{"id":30657,"date":"2023-09-13T08:00:00","date_gmt":"2023-09-13T13:00:00","guid":{"rendered":"https:\/\/taxprocenter.proconnect.intuit.com\/?p=30657"},"modified":"2025-02-24T10:36:10","modified_gmt":"2025-02-24T16:36:10","slug":"intuit-proconnect-tax-helps-ase-simplify-and-save-time","status":"publish","type":"post","link":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/workflow-tools\/intuit-proconnect-tax-helps-ase-simplify-and-save-time\/","title":{"rendered":"Intuit\u00ae ProConnect\u2122 Tax helps ASE simplify and save time"},"content":{"rendered":"\n

When Al-Nesha Jones, CPA, MBA<\/a>, started her accounting and advisory firm in 2016, she was going to keep things simple.<\/p>\n\n\n

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\"Al-Nesha<\/figure>\n<\/div>\n\n\n

\u201cI initially said I wasn\u2019t going to do taxes, but as a CPA, that was a request I was getting pretty often.”<\/p>\n\n\n\n

That\u2019s when ASE Group<\/a> began using Intuit\u00ae ProConnect\u2122 Tax<\/a>, in addition to QuickBooks\u00ae Online<\/a>, to better serve entrepreneurs in the northeast (NJ, NY, CT, and PA). By 2018, she began to use Intuit Link<\/a> in ProConnect Tax to better streamline document collection for clients.<\/p>\n\n\n\n

\u201cPrior to Link, I was winging it. I allowed clients to bring me data however they chose to,\u201d said Al-Nesha, who is also a member of the Intuit Tax Council<\/a>.<\/p>\n\n\n\n

ASE Group\u2019s tax advisory services were a similarly complex operation, requiring copies of tax returns to offer advisory. However, with the recent addition of Intuit Tax Advisor<\/a>, Al-Nesha and her team can showcase their expertise, while presenting clients with beautiful, easy-to-understand tax plans.<\/p>\n\n\n\n

Al-Nesha has tapped Intuit\u2019s suite of tools for tax accountants to build out her firm\u2019s services\u2014 all while keeping the processes streamlined and simple.<\/p>\n\n\n\n

How Intuit\u2019s software simplifies client work<\/strong><\/p>\n\n\n\n

Starting with QuickBooks and building out her toolset within the Intuit ecosystem of products has helped Al-Nesha increase the breadth of work, hire employees, and simplify manual processes.<\/p>\n\n\n\n

\u201cThe software all works together,\u201d she said, giving an example of how a small business client\u2019s data moves through Intuit\u2019s ecosystem.<\/p>\n\n\n\n

\u201cData from QuickBooks Online<\/strong> can be imported to ProConnect Tax<\/strong>. I can prepare business tax returns in ProConnect <\/strong>and import the K-1s to the individual tax returns. I can securely collect organizers and documents from clients using Intuit Link<\/strong>, which is built into ProConnect. I can request an eSignature<\/strong><\/a> <\/strong>with knowledge-based authentication with just a few clicks. Then, I can use that tax data to create a tax plan right from within ProConnect using Intuit Tax Advisor<\/strong>.\u201d<\/p>\n\n\n\n

That streamlined process not only creates a tax return and tax plan for clients; it creates huge time savings for Al-Nesha and her team.<\/p>\n\n\n\n

How ProConnect Tax saves firms time on tax returns<\/strong><\/p>\n\n\n\n

Using ProConnect Tax and related tax products provide a big time savings for ASE Group. The products decrease manual work, reduce the number of touches for document collection, and keep information organized so it\u2019s easy to find.<\/p>\n\n\n\n

Here\u2019s how Al-Nesha estimates the time savings on tax returns, by product:<\/p>\n\n\n\n

Intuit Link<\/strong>:<\/p>\n\n\n\n

Time saved:<\/strong> 30 minutes per tax return.<\/p>\n\n\n\n

How it saves time:<\/strong> Document collection isn\u2019t a CPA-based chore; clients provide all their information in one place, where it\u2019s organized upon upload.<\/p>\n\n\n\n

ProConnect Tax<\/strong>:<\/p>\n\n\n\n

Time saved: <\/strong>30 minutes per tax return.<\/p>\n\n\n\n

How it save time:<\/strong><\/p>\n\n\n\n