{"id":19328,"date":"2020-04-06T08:00:07","date_gmt":"2020-04-06T13:00:07","guid":{"rendered":"https:\/\/taxprocenter.proconnect.intuit.com\/?p=19328"},"modified":"2021-04-06T08:34:28","modified_gmt":"2021-04-06T13:34:28","slug":"6-tips-for-taking-your-firm-remote","status":"publish","type":"post","link":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/6-tips-for-taking-your-firm-remote\/","title":{"rendered":"6 tips for taking your firm remote"},"content":{"rendered":"

While many of us are working remotely<\/a> to #flattenthecurve of this very dangerous virus, at Intuit, we\u2019ve talked for some time about the ability to work outside our offices \u2013 and it may be the same for you and your practice. Even though many tax and accounting firms are enabled by cloud technology or a hosted desktop environment, many have been reluctant to make the move because changes in workflow are so difficult to take on in a thriving, busy practice with clients who are happy with the current process.<\/p>\n

On the encouraging side, we have seen some firms enable remote working to address difficulties finding talent<\/a> in their location, reduce office real estate costs, or to be free of their physical office for months at a time.<\/p>\n

As someone who has been working remotely on a part-time basis for nearly 12 years, I wanted to share several tips for working remotely as firms consider making changes either during or after this crisis has passed.<\/p>\n

Enabling technology is key.<\/b> There are many technology options to work remotely, including video conferencing technology<\/a> to conduct employee and client meetings, tax software via the cloud, and a hosted desktop<\/a> environment that employees can access from anywhere, anytime. Many firms use portals to exchange information with clients and employees digitally, offer the ability to get electronic signatures<\/a> for all documents, and accept payments remotely. Software that enables your staff to pick up, put down, delegate, and manage work is also critical.<\/p>\n

Create a workspace.<\/b> It doesn\u2019t need to be big or a fancy office; it just needs to give you some room to work, and some separation from the rest of the house and family. There are two purposes for a distinct workspace: to give you some quiet and some distance from the chaos, and to ensure you can step away from your work so that you don\u2019t find yourself working all. the. time.<\/p>\n

Get dressed.<\/b> I know it can be tempting to wear sweatpants or pajamas when working from home, but it will help to create a work environment if you have some semblance of work attire while you\u2019re working remotely. It\u2019ll help your clients to see you with a professional appearance during video meetings.<\/p>\n

Have a schedule.<\/b> Get up at your usual time, and make sure you take time for lunch, snacks and water. Set time aside for exercise, whether it\u2019s in the morning, during the day or at the end of the day \u2013 whatever works for you. You\u2019ll find that you get even fewer steps sitting in your home office than you got in your work office.<\/p>\n

Ensure you have good, dependable Wi-Fi at home.<\/b> Subscribe to as much bandwidth you can afford, and buy Wi-Fi extenders if your office, or where you want to take video calls, isn\u2019t very close to the router. Being reliably connected is one of the most important aspects of working remotely.<\/p>\n

Establish clear expectations for how you can be reached by employees and clients.<\/b> With your work life and home life now so integrated, be responsive<\/a> during the hours you\u2019re working, but don\u2019t be afraid to not<\/i> be reachable 24\/7. Set your work hours and expectations about your responsiveness and stay true to them.<\/p>\n

During these times of disruption and change, enabling your firm to go remote is potentially an important capability to develop. Consider these six tips, and share best practices with your fellow tax pros by leaving a comment below.<\/p>\n

Editor’s note:<\/strong> This article was originally published by the CPA Practice Advisor<\/em><\/a>.\u00a0Visit the Intuit Accountant and Tax Professional COVID-19 Resource Center<\/a>\u00a0for information and tools to help you and your clients navigate these challenging times.<\/p>\n

 <\/p>\n","protected":false},"excerpt":{"rendered":"

Get six tips from Intuit’s own Patti Newcomer about how you and your firm can work remotely.<\/p>\n","protected":false},"author":118975825,"featured_media":10662,"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],"tags":[646041810,646041754],"intuit_collection":[],"intuit_series":[],"coauthors":[560642411],"class_list":["post-19328","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-practice-management","tag-covid-19","tag-working-remotely"],"header_image":"","yoast_head":"\n6 tips for taking your firm remote - 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\/6-tips-for-taking-your-firm-remote\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"6 tips for taking your firm remote - Tax Pro Center | Intuit\" \/>\n<meta property=\"og:description\" content=\"Get six tips from Intuit's own Patti Newcomer about how you and your firm can work remotely.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/6-tips-for-taking-your-firm-remote\/\" \/>\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=\"2020-04-06T13:00:07+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2021-04-06T13:34:28+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2017\/10\/cloud-virtual-reality-e1535552599517.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"655\" \/>\n\t<meta property=\"og:image:height\" content=\"362\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Patti Newcomer\" \/>\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=\"Patti Newcomer\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 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\\\/6-tips-for-taking-your-firm-remote\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/practice-management\\\/6-tips-for-taking-your-firm-remote\\\/\"},\"author\":{\"name\":\"Patti Newcomer\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#\\\/schema\\\/person\\\/839fbe2dcaa840b0e1470e6c0be672a2\"},\"headline\":\"6 tips for taking your firm remote\",\"datePublished\":\"2020-04-06T13:00:07+00:00\",\"dateModified\":\"2021-04-06T13:34:28+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/practice-management\\\/6-tips-for-taking-your-firm-remote\\\/\"},\"wordCount\":628,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#organization\"},\"image\":{\"@id\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/practice-management\\\/6-tips-for-taking-your-firm-remote\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/wp-content\\\/uploads\\\/2017\\\/10\\\/cloud-virtual-reality-e1535552599517.jpg\",\"keywords\":[\"COVID-19\",\"Working Remotely\"],\"articleSection\":[\"Practice Management\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/practice-management\\\/6-tips-for-taking-your-firm-remote\\\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/practice-management\\\/6-tips-for-taking-your-firm-remote\\\/\",\"url\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/practice-management\\\/6-tips-for-taking-your-firm-remote\\\/\",\"name\":\"6 tips for taking your firm remote - Tax Pro Center | Intuit\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/practice-management\\\/6-tips-for-taking-your-firm-remote\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/practice-management\\\/6-tips-for-taking-your-firm-remote\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/wp-content\\\/uploads\\\/2017\\\/10\\\/cloud-virtual-reality-e1535552599517.jpg\",\"datePublished\":\"2020-04-06T13:00:07+00:00\",\"dateModified\":\"2021-04-06T13:34:28+00:00\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/practice-management\\\/6-tips-for-taking-your-firm-remote\\\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/practice-management\\\/6-tips-for-taking-your-firm-remote\\\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/practice-management\\\/6-tips-for-taking-your-firm-remote\\\/#primaryimage\",\"url\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/wp-content\\\/uploads\\\/2017\\\/10\\\/cloud-virtual-reality-e1535552599517.jpg\",\"contentUrl\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/wp-content\\\/uploads\\\/2017\\\/10\\\/cloud-virtual-reality-e1535552599517.jpg\",\"width\":655,\"height\":362,\"caption\":\"Businessman works with Virtual Cloud Computer\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/practice-management\\\/6-tips-for-taking-your-firm-remote\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"6 tips for taking your firm remote\"}]},{\"@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\\\/839fbe2dcaa840b0e1470e6c0be672a2\",\"name\":\"Patti Newcomer\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/519c4d6df176b7ab714c238983825cea903ce90ccb7e6009d6c2222a4d8fa42d?s=96&d=identicon&r=g\",\"url\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/519c4d6df176b7ab714c238983825cea903ce90ccb7e6009d6c2222a4d8fa42d?s=96&d=identicon&r=g\",\"contentUrl\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/519c4d6df176b7ab714c238983825cea903ce90ccb7e6009d6c2222a4d8fa42d?s=96&d=identicon&r=g\",\"caption\":\"Patti Newcomer\"},\"description\":\"Patti Newcomer is vice president of marketing and analytics at the Intuit\u00ae ProConnect\u2122 group, responsible for ProConnect Tax Online, Lacerte\u00ae, and ProSeries\u00ae. Her leadership and extensive experience in product development, marketing strategy and brand strategy guides Intuit\u2019s national efforts with tax professionals. Prior to leading Intuit ProConnect Marketing, Patti was chief marketing officer and senior vice president at WorldPay US, Inc.; vice president of marketing for Intuit Financial Services; senior vice president and marketing director of Card Business at Wachovia; and vice president of brand marketing at Capital One. She also served as a section head at Procter & Gamble for more than 10 years. Patti holds an MBA from the University of Cincinnati and a bachelor of science degree in chemical engineering from Worcester Polytechnic Institute. Connect with Patti on Twitter @pattijns.\",\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/author\\\/pattinewcomer\\\/\"}]}<\/script>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"6 tips for taking your firm remote - 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\/6-tips-for-taking-your-firm-remote\/","og_locale":"en_US","og_type":"article","og_title":"6 tips for taking your firm remote - Tax Pro Center | Intuit","og_description":"Get six tips from Intuit's own Patti Newcomer about how you and your firm can work remotely.","og_url":"https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/6-tips-for-taking-your-firm-remote\/","og_site_name":"Tax Pro Center | Intuit","article_publisher":"https:\/\/www.facebook.com\/IntuitAccountants","article_published_time":"2020-04-06T13:00:07+00:00","article_modified_time":"2021-04-06T13:34:28+00:00","og_image":[{"width":655,"height":362,"url":"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2017\/10\/cloud-virtual-reality-e1535552599517.jpg","type":"image\/jpeg"}],"author":"Patti Newcomer","twitter_card":"summary_large_image","twitter_creator":"@IntuitAccts","twitter_site":"@IntuitAccts","twitter_misc":{"Written by":"Patti Newcomer","Est. reading time":"3 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/6-tips-for-taking-your-firm-remote\/#article","isPartOf":{"@id":"https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/6-tips-for-taking-your-firm-remote\/"},"author":{"name":"Patti Newcomer","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#\/schema\/person\/839fbe2dcaa840b0e1470e6c0be672a2"},"headline":"6 tips for taking your firm remote","datePublished":"2020-04-06T13:00:07+00:00","dateModified":"2021-04-06T13:34:28+00:00","mainEntityOfPage":{"@id":"https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/6-tips-for-taking-your-firm-remote\/"},"wordCount":628,"commentCount":0,"publisher":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#organization"},"image":{"@id":"https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/6-tips-for-taking-your-firm-remote\/#primaryimage"},"thumbnailUrl":"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2017\/10\/cloud-virtual-reality-e1535552599517.jpg","keywords":["COVID-19","Working Remotely"],"articleSection":["Practice Management"],"inLanguage":"en-US","potentialAction":[{"@type":"CommentAction","name":"Comment","target":["https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/6-tips-for-taking-your-firm-remote\/#respond"]}]},{"@type":"WebPage","@id":"https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/6-tips-for-taking-your-firm-remote\/","url":"https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/6-tips-for-taking-your-firm-remote\/","name":"6 tips for taking your firm remote - Tax Pro Center | Intuit","isPartOf":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#website"},"primaryImageOfPage":{"@id":"https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/6-tips-for-taking-your-firm-remote\/#primaryimage"},"image":{"@id":"https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/6-tips-for-taking-your-firm-remote\/#primaryimage"},"thumbnailUrl":"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2017\/10\/cloud-virtual-reality-e1535552599517.jpg","datePublished":"2020-04-06T13:00:07+00:00","dateModified":"2021-04-06T13:34:28+00:00","breadcrumb":{"@id":"https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/6-tips-for-taking-your-firm-remote\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/6-tips-for-taking-your-firm-remote\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/6-tips-for-taking-your-firm-remote\/#primaryimage","url":"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2017\/10\/cloud-virtual-reality-e1535552599517.jpg","contentUrl":"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2017\/10\/cloud-virtual-reality-e1535552599517.jpg","width":655,"height":362,"caption":"Businessman works with Virtual Cloud Computer"},{"@type":"BreadcrumbList","@id":"https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/6-tips-for-taking-your-firm-remote\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/taxprocenter.proconnect.intuit.com\/"},{"@type":"ListItem","position":2,"name":"6 tips for taking your firm remote"}]},{"@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\/839fbe2dcaa840b0e1470e6c0be672a2","name":"Patti Newcomer","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/secure.gravatar.com\/avatar\/519c4d6df176b7ab714c238983825cea903ce90ccb7e6009d6c2222a4d8fa42d?s=96&d=identicon&r=g","url":"https:\/\/secure.gravatar.com\/avatar\/519c4d6df176b7ab714c238983825cea903ce90ccb7e6009d6c2222a4d8fa42d?s=96&d=identicon&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/519c4d6df176b7ab714c238983825cea903ce90ccb7e6009d6c2222a4d8fa42d?s=96&d=identicon&r=g","caption":"Patti Newcomer"},"description":"Patti Newcomer is vice president of marketing and analytics at the Intuit\u00ae ProConnect\u2122 group, responsible for ProConnect Tax Online, Lacerte\u00ae, and ProSeries\u00ae. Her leadership and extensive experience in product development, marketing strategy and brand strategy guides Intuit\u2019s national efforts with tax professionals. Prior to leading Intuit ProConnect Marketing, Patti was chief marketing officer and senior vice president at WorldPay US, Inc.; vice president of marketing for Intuit Financial Services; senior vice president and marketing director of Card Business at Wachovia; and vice president of brand marketing at Capital One. She also served as a section head at Procter & Gamble for more than 10 years. Patti holds an MBA from the University of Cincinnati and a bachelor of science degree in chemical engineering from Worcester Polytechnic Institute. Connect with Patti on Twitter @pattijns.","url":"https:\/\/accountants.intuit.com\/taxprocenter\/author\/pattinewcomer\/"}]}},"jetpack_publicize_connections":[],"jetpack_featured_media_url":"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2017\/10\/cloud-virtual-reality-e1535552599517.jpg","jetpack_shortlink":"https:\/\/wp.me\/pazjGh-51K","jetpack-related-posts":[{"id":22948,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/tips-for-finding-remote-employees-during-covid-19\/","url_meta":{"origin":19328,"position":0},"title":"3 tips for finding remote employees during COVID-19","author":"Josh Lance, CPA, CGMA","date":"May 19, 2021","format":false,"excerpt":"Finding and source talent is difficult in any environment, let alone during COVID-19 while we're working remotely. Get 3 best practice tips from Josh Lance, CPA, CGMA.","rel":"","context":"In "Practice Management"","block_context":{"text":"Practice Management","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/practice-management\/"},"img":{"alt_text":"Remote Employees","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2021\/04\/Remote-Employees.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2021\/04\/Remote-Employees.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2021\/04\/Remote-Employees.jpg?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2021\/04\/Remote-Employees.jpg?resize=700%2C400&ssl=1 2x"},"classes":[]},{"id":70829,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/the-remote-advantage-scaling-smarter\/","url_meta":{"origin":19328,"position":1},"title":"The remote advantage: Scaling smarter","author":"Scott Cytron","date":"December 22, 2025","format":false,"excerpt":"Work smarter, not harder ... get some fresh perspectives on how three tax pros get their jobs done anywhere, anytime, thanks to working remotely.","rel":"","context":"In "Practice Management"","block_context":{"text":"Practice Management","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/practice-management\/"},"img":{"alt_text":"Working Remotely","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2025\/12\/Screenshot-2025-12-12-at-10.36.12-AM.png?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2025\/12\/Screenshot-2025-12-12-at-10.36.12-AM.png?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2025\/12\/Screenshot-2025-12-12-at-10.36.12-AM.png?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2025\/12\/Screenshot-2025-12-12-at-10.36.12-AM.png?resize=700%2C400&ssl=1 2x"},"classes":[]},{"id":21648,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/changing-to-a-virtual-office\/","url_meta":{"origin":19328,"position":2},"title":"Changing to a virtual office","author":"Dean Aramburu","date":"December 21, 2020","format":false,"excerpt":"Working remotely is now the norm; get key tips from Dean Aramburu and Clayton Crouch on how your firm an go virtual.","rel":"","context":"In "Practice Management"","block_context":{"text":"Practice Management","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/practice-management\/"},"img":{"alt_text":"Virtual","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2020\/10\/Virtual.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2020\/10\/Virtual.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2020\/10\/Virtual.jpg?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2020\/10\/Virtual.jpg?resize=700%2C400&ssl=1 2x"},"classes":[]},{"id":24897,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/prepare-your-firm-for-the-reality-of-tax-season-2022-with-this-remote-readiness-roadmap\/","url_meta":{"origin":19328,"position":3},"title":"Prepare your firm for the reality of tax season 2022 with this Remote Readiness Roadmap","author":"Dania Buchanan","date":"January 27, 2022","format":false,"excerpt":"Working remotely isn't going away, so firms must learn to adapt for the long term. Check out these recommendations from Dania Buchanan and insights from Dawn Brolin, CPA, CFE.","rel":"","context":"In "Practice Management"","block_context":{"text":"Practice Management","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/practice-management\/"},"img":{"alt_text":"Working Remotely","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2022\/01\/Working-Remotely.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2022\/01\/Working-Remotely.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2022\/01\/Working-Remotely.jpg?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2022\/01\/Working-Remotely.jpg?resize=700%2C400&ssl=1 2x"},"classes":[]},{"id":19507,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/maintaining-a-team-feeling-while-working-remotely\/","url_meta":{"origin":19328,"position":4},"title":"Maintaining a “team” feeling while working remotely","author":"Josh Lance, CPA, CGMA","date":"April 15, 2020","format":false,"excerpt":"Josh Lance, CPA, CMGA, offers three practical tips on how to improve your team's efficiency while working remotely.","rel":"","context":"In "Practice Management"","block_context":{"text":"Practice Management","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/practice-management\/"},"img":{"alt_text":"working remotely in a tax practice","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2020\/04\/Working-Remotely.jpg?resize=350%2C200&ssl=1","width":350,"height":200},"classes":[]},{"id":62118,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/optimizing-your-firm-for-hybrid-and-remote-work\/","url_meta":{"origin":19328,"position":5},"title":"Optimizing your firm for hybrid and remote work","author":"Scott Cytron","date":"July 10, 2025","format":false,"excerpt":"Get timely advice to ensure your firm is set up properly for remote and hybrid work, and understand how to improve your firm's security.","rel":"","context":"In "Practice Management"","block_context":{"text":"Practice Management","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/practice-management\/"},"img":{"alt_text":"Optimizing your firm for hybrid and remote work","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2025\/07\/Optimizing-your-firm-for-hybrid-and-remote-work-copy.jpeg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2025\/07\/Optimizing-your-firm-for-hybrid-and-remote-work-copy.jpeg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2025\/07\/Optimizing-your-firm-for-hybrid-and-remote-work-copy.jpeg?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2025\/07\/Optimizing-your-firm-for-hybrid-and-remote-work-copy.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\/19328","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\/118975825"}],"replies":[{"embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/comments?post=19328"}],"version-history":[{"count":15,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/posts\/19328\/revisions"}],"predecessor-version":[{"id":19679,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/posts\/19328\/revisions\/19679"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/media\/10662"}],"wp:attachment":[{"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/media?parent=19328"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/categories?post=19328"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/tags?post=19328"},{"taxonomy":"intuit_collection","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/intuit_collection?post=19328"},{"taxonomy":"intuit_series","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/intuit_series?post=19328"},{"taxonomy":"author","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/coauthors?post=19328"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}