{"id":69369,"date":"2025-11-19T08:00:00","date_gmt":"2025-11-19T14:00:00","guid":{"rendered":"https:\/\/taxprocenter.proconnect.intuit.com\/?p=69369"},"modified":"2025-11-17T12:54:55","modified_gmt":"2025-11-17T18:54:55","slug":"downsizing-your-client-base-a-9-step-transition-checklist","status":"publish","type":"post","link":"https:\/\/accountants.intuit.com\/taxprocenter\/client-relationships\/downsizing-your-client-base-a-9-step-transition-checklist\/","title":{"rendered":"Downsizing your client base: A 9-step transition checklist"},"content":{"rendered":"\n<p>If you\u2019re making space for retirement, stepping back, or downsizing, this handy checklist will help you set milestones, track your progress, and keep your long-term objectives top of mind. This checklist is also useful for those considering <a href=\"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/succession-planning-is-non-negotiable\/\">succession planning<\/a>; you\u2019ll want to include a meaningful client offboarding strategy within that plan.<\/p>\n\n\n\n<p>Protect the reputation you&#8217;ve worked so hard to build by following these steps:<\/p>\n\n\n\n<p><strong>\u2714 Step 1:<\/strong> Decide where you\u2019d like to transition your clients, whether selling your business, your book of business, or transitioning part or all of your client base.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Another local firm<\/li>\n\n\n\n<li>Another firm, non-local<\/li>\n\n\n\n<li>Family member or friend<\/li>\n\n\n\n<li><a href=\"https:\/\/accountants.intuit.com\/transition-tax-clients\/?s_cid=IBN_LC_ACQ_BOBACHECKLISTARTICLE112025\">Intuit tax experts<\/a>&nbsp;<\/li>\n<\/ul>\n\n\n\n<p><strong>\u2714 Step 2: <\/strong>Determine what your ideal client is at this time; if you\u2019re retiring, you can skip this step and step 3.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Use an ideal client matrix to determine who is most ideal for your firm; <a href=\"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2025\/11\/Client-Profitability-Matrix.pdf\">download it for free<\/a>.<\/li>\n\n\n\n<li>Read \u201c<a href=\"https:\/\/accountants.intuit.com\/taxprocenter\/client-relationships\/how-to-identify-the-relationships-draining-your-firm\/\">How to identify the relationships draining your firm<\/a>.\u201d<\/li>\n<\/ul>\n\n\n\n<p><strong>\u2714 Step 3: <\/strong>Determine the group of clients that are not a good fit for your goals: What group of clients do not fit within your vision, according to the ideal client matrix activity above?<\/p>\n\n\n\n<p><strong>\u2714 Step 4: <\/strong>Notify the clients you plan to transition.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Contact all of the clients you plan to offboard by email, phone, text, and\/or in-person. Ensure that they have received this notification via the method they prefer.<\/li>\n\n\n\n<li>Use this <a href=\"https:\/\/digitalasset.intuit.com\/render\/content\/dam\/intuit\/pcg-ipd\/en_us\/client-referral-program\/downloads\/TransitionEmailTemplate.pdf\">free template<\/a>&nbsp;if you need a starting point<\/li>\n<\/ul>\n\n\n\n<p><strong>\u2714 Step 5: <\/strong>Obtain consent from the clients you plan to offboard. Obtain consent to share their name and contact information with their new tax firm or tax expert.<\/p>\n\n\n\n<p><strong>\u2714 Step 6: <\/strong>Set a deadline: Set a firm deadline for when you will no longer offer services to these clients.<\/p>\n\n\n\n<p><strong>\u2714 Step 7: <\/strong>Share or upload your clients\u2019 names and contact information with the new tax firm or expert.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Work with the transitioning tax expert to determine the best method for them to receive your client information.<\/li>\n\n\n\n<li>If you are participating in the <a href=\"http:\/\/If you\u2019re making space for retirement, stepping back, or downsizing, this handy checklist will help you set milestones, track your progress, and keep your long-term objectives top of mind.\" target=\"_blank\">Intuit program<\/a>, upload your client information using a secure portal.<\/li>\n<\/ul>\n\n\n\n<p><strong>\u2714 Step 8: <\/strong>Facilitate an introduction between your clients and their new tax expert.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Depending on each of your clients\u2019 needs, consider meeting in person, virtually, writing letters, or emailing the new expert and the tax client.<\/li>\n\n\n\n<li>If you are sending your clients to Intuit tax experts, your clients will be matched with the most qualified and suitable expert based on each client\u2019s needs.<\/li>\n<\/ul>\n\n\n\n<p><strong>\u2714 Step 9: <\/strong>Get paid for your efforts: Intuit provides payment to tax pros looking to transition 100+ clients. Learn more about the <a href=\"https:\/\/accountants.intuit.com\/transition-tax-clients\/?s_cid=IBN_LC_ACQ_BOBACHECKLISTARTICLE112025\">client transition program<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>If you\u2019re making space for retirement, stepping back, or downsizing, this handy checklist will help you set milestones, track your progress, and keep your long-term objectives top of mind.<\/p>\n","protected":false},"author":104275893,"featured_media":69371,"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":[561584],"tags":[646041979],"intuit_collection":[],"intuit_series":[],"coauthors":[509474241],"class_list":["post-69369","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-client-relationships","tag-intuit-client-referral-program"],"header_image":"","yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.1.1 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Downsizing your client base: A 9-step transition checklist - Tax Pro Center | Intuit<\/title>\n<meta name=\"description\" content=\"If you\u2019re making space for retirement, stepping back, or downsizing, this checklist will help you set milestones and track your progress.\" \/>\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\/client-relationships\/downsizing-your-client-base-a-9-step-transition-checklist\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Downsizing your client base: A 9-step transition checklist - Tax Pro Center | Intuit\" \/>\n<meta property=\"og:description\" content=\"If you\u2019re making space for retirement, stepping back, or downsizing, this checklist will help you set milestones and track your progress.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/accountants.intuit.com\/taxprocenter\/client-relationships\/downsizing-your-client-base-a-9-step-transition-checklist\/\" \/>\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=\"2025-11-19T14:00:00+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2025\/11\/TaxPro_header_-ProChecklist_2x.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1440\" \/>\n\t<meta property=\"og:image:height\" content=\"601\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Intuit Accountants Team\" \/>\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=\"Intuit Accountants Team\" \/>\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:\/\/accountants.intuit.com\/taxprocenter\/client-relationships\/downsizing-your-client-base-a-9-step-transition-checklist\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/accountants.intuit.com\/taxprocenter\/client-relationships\/downsizing-your-client-base-a-9-step-transition-checklist\/\"},\"author\":{\"name\":\"Intuit Accountants Team\",\"@id\":\"https:\/\/accountants.intuit.com\/taxprocenter\/#\/schema\/person\/d54bd3a9810fd7c290b5655f9c6b6fd6\"},\"headline\":\"Downsizing your client base: A 9-step transition checklist\",\"datePublished\":\"2025-11-19T14:00:00+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/accountants.intuit.com\/taxprocenter\/client-relationships\/downsizing-your-client-base-a-9-step-transition-checklist\/\"},\"wordCount\":427,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\/\/accountants.intuit.com\/taxprocenter\/#organization\"},\"image\":{\"@id\":\"https:\/\/accountants.intuit.com\/taxprocenter\/client-relationships\/downsizing-your-client-base-a-9-step-transition-checklist\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2025\/11\/TaxPro_header_-ProChecklist_2x.png\",\"keywords\":[\"Intuit Client Referral Program\"],\"articleSection\":[\"Client Relationships\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\/\/accountants.intuit.com\/taxprocenter\/client-relationships\/downsizing-your-client-base-a-9-step-transition-checklist\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/accountants.intuit.com\/taxprocenter\/client-relationships\/downsizing-your-client-base-a-9-step-transition-checklist\/\",\"url\":\"https:\/\/accountants.intuit.com\/taxprocenter\/client-relationships\/downsizing-your-client-base-a-9-step-transition-checklist\/\",\"name\":\"Downsizing your client base: A 9-step transition checklist - Tax Pro Center | Intuit\",\"isPartOf\":{\"@id\":\"https:\/\/accountants.intuit.com\/taxprocenter\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/accountants.intuit.com\/taxprocenter\/client-relationships\/downsizing-your-client-base-a-9-step-transition-checklist\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/accountants.intuit.com\/taxprocenter\/client-relationships\/downsizing-your-client-base-a-9-step-transition-checklist\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2025\/11\/TaxPro_header_-ProChecklist_2x.png\",\"datePublished\":\"2025-11-19T14:00:00+00:00\",\"description\":\"If you\u2019re making space for retirement, stepping back, or downsizing, this checklist will help you set milestones and track your progress.\",\"breadcrumb\":{\"@id\":\"https:\/\/accountants.intuit.com\/taxprocenter\/client-relationships\/downsizing-your-client-base-a-9-step-transition-checklist\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/accountants.intuit.com\/taxprocenter\/client-relationships\/downsizing-your-client-base-a-9-step-transition-checklist\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/accountants.intuit.com\/taxprocenter\/client-relationships\/downsizing-your-client-base-a-9-step-transition-checklist\/#primaryimage\",\"url\":\"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2025\/11\/TaxPro_header_-ProChecklist_2x.png\",\"contentUrl\":\"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2025\/11\/TaxPro_header_-ProChecklist_2x.png\",\"width\":1440,\"height\":601,\"caption\":\"Downsizing your client base: A 9-step transition checklist\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/accountants.intuit.com\/taxprocenter\/client-relationships\/downsizing-your-client-base-a-9-step-transition-checklist\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/taxprocenter.proconnect.intuit.com\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Downsizing your client base: A 9-step transition checklist\"}]},{\"@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\/d54bd3a9810fd7c290b5655f9c6b6fd6\",\"name\":\"Intuit Accountants Team\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/accountants.intuit.com\/taxprocenter\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/42accbd81149ba2287c95109f2916a5bb4893637c7490abfd483d71031a287cc?s=96&d=identicon&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/42accbd81149ba2287c95109f2916a5bb4893637c7490abfd483d71031a287cc?s=96&d=identicon&r=g\",\"caption\":\"Intuit Accountants Team\"},\"description\":\"The Intuit\u00ae Accountants team provides ProConnect\u2122 Tax, Lacerte\u00ae Tax, ProSeries\u00ae Tax, and add-on software and services to enable workflow for its customers. Visit us online or follow us on X, Instagram, Facebook, and LinkedIn.\",\"sameAs\":[\"https:\/\/accountants.intuit.com\/\"],\"url\":\"https:\/\/accountants.intuit.com\/taxprocenter\/author\/intuitproconnect\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Downsizing your client base: A 9-step transition checklist - Tax Pro Center | Intuit","description":"If you\u2019re making space for retirement, stepping back, or downsizing, this checklist will help you set milestones and track your progress.","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\/client-relationships\/downsizing-your-client-base-a-9-step-transition-checklist\/","og_locale":"en_US","og_type":"article","og_title":"Downsizing your client base: A 9-step transition checklist - Tax Pro Center | Intuit","og_description":"If you\u2019re making space for retirement, stepping back, or downsizing, this checklist will help you set milestones and track your progress.","og_url":"https:\/\/accountants.intuit.com\/taxprocenter\/client-relationships\/downsizing-your-client-base-a-9-step-transition-checklist\/","og_site_name":"Tax Pro Center | Intuit","article_publisher":"https:\/\/www.facebook.com\/IntuitAccountants","article_published_time":"2025-11-19T14:00:00+00:00","og_image":[{"width":1440,"height":601,"url":"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2025\/11\/TaxPro_header_-ProChecklist_2x.png","type":"image\/png"}],"author":"Intuit Accountants Team","twitter_card":"summary_large_image","twitter_creator":"@IntuitAccts","twitter_site":"@IntuitAccts","twitter_misc":{"Written by":"Intuit Accountants Team","Est. reading time":"3 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/client-relationships\/downsizing-your-client-base-a-9-step-transition-checklist\/#article","isPartOf":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/client-relationships\/downsizing-your-client-base-a-9-step-transition-checklist\/"},"author":{"name":"Intuit Accountants Team","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#\/schema\/person\/d54bd3a9810fd7c290b5655f9c6b6fd6"},"headline":"Downsizing your client base: A 9-step transition checklist","datePublished":"2025-11-19T14:00:00+00:00","mainEntityOfPage":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/client-relationships\/downsizing-your-client-base-a-9-step-transition-checklist\/"},"wordCount":427,"commentCount":0,"publisher":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#organization"},"image":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/client-relationships\/downsizing-your-client-base-a-9-step-transition-checklist\/#primaryimage"},"thumbnailUrl":"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2025\/11\/TaxPro_header_-ProChecklist_2x.png","keywords":["Intuit Client Referral Program"],"articleSection":["Client Relationships"],"inLanguage":"en-US","potentialAction":[{"@type":"CommentAction","name":"Comment","target":["https:\/\/accountants.intuit.com\/taxprocenter\/client-relationships\/downsizing-your-client-base-a-9-step-transition-checklist\/#respond"]}]},{"@type":"WebPage","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/client-relationships\/downsizing-your-client-base-a-9-step-transition-checklist\/","url":"https:\/\/accountants.intuit.com\/taxprocenter\/client-relationships\/downsizing-your-client-base-a-9-step-transition-checklist\/","name":"Downsizing your client base: A 9-step transition checklist - Tax Pro Center | Intuit","isPartOf":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#website"},"primaryImageOfPage":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/client-relationships\/downsizing-your-client-base-a-9-step-transition-checklist\/#primaryimage"},"image":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/client-relationships\/downsizing-your-client-base-a-9-step-transition-checklist\/#primaryimage"},"thumbnailUrl":"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2025\/11\/TaxPro_header_-ProChecklist_2x.png","datePublished":"2025-11-19T14:00:00+00:00","description":"If you\u2019re making space for retirement, stepping back, or downsizing, this checklist will help you set milestones and track your progress.","breadcrumb":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/client-relationships\/downsizing-your-client-base-a-9-step-transition-checklist\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/accountants.intuit.com\/taxprocenter\/client-relationships\/downsizing-your-client-base-a-9-step-transition-checklist\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/client-relationships\/downsizing-your-client-base-a-9-step-transition-checklist\/#primaryimage","url":"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2025\/11\/TaxPro_header_-ProChecklist_2x.png","contentUrl":"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2025\/11\/TaxPro_header_-ProChecklist_2x.png","width":1440,"height":601,"caption":"Downsizing your client base: A 9-step transition checklist"},{"@type":"BreadcrumbList","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/client-relationships\/downsizing-your-client-base-a-9-step-transition-checklist\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/taxprocenter.proconnect.intuit.com\/"},{"@type":"ListItem","position":2,"name":"Downsizing your client base: A 9-step transition checklist"}]},{"@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\/d54bd3a9810fd7c290b5655f9c6b6fd6","name":"Intuit Accountants Team","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/42accbd81149ba2287c95109f2916a5bb4893637c7490abfd483d71031a287cc?s=96&d=identicon&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/42accbd81149ba2287c95109f2916a5bb4893637c7490abfd483d71031a287cc?s=96&d=identicon&r=g","caption":"Intuit Accountants Team"},"description":"The Intuit\u00ae Accountants team provides ProConnect\u2122 Tax, Lacerte\u00ae Tax, ProSeries\u00ae Tax, and add-on software and services to enable workflow for its customers. Visit us online or follow us on X, Instagram, Facebook, and LinkedIn.","sameAs":["https:\/\/accountants.intuit.com\/"],"url":"https:\/\/accountants.intuit.com\/taxprocenter\/author\/intuitproconnect\/"}]}},"jetpack_publicize_connections":[],"jetpack_featured_media_url":"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2025\/11\/TaxPro_header_-ProChecklist_2x.png","jetpack_shortlink":"https:\/\/wp.me\/pazjGh-i2R","jetpack-related-posts":[{"id":17645,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/advisory-services-business-tax-strategy-checklist\/","url_meta":{"origin":69369,"position":0},"title":"Advisory services: business tax strategy checklist","author":"Jim Buffington, CPA","date":"September 27, 2019","format":false,"excerpt":"In this article, Jim Buffington, CPA, offers step-by-step guidance on adding tax planning to an advisory services practice.","rel":"","context":"In &quot;Advisory Services&quot;","block_context":{"text":"Advisory Services","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/advisory-services\/"},"img":{"alt_text":"client meeting","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2018\/11\/Client-meeting-e1540998435756.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2018\/11\/Client-meeting-e1540998435756.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2018\/11\/Client-meeting-e1540998435756.jpg?resize=525%2C300&ssl=1 1.5x"},"classes":[]},{"id":17403,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/tax-law-and-news\/protect-client-data-with-the-irs-taxes-security-together-checklist\/","url_meta":{"origin":69369,"position":1},"title":"Protect Client Data With the IRS Taxes-Security-Together Checklist","author":"Intuit Accountants Team","date":"August 28, 2019","format":false,"excerpt":"Get a checklist distributed by the IRS to help protect your tax firm's data, as well as your clients' sensitive information.","rel":"","context":"In &quot;Tax Law and News&quot;","block_context":{"text":"Tax Law and News","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/tax-law-and-news\/"},"img":{"alt_text":"Tax fraud","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2015\/08\/fraud-and-security-e1535552252328.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2015\/08\/fraud-and-security-e1535552252328.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2015\/08\/fraud-and-security-e1535552252328.jpg?resize=525%2C300&ssl=1 1.5x"},"classes":[]},{"id":17248,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/advisory-checklist-lead-with-tax-planning-and-advisory-services\/","url_meta":{"origin":69369,"position":2},"title":"Advisory Checklist: Lead with tax planning and advisory services","author":"Jim Buffington, CPA","date":"August 29, 2019","format":false,"excerpt":"If you want to strengthen your advisory services but don't know what steps to take, check out this checklist and take the steps to lead with advisory in your tax and accounting practice.","rel":"","context":"In &quot;Advisory Services&quot;","block_context":{"text":"Advisory Services","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/advisory-services\/"},"img":{"alt_text":"financial planning","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/02\/tips-e1508453261598.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/02\/tips-e1508453261598.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/02\/tips-e1508453261598.jpg?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/02\/tips-e1508453261598.jpg?resize=700%2C400&ssl=1 2x"},"classes":[]},{"id":11102,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/checklist-to-evaluate-new-technologies\/","url_meta":{"origin":69369,"position":3},"title":"Checklist to Evaluate New Technologies","author":"Byron Patrick, CPA.CITP","date":"November 14, 2017","format":false,"excerpt":"Tax pros can download a checklist to evaluate new technologies.","rel":"","context":"In &quot;Practice Management&quot;","block_context":{"text":"Practice Management","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/practice-management\/"},"img":{"alt_text":"technology for tax professionals","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2015\/09\/technology-network-e1535552498751.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2015\/09\/technology-network-e1535552498751.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2015\/09\/technology-network-e1535552498751.jpg?resize=525%2C300&ssl=1 1.5x"},"classes":[]},{"id":26748,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/advisory-services\/tax-year-2022-advisory-tax-planning-services-and-checklist\/","url_meta":{"origin":69369,"position":4},"title":"Tax year 2022 advisory tax planning services and checklist","author":"Jim Buffington, CPA","date":"October 19, 2022","format":false,"excerpt":"Tax planning can be a proactive, high-value, year-round service that complements tax preparation. According to the 2021 Tax Planning and Advisory Insights survey, 31% of advisors meet with tax planning clients twice a year and 24% meet quarterly, so more than half of firms are now meeting beyond the traditional\u2026","rel":"","context":"In &quot;Advisory Services&quot;","block_context":{"text":"Advisory Services","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/advisory-services\/"},"img":{"alt_text":"Tax Planning","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2022\/09\/Tax-Planning.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2022\/09\/Tax-Planning.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2022\/09\/Tax-Planning.jpg?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2022\/09\/Tax-Planning.jpg?resize=700%2C400&ssl=1 2x"},"classes":[]},{"id":61841,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/succession-planning-is-non-negotiable\/","url_meta":{"origin":69369,"position":5},"title":"Succession planning is non-negotiable","author":"Pamela Welch, Esq.","date":"October 1, 2025","format":false,"excerpt":"Without a plan, firms risk losing value, fracturing key client relationships and jeopardizing staff, partners, and loved ones.","rel":"","context":"In &quot;Practice Management&quot;","block_context":{"text":"Practice Management","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/practice-management\/"},"img":{"alt_text":"Succession planning is non-negotiable","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2025\/06\/Succession-planning-is-non-negotiable-copy.jpeg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2025\/06\/Succession-planning-is-non-negotiable-copy.jpeg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2025\/06\/Succession-planning-is-non-negotiable-copy.jpeg?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2025\/06\/Succession-planning-is-non-negotiable-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\/69369","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\/104275893"}],"replies":[{"embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/comments?post=69369"}],"version-history":[{"count":5,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/posts\/69369\/revisions"}],"predecessor-version":[{"id":69381,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/posts\/69369\/revisions\/69381"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/media\/69371"}],"wp:attachment":[{"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/media?parent=69369"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/categories?post=69369"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/tags?post=69369"},{"taxonomy":"intuit_collection","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/intuit_collection?post=69369"},{"taxonomy":"intuit_series","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/intuit_series?post=69369"},{"taxonomy":"author","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/coauthors?post=69369"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}