{"id":6969,"date":"2024-12-17T08:24:50","date_gmt":"2024-12-17T14:24:50","guid":{"rendered":"http:\/\/taxprocenter.proconnect.intuit.com\/?p=6969"},"modified":"2024-12-17T08:24:51","modified_gmt":"2024-12-17T14:24:51","slug":"proconnect-tax-online-customer-profile-alejandra-matias","status":"publish","type":"post","link":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/proconnect-tax-online-customer-profile-alejandra-matias\/","title":{"rendered":"ProConnect\u2122 Tax Online spotlight: Alejandra Matias"},"content":{"rendered":"

Meet Alejandra Matias, a QuickBooks ProAdvisor\u00ae certified in QuickBooks\u00ae Online<\/a> who started her practice, Taxes United LLC, in Phoenix in 2010. An Intuit\u00ae ProConnect\u2122 Tax<\/a> customer since 2010, the firm has two full-time and two part-time\/contract employees, and processes about 1,000 returns each year. Alejandra has specializations in personal tax returns and accounting services for self-employed and small business clients.<\/p>\n

Alejandra\u2019s Story<\/strong><\/p>\n

I started my business when I was 18. I guess you could say I started pretty young. My dad was an accountant in Mexico, but when he came to the United States, he didn\u2019t practice accounting at all. So, when it came time for college, I decided to go for accounting. At the beginning, I knew very little. I was doing simple tax returns that only included W-2s and helping my friends with their taxes. Then, more people were recommended to me, they recommended more people and it just kind of built from there.<\/p>\n

ProConnect Tax Online played a big role right from the start. When I was in college, I was working with people in coffee shops or at the library for almost two years. Being mobile and in the cloud meant that I could access my clients\u2019 documents right away, let them know the status of their refund, give them copies of their tax return or process the tax return while I was at school, in the library or anywhere else.<\/p>\n

Now that I\u2019m running my business full time, I can\u2019t imagine doing it without the cloud. A lot of my clients need tax information on the weekend, or when they finish work. For example, I\u2019ve had clients who were closing on a mortgage or a loan at 8 p.m., and they needed last-minute information. They\u2019re already stressed out! I can go into their files and get their information for them, just like that. They say they\u2019ve never had that kind of service before, so obviously they\u2019re happy. The real estate professionals love to get that information really fast, too \u2013 and, as a result, many of them are now clients.<\/p>\n

Another great thing about ProConnect Tax Online is that it looks great and it\u2019s super user-friendly. Every time I open it, I just want to work. I know that sounds silly, or like a small thing, but it\u2019s not. The fact that it\u2019s so easy to use means we\u2019re able to do more for our clients and can spend more time paying attention to them. We\u2019re not just typing and typing; we also get to know them and answer a lot of their questions.<\/p>\n

I want to create a better customer service experience, spend time answering questions and plan for the year. That\u2019s what I love about what I\u2019m doing now: working with small businesses and self-employed clients. I see myself in them all the time. They give me good ideas, too. It\u2019s an exchange, and ProConnect Tax Online makes that possible.<\/p>\n

Lately, I\u2019ve been going to a lot of tax law update forums, and when I tell other accountants that I use ProConnect Tax Online, some of them say, \u201cOh, that\u2019s in the cloud. I have all these clients, and I already know the software I\u2019m using. I don\u2019t want to change.\u201d I get it; change scares people. It\u2019s hard. But, I tell them to think about what\u2019s stressing them out now. Take tax season, for example. It\u2019s stressful because of all the information we have to gather and enter. We\u2019re scrambling to figure out the software, or we\u2019re worrying about employees. But, what about the clients? We never really get to know them.<\/p>\n

ProConnect Tax Online changes all that. It\u2019s simple, fun to use and you can access it anywhere. Change can be scary, but sometimes it\u2019s worth it. ProConnect Tax<\/a> lets you create the best customer experience for your clients and takes a lot of the stress out of the equation for you. It\u2019s that simple.<\/p>\n","protected":false},"excerpt":{"rendered":"

Meet Alejandra Matias, a QuickBooks ProAdvisor\u00ae certified in QuickBooks\u00ae Online who started her practice, Taxes United LLC, in Phoenix in 2010. An Intuit\u00ae ProConnect\u2122 Tax customer since 2010, the firm has two full-time and two part-time\/contract employees, and processes about 1,000 returns each year. Alejandra has specializations in personal tax returns and accounting services for<\/p>\n","protected":false},"author":120392844,"featured_media":6970,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","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],"tags":[646041951,508421111,560642402,13179],"intuit_collection":[],"intuit_series":[],"coauthors":[567466424],"class_list":["post-6969","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-practice-management","tag-accountant-spotlight","tag-proconnect-tax-online","tag-pto-customer-profile","tag-quickbooks"],"header_image":"","yoast_head":"\nProConnect 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