, and more. \u201cThere are hundreds of great apps out there that accelerate and improve workflow for you and your clients,\u201d Venard said. He is looking for one to fit his virtual practice, but with the variety available, there may be a great one out there to help you streamline your practice as well.<\/span><\/p>\n

Regardless of the tool, one truth seems to prevail: the best workflow optimization tools not only make tax pros and accountants more productive, but they also simplify the lives of clients.<\/span><\/p>\n

I also asked our productive pros if they had any final tips to help us all be more productive each day. Venard says that Cortadito Cuban espresso \u201cmakes your eyes pop wide open in the morning,\u201d while Rosen relies on a daily Diet Dr Pepper in the afternoon. Poulos says a big cup of Greek coffee early in the morning, as well as a smaller cup during a short afternoon break helps him stay focused during the day.<\/span><\/p>\n

We\u2019d love to hear what you\u2019re doing to optimize your workflow and stay productive throughout the day! Send us a note on Twitter (<\/span>@IntuitAccts<\/span><\/a>) to share your tips.<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"

Summer is a great time to regroup and gear up for next year\u2019s tax season. To learn a few tips about how to do more in less time, we talked to three tax professionals who just finished one of their most productive tax seasons. Let\u2019s meet the tax pros! Hal Rosen, CPA, RFBM CPAs, has<\/p>\n","protected":false},"author":106654179,"featured_media":10677,"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":true,"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":[26026427,13179],"intuit_collection":[],"intuit_series":[],"coauthors":[509474239],"class_list":["post-146","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-practice-management","category-workflow-tools","tag-proconnect","tag-quickbooks"],"header_image":"","yoast_head":"\nTax Pro Forum: How to Have Your Most Productive Tax Season Ever - Tax Pro Center | Intuit<\/title>\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\/tax-pro-forum-how-to-have-your-most-productive-tax-season-ever\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Tax Pro Forum: How to Have Your Most Productive Tax Season Ever - Tax Pro Center | Intuit\" \/>\n<meta property=\"og:description\" content=\"Summer is a great time to regroup and gear up for next year\u2019s tax season. To learn a few tips about how to do more in less time, we talked to three tax professionals who just finished one of their most productive tax seasons. Let\u2019s meet the tax pros! Hal Rosen, CPA, RFBM CPAs, has\" \/>\n<meta property=\"og:url\" content=\"https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/tax-pro-forum-how-to-have-your-most-productive-tax-season-ever\/\" \/>\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=\"2016-06-20T04:39:23+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2020-08-18T21:37:06+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/06\/tick-tock-e1535552571965.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"655\" \/>\n\t<meta property=\"og:image:height\" content=\"357\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Tara Stratton\" \/>\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=\"Tara Stratton\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"5 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/practice-management\\\/tax-pro-forum-how-to-have-your-most-productive-tax-season-ever\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/practice-management\\\/tax-pro-forum-how-to-have-your-most-productive-tax-season-ever\\\/\"},\"author\":{\"name\":\"Tara Stratton\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#\\\/schema\\\/person\\\/dea2bf4a693d9feb5aca984f51f0abca\"},\"headline\":\"Tax Pro Forum: How to Have Your Most Productive Tax Season Ever\",\"datePublished\":\"2016-06-20T04:39:23+00:00\",\"dateModified\":\"2020-08-18T21:37:06+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/practice-management\\\/tax-pro-forum-how-to-have-your-most-productive-tax-season-ever\\\/\"},\"wordCount\":938,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#organization\"},\"image\":{\"@id\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/practice-management\\\/tax-pro-forum-how-to-have-your-most-productive-tax-season-ever\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/wp-content\\\/uploads\\\/2016\\\/06\\\/tick-tock-e1535552571965.jpg\",\"keywords\":[\"proconnect\",\"quickbooks\"],\"articleSection\":[\"Practice Management\",\"Workflow tools\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/practice-management\\\/tax-pro-forum-how-to-have-your-most-productive-tax-season-ever\\\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/practice-management\\\/tax-pro-forum-how-to-have-your-most-productive-tax-season-ever\\\/\",\"url\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/practice-management\\\/tax-pro-forum-how-to-have-your-most-productive-tax-season-ever\\\/\",\"name\":\"Tax Pro Forum: How to Have Your Most Productive Tax Season Ever - Tax Pro Center | Intuit\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/practice-management\\\/tax-pro-forum-how-to-have-your-most-productive-tax-season-ever\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/practice-management\\\/tax-pro-forum-how-to-have-your-most-productive-tax-season-ever\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/wp-content\\\/uploads\\\/2016\\\/06\\\/tick-tock-e1535552571965.jpg\",\"datePublished\":\"2016-06-20T04:39:23+00:00\",\"dateModified\":\"2020-08-18T21:37:06+00:00\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/practice-management\\\/tax-pro-forum-how-to-have-your-most-productive-tax-season-ever\\\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/practice-management\\\/tax-pro-forum-how-to-have-your-most-productive-tax-season-ever\\\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/practice-management\\\/tax-pro-forum-how-to-have-your-most-productive-tax-season-ever\\\/#primaryimage\",\"url\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/wp-content\\\/uploads\\\/2016\\\/06\\\/tick-tock-e1535552571965.jpg\",\"contentUrl\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/wp-content\\\/uploads\\\/2016\\\/06\\\/tick-tock-e1535552571965.jpg\",\"width\":655,\"height\":357,\"caption\":\"Concept of time with businessman that hold an alarm clock\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/practice-management\\\/tax-pro-forum-how-to-have-your-most-productive-tax-season-ever\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Tax Pro Forum: How to Have Your Most Productive Tax Season Ever\"}]},{\"@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:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/wp-content\\\/uploads\\\/2022\\\/10\\\/Tax_Pro_Center_Logo_Final_large.webp\",\"contentUrl\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/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:\\\/\\\/www.facebook.com\\\/IntuitAccountants\",\"https:\\\/\\\/x.com\\\/IntuitAccts\",\"https:\\\/\\\/www.instagram.com\\\/intuitaccountants\\\/?hl=en\",\"https:\\\/\\\/www.linkedin.com\\\/company\\\/intuit-accountants\\\/\"]},{\"@type\":\"Person\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#\\\/schema\\\/person\\\/dea2bf4a693d9feb5aca984f51f0abca\",\"name\":\"Tara Stratton\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/d5cca80b416c671d546142340919794cc13910b28bda44e2369888fda3c68fba?s=96&d=identicon&r=g\",\"url\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/d5cca80b416c671d546142340919794cc13910b28bda44e2369888fda3c68fba?s=96&d=identicon&r=g\",\"contentUrl\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/d5cca80b416c671d546142340919794cc13910b28bda44e2369888fda3c68fba?s=96&d=identicon&r=g\",\"caption\":\"Tara Stratton\"},\"description\":\"Tara Stratton is a marketing manager for Intuit\u00ae Accountants, where she has worked since 2015. She earned her MBA from Southern Methodist University. In her free time, she enjoys running, camping, traveling, and spending time with her friends, family, and dog.\",\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/author\\\/tjstratton\\\/\"}]}<\/script>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"Tax Pro Forum: How to Have Your Most Productive Tax Season Ever - Tax Pro Center | Intuit","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\/tax-pro-forum-how-to-have-your-most-productive-tax-season-ever\/","og_locale":"en_US","og_type":"article","og_title":"Tax Pro Forum: How to Have Your Most Productive Tax Season Ever - Tax Pro Center | Intuit","og_description":"Summer is a great time to regroup and gear up for next year\u2019s tax season. To learn a few tips about how to do more in less time, we talked to three tax professionals who just finished one of their most productive tax seasons. Let\u2019s meet the tax pros! Hal Rosen, CPA, RFBM CPAs, has","og_url":"https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/tax-pro-forum-how-to-have-your-most-productive-tax-season-ever\/","og_site_name":"Tax Pro Center | Intuit","article_publisher":"https:\/\/www.facebook.com\/IntuitAccountants","article_published_time":"2016-06-20T04:39:23+00:00","article_modified_time":"2020-08-18T21:37:06+00:00","og_image":[{"width":655,"height":357,"url":"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/06\/tick-tock-e1535552571965.jpg","type":"image\/jpeg"}],"author":"Tara Stratton","twitter_card":"summary_large_image","twitter_creator":"@IntuitAccts","twitter_site":"@IntuitAccts","twitter_misc":{"Written by":"Tara Stratton","Est. reading time":"5 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/tax-pro-forum-how-to-have-your-most-productive-tax-season-ever\/#article","isPartOf":{"@id":"https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/tax-pro-forum-how-to-have-your-most-productive-tax-season-ever\/"},"author":{"name":"Tara Stratton","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#\/schema\/person\/dea2bf4a693d9feb5aca984f51f0abca"},"headline":"Tax Pro Forum: How to Have Your Most Productive Tax Season Ever","datePublished":"2016-06-20T04:39:23+00:00","dateModified":"2020-08-18T21:37:06+00:00","mainEntityOfPage":{"@id":"https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/tax-pro-forum-how-to-have-your-most-productive-tax-season-ever\/"},"wordCount":938,"commentCount":0,"publisher":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#organization"},"image":{"@id":"https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/tax-pro-forum-how-to-have-your-most-productive-tax-season-ever\/#primaryimage"},"thumbnailUrl":"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/06\/tick-tock-e1535552571965.jpg","keywords":["proconnect","quickbooks"],"articleSection":["Practice Management","Workflow tools"],"inLanguage":"en-US","potentialAction":[{"@type":"CommentAction","name":"Comment","target":["https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/tax-pro-forum-how-to-have-your-most-productive-tax-season-ever\/#respond"]}]},{"@type":"WebPage","@id":"https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/tax-pro-forum-how-to-have-your-most-productive-tax-season-ever\/","url":"https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/tax-pro-forum-how-to-have-your-most-productive-tax-season-ever\/","name":"Tax Pro Forum: How to Have Your Most Productive Tax Season Ever - Tax Pro Center | Intuit","isPartOf":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#website"},"primaryImageOfPage":{"@id":"https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/tax-pro-forum-how-to-have-your-most-productive-tax-season-ever\/#primaryimage"},"image":{"@id":"https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/tax-pro-forum-how-to-have-your-most-productive-tax-season-ever\/#primaryimage"},"thumbnailUrl":"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/06\/tick-tock-e1535552571965.jpg","datePublished":"2016-06-20T04:39:23+00:00","dateModified":"2020-08-18T21:37:06+00:00","breadcrumb":{"@id":"https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/tax-pro-forum-how-to-have-your-most-productive-tax-season-ever\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/tax-pro-forum-how-to-have-your-most-productive-tax-season-ever\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/tax-pro-forum-how-to-have-your-most-productive-tax-season-ever\/#primaryimage","url":"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/06\/tick-tock-e1535552571965.jpg","contentUrl":"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/06\/tick-tock-e1535552571965.jpg","width":655,"height":357,"caption":"Concept of time with businessman that hold an alarm clock"},{"@type":"BreadcrumbList","@id":"https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/tax-pro-forum-how-to-have-your-most-productive-tax-season-ever\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/taxprocenter.proconnect.intuit.com\/"},{"@type":"ListItem","position":2,"name":"Tax Pro Forum: How to Have Your Most Productive Tax Season Ever"}]},{"@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:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2022\/10\/Tax_Pro_Center_Logo_Final_large.webp","contentUrl":"https:\/\/taxprocenter.proconnect.intuit.com\/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:\/\/www.facebook.com\/IntuitAccountants","https:\/\/x.com\/IntuitAccts","https:\/\/www.instagram.com\/intuitaccountants\/?hl=en","https:\/\/www.linkedin.com\/company\/intuit-accountants\/"]},{"@type":"Person","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#\/schema\/person\/dea2bf4a693d9feb5aca984f51f0abca","name":"Tara Stratton","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/secure.gravatar.com\/avatar\/d5cca80b416c671d546142340919794cc13910b28bda44e2369888fda3c68fba?s=96&d=identicon&r=g","url":"https:\/\/secure.gravatar.com\/avatar\/d5cca80b416c671d546142340919794cc13910b28bda44e2369888fda3c68fba?s=96&d=identicon&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/d5cca80b416c671d546142340919794cc13910b28bda44e2369888fda3c68fba?s=96&d=identicon&r=g","caption":"Tara Stratton"},"description":"Tara Stratton is a marketing manager for Intuit\u00ae Accountants, where she has worked since 2015. She earned her MBA from Southern Methodist University. In her free time, she enjoys running, camping, traveling, and spending time with her friends, family, and dog.","url":"https:\/\/accountants.intuit.com\/taxprocenter\/author\/tjstratton\/"}]}},"jetpack_publicize_connections":[],"jetpack_featured_media_url":"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/06\/tick-tock-e1535552571965.jpg","jetpack_shortlink":"https:\/\/wp.me\/pazjGh-2m","jetpack-related-posts":[{"id":3902,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/save-your-spot-at-the-quickbooks-accounting-and-proconnect-tax-september-virtual-conference\/","url_meta":{"origin":146,"position":0},"title":"Save Your Spot at the QuickBooks\u00ae Accounting and ProConnect\u2122 Tax September Virtual Conference","author":"Intuit Accountants Team","date":"September 6, 2016","format":false,"excerpt":"Intuit\u00ae ProConnect\u2122 is excited to partner with QuickBooks\u00ae to offer the QuickBooks Accounting and ProConnect Tax Virtual Conference on Sept. 21-22. This world-class, virtual training experience will provide you with free comprehensive training on QuickBooks Desktop, QuickBooks Online and ProConnect tax solutions, helping tax and accounting professionals who would like\u2026","rel":"","context":"In "Practice Management"","block_context":{"text":"Practice Management","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/practice-management\/"},"img":{"alt_text":"QuickBooks and ProConnect Virtual Conference","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/09\/vcon.png?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/09\/vcon.png?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/09\/vcon.png?resize=525%2C300&ssl=1 1.5x"},"classes":[]},{"id":57506,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/workflow-tools\/on-the-books-podcast-merry-books-to-tax-season\/","url_meta":{"origin":146,"position":1},"title":"On the Books podcast: Merry books-to-tax season","author":"Amanda Thompson","date":"December 11, 2024","format":false,"excerpt":"In this episode of On the Books, Paul Glantz and Amy Walker discuss the challenges of CAS and tax practices working together, and how their firm was formed to address those challenges.","rel":"","context":"In "Practice Management"","block_context":{"text":"Practice Management","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/practice-management\/"},"img":{"alt_text":"On the Books podcast: Merry books-to-tax season","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2024\/12\/On-the-Books-podcast-Merry-books-to-tax-season-copy.png?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2024\/12\/On-the-Books-podcast-Merry-books-to-tax-season-copy.png?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2024\/12\/On-the-Books-podcast-Merry-books-to-tax-season-copy.png?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2024\/12\/On-the-Books-podcast-Merry-books-to-tax-season-copy.png?resize=700%2C400&ssl=1 2x"},"classes":[]},{"id":8763,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/proconnect\/proconnect-tax-online-quickbooks-online-accountant-take-top-honors-at-innovation-awards\/","url_meta":{"origin":146,"position":2},"title":"ProConnect\u2122 Tax Online and QuickBooks\u00ae Online Accountant Take Top Honors at Innovation Awards","author":"Firm of the Future Team","date":"June 12, 2017","format":false,"excerpt":"The integration of Intuit\u00ae ProConnect\u2122 Tax Online\u00a0and\u00a0QuickBooks\u00ae Online Accountant (QBOA)\u00a0won a\u00a0Tax and Accounting Technology\u00a0Innovation Award from the CPA Practice Advisor at the publication's annual awards competition. The awards were\u00a0handed out on June 6 at the\u00a0California Accounting and Business Show & Conference in Los Angeles, Calif. Receiving an honorable mention was\u00a0Practice\u2026","rel":"","context":"In "Intuit\u00ae Accountants News"","block_context":{"text":"Intuit\u00ae Accountants News","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/proconnect\/"},"img":{"alt_text":"CPA Practice Advisor awards","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2017\/06\/2017_awards-593771d83a4b9-e1529601670395.jpg?resize=350%2C200&ssl=1","width":350,"height":200},"classes":[]},{"id":11800,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/how-cloud-tax-and-accounting-makes-tax-season-a-breeze\/","url_meta":{"origin":146,"position":3},"title":"How cloud tax and accounting makes tax season a breeze","author":"Kessla Sloan","date":"March 1, 2018","format":false,"excerpt":"Find out how SKYsmb uses Intuit ProConnect Tax Online, QuickBooks Online Accountant and Intuit Link to improve its collaboration and help its clients.","rel":"","context":"In "Practice Management"","block_context":{"text":"Practice Management","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/practice-management\/"},"img":{"alt_text":"tax accounting in the cloud","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2015\/12\/paperless-e1508454602129.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2015\/12\/paperless-e1508454602129.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2015\/12\/paperless-e1508454602129.jpg?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2015\/12\/paperless-e1508454602129.jpg?resize=700%2C400&ssl=1 2x"},"classes":[]},{"id":4606,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/proconnect\/intuit-proconnect-tax-online-integrates-with-quickbooks-online-accountant\/","url_meta":{"origin":146,"position":4},"title":"Intuit\u00ae ProConnect\u2122 Tax Online Integrates With QuickBooks\u00ae Online Accountant","author":"Intuit Accountants Team","date":"October 24, 2016","format":false,"excerpt":"During tax season, accounting professionals spend about five hours per client cleaning up their books to prepare them for a tax return. Today at QuickBooks Connect, we announced that we\u2019re integrating ProConnect Tax Online (PTO) with QuickBooks Online Accountant (QBOA) to simplify workflow and save accountants significant amount of time.\u2026","rel":"","context":"In "Intuit\u00ae Accountants News"","block_context":{"text":"Intuit\u00ae Accountants News","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/proconnect\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/10\/qb-logo-e1508457610955.png?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/10\/qb-logo-e1508457610955.png?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/10\/qb-logo-e1508457610955.png?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/10\/qb-logo-e1508457610955.png?resize=700%2C400&ssl=1 2x"},"classes":[]},{"id":15895,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/proconnect\/intuit-takes-11-top-software-spots-in-2019-readers-choice-awards\/","url_meta":{"origin":146,"position":5},"title":"Intuit\u00ae Takes 11 Top Software Spots in 2019 Readers Choice Awards","author":"Firm of the Future Team","date":"April 26, 2019","format":false,"excerpt":"See this year's list of winners in the 2019 Readers Choice Awards, including Intuit ProConnect Lacerte, ProSeries and other products.","rel":"","context":"In "Intuit\u00ae Accountants News"","block_context":{"text":"Intuit\u00ae Accountants News","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/proconnect\/"},"img":{"alt_text":"happy successful tax team","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2015\/08\/happy-team-e1535552288933.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2015\/08\/happy-team-e1535552288933.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2015\/08\/happy-team-e1535552288933.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\/146","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\/106654179"}],"replies":[{"embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/comments?post=146"}],"version-history":[{"count":32,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/posts\/146\/revisions"}],"predecessor-version":[{"id":21109,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/posts\/146\/revisions\/21109"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/media\/10677"}],"wp:attachment":[{"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/media?parent=146"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/categories?post=146"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/tags?post=146"},{"taxonomy":"intuit_collection","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/intuit_collection?post=146"},{"taxonomy":"intuit_series","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/intuit_series?post=146"},{"taxonomy":"author","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/coauthors?post=146"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}