{"id":5048,"date":"2016-12-14T08:00:09","date_gmt":"2016-12-14T14:00:09","guid":{"rendered":"http:\/\/taxprocenter.proconnect.intuit.com\/?p=5048"},"modified":"2019-03-06T08:02:50","modified_gmt":"2019-03-06T14:02:50","slug":"6-productivity-tools-for-accountants-and-tax-professionals","status":"publish","type":"post","link":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/6-productivity-tools-for-accountants-and-tax-professionals\/","title":{"rendered":"5 Productivity Tools for Accountants and Tax Professionals"},"content":{"rendered":"

When Intuit\u00ae asked for some productivity tools for accountants and tax professionals, I raised my hand, jumped up and down, and said, \u201cPick me, pick me, please pick me.\u201d You see, productivity tools are my jam; when I\u2019m not busy doing the books for my clients, I\u2019m testing new apps that can help me, my clients or other QuickBooks ProAdvisors\u00ae improve their practices.<\/p>\n

Here are my absolute favorite productivity tools in the WORLD, at least today:<\/p>\n

    \n
  1. QuickBooks<\/a>\u00ae. <\/strong>When it was first introduced, we called it QuickBooks Online. It\u2019s become such a prevalent force in the industry that Intuit has asked us to drop the word \u201cOnline,\u201d <\/strong>and just call it QuickBooks. I was an early adopter because I knew what the power of moving online would do for ME, personally. No longer would I spend my entire day driving from client to client to reconcile the books. Now, I could do it from the comfort of my home office in my jammies. If you haven\u2019t made the shift to QuickBooks, why not? Check out my recent article<\/a> on how to know if QuickBooks Online is the best choice for you.<\/li>\n<\/ol>\n

    \"qboa-client-switcher\"
    \nThis is me shaving SECONDS out of my day by using the QBOA Client Switcher.<\/p>\n

      \n
    1. Boomerang for Gmail<\/a>. <\/strong>One of my biggest priorities in life, aside from raising my kids, is #InBoxZero. Using Boomerang for Gmail, I can add read receipts to my emails, a must when sending important client information, such as \u201cYour sales tax payment is LATE AGAIN.\u201d It\u2019s also nice to schedule when emails send, if you want clients to think you\u2019re working hard for them at 2 a.m. on a Wednesday. I can also \u201cboomerang\u201d emails to come back to my inbox if I don\u2019t get a response so I know to follow up. If you want to learn more on how I use Boomerang for Gmail to run my practice, check out this short webinar<\/a> I did.<\/li>\n<\/ol>\n

      \"google-stacy\"
      \nThis image is me telling Boomerang to bring this email back to me in one hour, but only if no one replies.<\/p>\n

        \n
      1. Another way I keep to #InboxZero is by moving all of our internal practice communications to Slack<\/a>. Slack is the single source of information for my business partner, Shannon, and me. We use Slack instead of emails to keep track of client work, send files back and forth, and ask questions. Slack allows us to organize team conversations by channels; channels can be a client, a team or anything else we need to keep track of. We can upload files, pin messages to a channel, search the entire archive for whatever we need and even use it for project management. I can also set up channel integrations with Twitter and Google Calendar, and have Slack remind me to do things. Let me tell you, Slack keeps us organized and on task, and has reduced our email use by almost 80 percent over the last year.<\/li>\n<\/ol>\n

        \"slack\"
        \nThis image is showing an integration with Google Calendar, a post that includes a checklist, and an integration with         Workflow<\/a> that posts the last pic from my phone to this slack channel.<\/p>\n

          \n
        1. Boomerang Calendar<\/a>. How many emails does it take you to schedule a meeting? It only takes one for me because I use Boomerang Calendar. I was able to cancel the paid subscription to an online scheduling tool and save my practice $600 a year. Boomerang Calendar allows me to share my availability, schedule group meetings and update availability in one quick click. Check out this webinar<\/a> to learn more.<\/li>\n<\/ol>\n

          \"boomerang-calendar\"
          \nThis image is me trying to schedule a meeting; the blue shows the days\/times I\u2019m suggesting.<\/p>\n

            \n
          1. Zapier<\/a>. If you have some apps that don\u2019t talk to each other, but you need them to do just that, check out the magic of Zapier. Zapier allows you to set up zaps that are triggered by one app to do something in another. A quick example is how we schedule our StacyKAcademy.com webinars<\/a>. Attendees sign up with EventBrite, and then I have a Zap that creates a registrant in our webinar application, Zoom, and a Sales Receipt in QuickBooks. It works with a zillion different apps \u2013 well, more than 500, including Expensify, Google Calendar, MailChimp, PayPal, Excel and Intuit QuickBase.<\/li>\n<\/ol>\n

            \"zapier\"
            \nThis is the zap that creates a Zoom webinar registrant, and a Sales Receipt is created after someone registers via EventBrite.<\/p>\n

            One final word about apps: there are a lot of apps out there, but more is not necessarily better. Adding too many apps can bog you down and make your practice more complex than it needs to be. You can always check out Appasaurus Rex<\/a> to view one of our reviews, or check out the ones on Apps.com<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"

            When Intuit\u00ae asked for some productivity tools for accountants and tax professionals, I raised my hand, jumped up and down, and said, \u201cPick me, pick me, please pick me.\u201d You see, productivity tools are my jam; when I\u2019m not busy doing the books for my clients, I\u2019m testing new apps that can help me, my<\/p>\n","protected":false},"author":107164775,"featured_media":6437,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"video","meta":{"rkv_reviewed_by_select":[],"rkv_browse_by_id":0,"rkv_cta_id":0,"rkv_optimize_for_pagespeed":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":"","customModifiedDate":"","_jetpack_feature_clip_id":0,"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"{title}\n\n{excerpt}\n\n{url}","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,"jetpack_post_was_ever_published":false},"categories":[116807,45875901],"tags":[13179],"intuit_collection":[],"intuit_series":[],"coauthors":[509474162],"class_list":["post-5048","post","type-post","status-publish","format-video","has-post-thumbnail","hentry","category-practice-management","category-workflow-tools","tag-quickbooks","post_format-post-format-video"],"header_image":"","yoast_head":"\n5 Productivity Tools for Accountants and Tax Professionals - 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-productivity-tools-for-accountants-and-tax-professionals\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"5 Productivity Tools for Accountants and Tax Professionals - Tax Pro Center | Intuit\" \/>\n<meta property=\"og:description\" content=\"When Intuit\u00ae asked for some productivity tools for accountants and tax professionals, I raised my hand, jumped up and down, and said, \u201cPick me, pick me, please pick me.\u201d You see, productivity tools are my jam; when I\u2019m not busy doing the books for my clients, I\u2019m testing new apps that can help me, my\" \/>\n<meta property=\"og:url\" content=\"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/6-productivity-tools-for-accountants-and-tax-professionals\/\" \/>\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=\"2016-12-14T14:00:09+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2019-03-06T14:02:50+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2017\/01\/uber.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"525\" \/>\n\t<meta property=\"og:image:height\" content=\"350\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Stacy Kildal\" \/>\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=\"Stacy Kildal\" \/>\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\\\/6-productivity-tools-for-accountants-and-tax-professionals\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/6-productivity-tools-for-accountants-and-tax-professionals\\\/\"},\"author\":{\"name\":\"Stacy Kildal\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#\\\/schema\\\/person\\\/6be9562ea8aa0e6e0f0b9276332ffe84\"},\"headline\":\"5 Productivity Tools for Accountants and Tax Professionals\",\"datePublished\":\"2016-12-14T14:00:09+00:00\",\"dateModified\":\"2019-03-06T14:02:50+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/6-productivity-tools-for-accountants-and-tax-professionals\\\/\"},\"wordCount\":802,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#organization\"},\"image\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/6-productivity-tools-for-accountants-and-tax-professionals\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/wp-content\\\/uploads\\\/2017\\\/01\\\/uber.jpg\",\"keywords\":[\"quickbooks\"],\"articleSection\":[\"Practice Management\",\"Workflow tools\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/6-productivity-tools-for-accountants-and-tax-professionals\\\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/6-productivity-tools-for-accountants-and-tax-professionals\\\/\",\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/6-productivity-tools-for-accountants-and-tax-professionals\\\/\",\"name\":\"5 Productivity Tools for Accountants and Tax Professionals - Tax Pro Center | Intuit\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/6-productivity-tools-for-accountants-and-tax-professionals\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/6-productivity-tools-for-accountants-and-tax-professionals\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/wp-content\\\/uploads\\\/2017\\\/01\\\/uber.jpg\",\"datePublished\":\"2016-12-14T14:00:09+00:00\",\"dateModified\":\"2019-03-06T14:02:50+00:00\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/6-productivity-tools-for-accountants-and-tax-professionals\\\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/6-productivity-tools-for-accountants-and-tax-professionals\\\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/6-productivity-tools-for-accountants-and-tax-professionals\\\/#primaryimage\",\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/wp-content\\\/uploads\\\/2017\\\/01\\\/uber.jpg\",\"contentUrl\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/wp-content\\\/uploads\\\/2017\\\/01\\\/uber.jpg\",\"width\":525,\"height\":350},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/6-productivity-tools-for-accountants-and-tax-professionals\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"5 Productivity Tools for Accountants and Tax Professionals\"}]},{\"@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\\\/6be9562ea8aa0e6e0f0b9276332ffe84\",\"name\":\"Stacy Kildal\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/avatar\\\/27964b5dac413f1ec85b0875de6f2ec25350ba010d247d6d9ab2e8434b58f8c1?s=96&d=identicon&r=g\",\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/avatar\\\/27964b5dac413f1ec85b0875de6f2ec25350ba010d247d6d9ab2e8434b58f8c1?s=96&d=identicon&r=g\",\"contentUrl\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/avatar\\\/27964b5dac413f1ec85b0875de6f2ec25350ba010d247d6d9ab2e8434b58f8c1?s=96&d=identicon&r=g\",\"caption\":\"Stacy Kildal\"},\"description\":\"Stacy Kildal, aka StacyK, has run her own bookkeeping business, Kildal Services LLC, since 2005. Stacy is part of the Intuit Trainer Writer Network and has won numerous awards in the accounting industry. In 2015, her blog was named as one of 15 Essential Sites for Accountants. She launched the StacyK Academy in July 2015 to help accountants and bookkeepers better market and run their practices through proven tools and processes.\",\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/author\\\/taxpro32\\\/\"}]}<\/script>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"5 Productivity Tools for Accountants and Tax Professionals - 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-productivity-tools-for-accountants-and-tax-professionals\/","og_locale":"en_US","og_type":"article","og_title":"5 Productivity Tools for Accountants and Tax Professionals - Tax Pro Center | Intuit","og_description":"When Intuit\u00ae asked for some productivity tools for accountants and tax professionals, I raised my hand, jumped up and down, and said, \u201cPick me, pick me, please pick me.\u201d You see, productivity tools are my jam; when I\u2019m not busy doing the books for my clients, I\u2019m testing new apps that can help me, my","og_url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/6-productivity-tools-for-accountants-and-tax-professionals\/","og_site_name":"Tax Pro Center | Intuit","article_publisher":"https:\/\/www.facebook.com\/IntuitAccountants","article_published_time":"2016-12-14T14:00:09+00:00","article_modified_time":"2019-03-06T14:02:50+00:00","og_image":[{"width":525,"height":350,"url":"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2017\/01\/uber.jpg","type":"image\/jpeg"}],"author":"Stacy Kildal","twitter_card":"summary_large_image","twitter_creator":"@IntuitAccts","twitter_site":"@IntuitAccts","twitter_misc":{"Written by":"Stacy Kildal","Est. reading time":"4 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/6-productivity-tools-for-accountants-and-tax-professionals\/#article","isPartOf":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/6-productivity-tools-for-accountants-and-tax-professionals\/"},"author":{"name":"Stacy Kildal","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#\/schema\/person\/6be9562ea8aa0e6e0f0b9276332ffe84"},"headline":"5 Productivity Tools for Accountants and Tax Professionals","datePublished":"2016-12-14T14:00:09+00:00","dateModified":"2019-03-06T14:02:50+00:00","mainEntityOfPage":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/6-productivity-tools-for-accountants-and-tax-professionals\/"},"wordCount":802,"commentCount":0,"publisher":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#organization"},"image":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/6-productivity-tools-for-accountants-and-tax-professionals\/#primaryimage"},"thumbnailUrl":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-content\/uploads\/2017\/01\/uber.jpg","keywords":["quickbooks"],"articleSection":["Practice Management","Workflow tools"],"inLanguage":"en-US","potentialAction":[{"@type":"CommentAction","name":"Comment","target":["https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/6-productivity-tools-for-accountants-and-tax-professionals\/#respond"]}]},{"@type":"WebPage","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/6-productivity-tools-for-accountants-and-tax-professionals\/","url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/6-productivity-tools-for-accountants-and-tax-professionals\/","name":"5 Productivity Tools for Accountants and Tax Professionals - Tax Pro Center | Intuit","isPartOf":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#website"},"primaryImageOfPage":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/6-productivity-tools-for-accountants-and-tax-professionals\/#primaryimage"},"image":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/6-productivity-tools-for-accountants-and-tax-professionals\/#primaryimage"},"thumbnailUrl":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-content\/uploads\/2017\/01\/uber.jpg","datePublished":"2016-12-14T14:00:09+00:00","dateModified":"2019-03-06T14:02:50+00:00","breadcrumb":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/6-productivity-tools-for-accountants-and-tax-professionals\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/6-productivity-tools-for-accountants-and-tax-professionals\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/6-productivity-tools-for-accountants-and-tax-professionals\/#primaryimage","url":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-content\/uploads\/2017\/01\/uber.jpg","contentUrl":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-content\/uploads\/2017\/01\/uber.jpg","width":525,"height":350},{"@type":"BreadcrumbList","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/6-productivity-tools-for-accountants-and-tax-professionals\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/accountants.intuit.com\/taxprocenter\/"},{"@type":"ListItem","position":2,"name":"5 Productivity Tools for Accountants and Tax Professionals"}]},{"@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\/6be9562ea8aa0e6e0f0b9276332ffe84","name":"Stacy Kildal","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/avatar\/27964b5dac413f1ec85b0875de6f2ec25350ba010d247d6d9ab2e8434b58f8c1?s=96&d=identicon&r=g","url":"https:\/\/accountants.intuit.com\/taxprocenter\/avatar\/27964b5dac413f1ec85b0875de6f2ec25350ba010d247d6d9ab2e8434b58f8c1?s=96&d=identicon&r=g","contentUrl":"https:\/\/accountants.intuit.com\/taxprocenter\/avatar\/27964b5dac413f1ec85b0875de6f2ec25350ba010d247d6d9ab2e8434b58f8c1?s=96&d=identicon&r=g","caption":"Stacy Kildal"},"description":"Stacy Kildal, aka StacyK, has run her own bookkeeping business, Kildal Services LLC, since 2005. Stacy is part of the Intuit Trainer Writer Network and has won numerous awards in the accounting industry. In 2015, her blog was named as one of 15 Essential Sites for Accountants. She launched the StacyK Academy in July 2015 to help accountants and bookkeepers better market and run their practices through proven tools and processes.","url":"https:\/\/accountants.intuit.com\/taxprocenter\/author\/taxpro32\/"}]}},"jetpack_publicize_connections":[],"jetpack_shortlink":"https:\/\/wp.me\/pazjGh-1jq","jetpack-related-posts":[{"id":4606,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/proconnect\/intuit-proconnect-tax-online-integrates-with-quickbooks-online-accountant\/","url_meta":{"origin":5048,"position":0},"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":11958,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/tax-pros-for-reel-what-do-you-think-about-practice-management-in-qboa\/","url_meta":{"origin":5048,"position":1},"title":"Tax Pros for Reel: What Do you Think About the Practice Management Tool in QBOA?","author":"Tara Stratton","date":"August 7, 2018","format":"video","excerpt":"Intuit ProConnect tax professionals and QuickBooks accountants share their thoughts on the Practice Management Tool within QuickBooks Online Accountant.","rel":"","context":"In "Practice Management"","block_context":{"text":"Practice Management","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/practice-management\/"},"img":{"alt_text":"Practice Management in QBOA","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2018\/02\/qboa-pm-e1535553968256.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2018\/02\/qboa-pm-e1535553968256.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2018\/02\/qboa-pm-e1535553968256.jpg?resize=525%2C300&ssl=1 1.5x"},"classes":[]},{"id":56044,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/workflow-tools\/guides-to-moving-your-clients-to-quickbooks-online\/","url_meta":{"origin":5048,"position":2},"title":"3 guides to moving your clients to QuickBooks\u00ae Online","author":"Amanda Thompson","date":"October 2, 2024","format":false,"excerpt":"If you or your clients use QuickBooks Desktop, we encourage you to read more about the many reasons to migrate to QuickBooks Online.","rel":"","context":"In "Practice Management"","block_context":{"text":"Practice Management","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/practice-management\/"},"img":{"alt_text":"3 guides to moving your clients to QuickBooks Online","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2024\/10\/3-guides-to-moving-your-clients-to-QuickBooks-Online-copy.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2024\/10\/3-guides-to-moving-your-clients-to-QuickBooks-Online-copy.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2024\/10\/3-guides-to-moving-your-clients-to-QuickBooks-Online-copy.jpg?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2024\/10\/3-guides-to-moving-your-clients-to-QuickBooks-Online-copy.jpg?resize=700%2C400&ssl=1 2x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2024\/10\/3-guides-to-moving-your-clients-to-QuickBooks-Online-copy.jpg?resize=1050%2C600&ssl=1 3x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2024\/10\/3-guides-to-moving-your-clients-to-QuickBooks-Online-copy.jpg?resize=1400%2C800&ssl=1 4x"},"classes":[]},{"id":11946,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/proconnect\/tax-pros-for-reel-what-does-it-mean-to-you-to-be-a-part-of-the-quickbooks-community\/","url_meta":{"origin":5048,"position":3},"title":"Tax Pros for Reel: What Does it Mean to You to Be a Part of the QuickBooks\u00ae Community?","author":"Tara Stratton","date":"June 5, 2018","format":"video","excerpt":"Intuit ProConnect tax professionals and QuickBooks Accountants tell us why it's important for them to be a part of the QuickBooks community.","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":"QuickBooks community","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2018\/02\/qbcommunity-e1535553959557.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2018\/02\/qbcommunity-e1535553959557.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2018\/02\/qbcommunity-e1535553959557.jpg?resize=525%2C300&ssl=1 1.5x"},"classes":[]},{"id":54166,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/software-gets-top-honors-in-readers-choice-awards\/","url_meta":{"origin":5048,"position":4},"title":"Software gets top honors in Readers Choice Awards","author":"Intuit Accountants Team","date":"May 30, 2024","format":false,"excerpt":"Get a list of Intuit Accountants' award winners in the CPA Practice Advisor's Readers Choice awards.","rel":"","context":"In "Practice Management"","block_context":{"text":"Practice Management","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/practice-management\/"},"img":{"alt_text":"Software gets top honors in Readers Choice Awards","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2024\/05\/Software-gets-top-honors-in-Readers-Choice-Awards.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2024\/05\/Software-gets-top-honors-in-Readers-Choice-Awards.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2024\/05\/Software-gets-top-honors-in-Readers-Choice-Awards.jpg?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2024\/05\/Software-gets-top-honors-in-Readers-Choice-Awards.jpg?resize=700%2C400&ssl=1 2x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2024\/05\/Software-gets-top-honors-in-Readers-Choice-Awards.jpg?resize=1050%2C600&ssl=1 3x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2024\/05\/Software-gets-top-honors-in-Readers-Choice-Awards.jpg?resize=1400%2C800&ssl=1 4x"},"classes":[]},{"id":6776,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/proconnect\/quickbooks-online-accountant-integrates-with-proconnect-tax-online\/","url_meta":{"origin":5048,"position":5},"title":"QuickBooks\u00ae Online Accountant Integrates With ProConnect\u2122 Tax Online","author":"Farhad Rizvi","date":"February 14, 2017","format":"video","excerpt":"\u00a0 Check out this video to learn how Intuit\u00ae is making QuickBooks\u00ae Online Accountant (QBOA) the one place where you can manage\u00a0all\u00a0of your accounts, including tax clients. \u00a0 This one place for books and tax will provide a seamless, end-to-end experience that translates a client\u2019s QuickBooks Online (QBO) books into\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":"QBOA and PTO integration","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2017\/02\/qboa-pto-integration-e1508458388172.png?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2017\/02\/qboa-pto-integration-e1508458388172.png?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2017\/02\/qboa-pto-integration-e1508458388172.png?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2017\/02\/qboa-pto-integration-e1508458388172.png?resize=700%2C400&ssl=1 2x"},"classes":[]}],"jetpack_sharing_enabled":true,"jetpack_featured_media_url":"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2017\/01\/uber.jpg","_links":{"self":[{"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/posts\/5048","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\/107164775"}],"replies":[{"embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/comments?post=5048"}],"version-history":[{"count":29,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/posts\/5048\/revisions"}],"predecessor-version":[{"id":15558,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/posts\/5048\/revisions\/15558"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/media\/6437"}],"wp:attachment":[{"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/media?parent=5048"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/categories?post=5048"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/tags?post=5048"},{"taxonomy":"intuit_collection","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/intuit_collection?post=5048"},{"taxonomy":"intuit_series","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/intuit_series?post=5048"},{"taxonomy":"author","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/coauthors?post=5048"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}