{"id":8596,"date":"2017-07-10T08:00:27","date_gmt":"2017-07-10T13:00:27","guid":{"rendered":"http:\/\/taxprocenter.proconnect.intuit.com\/?p=8596"},"modified":"2018-09-14T09:05:52","modified_gmt":"2018-09-14T14:05:52","slug":"how-can-you-implement-a-firm-of-the-future-workflow","status":"publish","type":"post","link":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/how-can-you-implement-a-firm-of-the-future-workflow\/","title":{"rendered":"How Can You Implement a Firm of the Future Workflow?"},"content":{"rendered":"<p>More and more firms are embarking on the journey to become a Firm of the Future, from getting on the cloud for tax preparation, accounting, file storage and client communications, to offering clients value pricing, and marketing their practices digitally.<\/p>\n<p>Chris James, general counsel at <a href=\"http:\/\/jmgglobal.com\/\" target=\"_blank\" rel=\"noopener\" target=\"_blank\">James Management Group<\/a>, has been on the journey with his firm for several years. He recently partnered with us on an eight-part video series that takes a look at each major piece of the tax preparation workflow &#8211; with topics on converting to, and preparing, tax returns on cloud software, invoicing, and growing a practice &#8211; to give fellow tax professionals an inside look at the potential implications for their firm and workflow based on his own experience. Check out his video series:<\/p>\n<p><a href=\"https:\/\/proconnect.intuit.com\/tax-online\/fotf-workflow-videos\/?s_cid=PA_PTO_TPC_FOTFworkflowvideo&amp;wvideo=a5wos0lenz\" data-wa-link=\"body_ito-fotfvideoseries\"><img loading=\"lazy\" decoding=\"async\" class=\"\" style=\"width:597px;height:320px;\" src=\"https:\/\/embedwistia-a.akamaihd.net\/deliveries\/11365b6d4e5bbd9caf3750bd1cd2000944a2770e.jpg?image_play_button_size=2x&amp;image_crop_resized=960x540&amp;image_play_button=1&amp;image_play_button_color=0077c5e0\" width=\"400\" height=\"225\" \/><\/a><\/p>\n<p><a href=\"https:\/\/proconnect.intuit.com\/tax-online\/fotf-workflow-videos\/?s_cid=PA_PTO_TPC_FOTFworkflowvideo&amp;wvideo=a5wos0lenz\" data-wa-link=\"body_ito-fotfvideoseries\"> See the entire Firm of the Future Tax Preparation Workflow series here.<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>More and more firms are embarking on the journey to become a Firm of the Future, from getting on the cloud for tax preparation, accounting, file storage and client communications, to offering clients value pricing, and marketing their practices digitally. Chris James, general counsel at James Management Group, has been on the journey with his<\/p>\n","protected":false},"author":120392844,"featured_media":8603,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"video","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":false,"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":[646041692,508421111,13179],"intuit_collection":[],"intuit_series":[],"coauthors":[567466424],"class_list":["post-8596","post","type-post","status-publish","format-video","has-post-thumbnail","hentry","category-practice-management","tag-firm-of-the-future","tag-proconnect-tax-online","tag-quickbooks","post_format-post-format-video"],"header_image":"","yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.3 (Yoast SEO v27.3) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>How Can You Implement a Firm of the Future Workflow? - 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\/how-can-you-implement-a-firm-of-the-future-workflow\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How Can You Implement a Firm of the Future Workflow? - Tax Pro Center | Intuit\" \/>\n<meta property=\"og:description\" content=\"More and more firms are embarking on the journey to become a Firm of the Future, from getting on the cloud for tax preparation, accounting, file storage and client communications, to offering clients value pricing, and marketing their practices digitally. Chris James, general counsel at James Management Group, has been on the journey with his\" \/>\n<meta property=\"og:url\" content=\"https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/how-can-you-implement-a-firm-of-the-future-workflow\/\" \/>\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=\"2017-07-10T13:00:27+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2018-09-14T14:05:52+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2017\/05\/fotf-workflow-feature-image_04.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"653\" \/>\n\t<meta property=\"og:image:height\" content=\"352\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Amy Clark\" \/>\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=\"Amy Clark\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"1 minute\" \/>\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\\\/how-can-you-implement-a-firm-of-the-future-workflow\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/practice-management\\\/how-can-you-implement-a-firm-of-the-future-workflow\\\/\"},\"author\":{\"name\":\"Amy Clark\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#\\\/schema\\\/person\\\/f9794f4df1467d006e7f52bb666c3c9c\"},\"headline\":\"How Can You Implement a Firm of the Future Workflow?\",\"datePublished\":\"2017-07-10T13:00:27+00:00\",\"dateModified\":\"2018-09-14T14:05:52+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/practice-management\\\/how-can-you-implement-a-firm-of-the-future-workflow\\\/\"},\"wordCount\":150,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#organization\"},\"image\":{\"@id\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/practice-management\\\/how-can-you-implement-a-firm-of-the-future-workflow\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/wp-content\\\/uploads\\\/2017\\\/05\\\/fotf-workflow-feature-image_04.jpg\",\"keywords\":[\"firm of the future\",\"proconnect tax\",\"quickbooks\"],\"articleSection\":[\"Practice Management\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/practice-management\\\/how-can-you-implement-a-firm-of-the-future-workflow\\\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/practice-management\\\/how-can-you-implement-a-firm-of-the-future-workflow\\\/\",\"url\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/practice-management\\\/how-can-you-implement-a-firm-of-the-future-workflow\\\/\",\"name\":\"How Can You Implement a Firm of the Future Workflow? - Tax Pro Center | Intuit\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/practice-management\\\/how-can-you-implement-a-firm-of-the-future-workflow\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/practice-management\\\/how-can-you-implement-a-firm-of-the-future-workflow\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/wp-content\\\/uploads\\\/2017\\\/05\\\/fotf-workflow-feature-image_04.jpg\",\"datePublished\":\"2017-07-10T13:00:27+00:00\",\"dateModified\":\"2018-09-14T14:05:52+00:00\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/practice-management\\\/how-can-you-implement-a-firm-of-the-future-workflow\\\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/practice-management\\\/how-can-you-implement-a-firm-of-the-future-workflow\\\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/practice-management\\\/how-can-you-implement-a-firm-of-the-future-workflow\\\/#primaryimage\",\"url\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/wp-content\\\/uploads\\\/2017\\\/05\\\/fotf-workflow-feature-image_04.jpg\",\"contentUrl\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/wp-content\\\/uploads\\\/2017\\\/05\\\/fotf-workflow-feature-image_04.jpg\",\"width\":653,\"height\":352,\"caption\":\"Firm of the future tax preparation workflow\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/practice-management\\\/how-can-you-implement-a-firm-of-the-future-workflow\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/taxprocenter.proconnect.intuit.com\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"How Can You Implement a Firm of the Future Workflow?\"}]},{\"@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\\\/f9794f4df1467d006e7f52bb666c3c9c\",\"name\":\"Amy Clark\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/4ba9c0107467828e0a5ddbe314ae2d8ad9d9df4831eb3a864e020a641739341f?s=96&d=identicon&r=g\",\"url\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/4ba9c0107467828e0a5ddbe314ae2d8ad9d9df4831eb3a864e020a641739341f?s=96&d=identicon&r=g\",\"contentUrl\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/4ba9c0107467828e0a5ddbe314ae2d8ad9d9df4831eb3a864e020a641739341f?s=96&d=identicon&r=g\",\"caption\":\"Amy Clark\"},\"description\":\"Amy Clark has worked in marketing at Intuit for more than 12 years on a variety of products, ranging from QuickBooks Desktop to ProConnect Tax Online. Her favorite part of her job is working with customers to understand their pain points, and then collaborating with her team to address them. She lives in the Dallas area with her family, and spends most of her spare time cheering on her daughter in sports and theater.\",\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/author\\\/amyclarktax\\\/\"}]}<\/script>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"How Can You Implement a Firm of the Future Workflow? - 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\/how-can-you-implement-a-firm-of-the-future-workflow\/","og_locale":"en_US","og_type":"article","og_title":"How Can You Implement a Firm of the Future Workflow? - Tax Pro Center | Intuit","og_description":"More and more firms are embarking on the journey to become a Firm of the Future, from getting on the cloud for tax preparation, accounting, file storage and client communications, to offering clients value pricing, and marketing their practices digitally. Chris James, general counsel at James Management Group, has been on the journey with his","og_url":"https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/how-can-you-implement-a-firm-of-the-future-workflow\/","og_site_name":"Tax Pro Center | Intuit","article_publisher":"https:\/\/www.facebook.com\/IntuitAccountants","article_published_time":"2017-07-10T13:00:27+00:00","article_modified_time":"2018-09-14T14:05:52+00:00","og_image":[{"width":653,"height":352,"url":"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2017\/05\/fotf-workflow-feature-image_04.jpg","type":"image\/jpeg"}],"author":"Amy Clark","twitter_card":"summary_large_image","twitter_creator":"@IntuitAccts","twitter_site":"@IntuitAccts","twitter_misc":{"Written by":"Amy Clark","Est. reading time":"1 minute"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/how-can-you-implement-a-firm-of-the-future-workflow\/#article","isPartOf":{"@id":"https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/how-can-you-implement-a-firm-of-the-future-workflow\/"},"author":{"name":"Amy Clark","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#\/schema\/person\/f9794f4df1467d006e7f52bb666c3c9c"},"headline":"How Can You Implement a Firm of the Future Workflow?","datePublished":"2017-07-10T13:00:27+00:00","dateModified":"2018-09-14T14:05:52+00:00","mainEntityOfPage":{"@id":"https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/how-can-you-implement-a-firm-of-the-future-workflow\/"},"wordCount":150,"commentCount":0,"publisher":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#organization"},"image":{"@id":"https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/how-can-you-implement-a-firm-of-the-future-workflow\/#primaryimage"},"thumbnailUrl":"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2017\/05\/fotf-workflow-feature-image_04.jpg","keywords":["firm of the future","proconnect tax","quickbooks"],"articleSection":["Practice Management"],"inLanguage":"en-US","potentialAction":[{"@type":"CommentAction","name":"Comment","target":["https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/how-can-you-implement-a-firm-of-the-future-workflow\/#respond"]}]},{"@type":"WebPage","@id":"https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/how-can-you-implement-a-firm-of-the-future-workflow\/","url":"https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/how-can-you-implement-a-firm-of-the-future-workflow\/","name":"How Can You Implement a Firm of the Future Workflow? - Tax Pro Center | Intuit","isPartOf":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#website"},"primaryImageOfPage":{"@id":"https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/how-can-you-implement-a-firm-of-the-future-workflow\/#primaryimage"},"image":{"@id":"https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/how-can-you-implement-a-firm-of-the-future-workflow\/#primaryimage"},"thumbnailUrl":"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2017\/05\/fotf-workflow-feature-image_04.jpg","datePublished":"2017-07-10T13:00:27+00:00","dateModified":"2018-09-14T14:05:52+00:00","breadcrumb":{"@id":"https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/how-can-you-implement-a-firm-of-the-future-workflow\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/how-can-you-implement-a-firm-of-the-future-workflow\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/how-can-you-implement-a-firm-of-the-future-workflow\/#primaryimage","url":"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2017\/05\/fotf-workflow-feature-image_04.jpg","contentUrl":"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2017\/05\/fotf-workflow-feature-image_04.jpg","width":653,"height":352,"caption":"Firm of the future tax preparation workflow"},{"@type":"BreadcrumbList","@id":"https:\/\/taxprocenter.proconnect.intuit.com\/practice-management\/how-can-you-implement-a-firm-of-the-future-workflow\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/taxprocenter.proconnect.intuit.com\/"},{"@type":"ListItem","position":2,"name":"How Can You Implement a Firm of the Future Workflow?"}]},{"@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\/f9794f4df1467d006e7f52bb666c3c9c","name":"Amy Clark","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/secure.gravatar.com\/avatar\/4ba9c0107467828e0a5ddbe314ae2d8ad9d9df4831eb3a864e020a641739341f?s=96&d=identicon&r=g","url":"https:\/\/secure.gravatar.com\/avatar\/4ba9c0107467828e0a5ddbe314ae2d8ad9d9df4831eb3a864e020a641739341f?s=96&d=identicon&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/4ba9c0107467828e0a5ddbe314ae2d8ad9d9df4831eb3a864e020a641739341f?s=96&d=identicon&r=g","caption":"Amy Clark"},"description":"Amy Clark has worked in marketing at Intuit for more than 12 years on a variety of products, ranging from QuickBooks Desktop to ProConnect Tax Online. Her favorite part of her job is working with customers to understand their pain points, and then collaborating with her team to address them. She lives in the Dallas area with her family, and spends most of her spare time cheering on her daughter in sports and theater.","url":"https:\/\/accountants.intuit.com\/taxprocenter\/author\/amyclarktax\/"}]}},"jetpack_publicize_connections":[],"jetpack_featured_media_url":"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2017\/05\/fotf-workflow-feature-image_04.jpg","jetpack_shortlink":"https:\/\/wp.me\/pazjGh-2eE","jetpack-related-posts":[{"id":18354,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/creating-an-advisory-workflow-in-the-cloud\/","url_meta":{"origin":8596,"position":0},"title":"Creating an advisory workflow in the cloud","author":"Jim Buffington, CPA","date":"January 21, 2020","format":"video","excerpt":"In this case study by Jim Buffington, CPA, discover how Marc Berger, CPA, relies on the cloud for workflow and advisory services.","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 professionals","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2017\/06\/tax-professionals-e1535552334151.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2017\/06\/tax-professionals-e1535552334151.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2017\/06\/tax-professionals-e1535552334151.jpg?resize=525%2C300&ssl=1 1.5x"},"classes":[]},{"id":14242,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/how-to-prepare-your-firm-for-online-transformation\/","url_meta":{"origin":8596,"position":1},"title":"How to prepare your firm for online transformation","author":"Chris James, JD","date":"November 26, 2018","format":false,"excerpt":"Find out how Chris James, JD, moved his firm's tax preparation, bookkeeping services and client files to the cloud.","rel":"","context":"In &quot;Advisory Services&quot;","block_context":{"text":"Advisory Services","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/advisory-services\/"},"img":{"alt_text":"Virtual tax accountant","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2017\/10\/cloud-virtual-reality-e1535552599517.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2017\/10\/cloud-virtual-reality-e1535552599517.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2017\/10\/cloud-virtual-reality-e1535552599517.jpg?resize=525%2C300&ssl=1 1.5x"},"classes":[]},{"id":76534,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/workflow-tools\/smartvault-and-proconnect-tax-streamline-firm-workflows\/","url_meta":{"origin":8596,"position":2},"title":"SmartVault and ProConnect\u2122 Tax streamline firm workflows","author":"Scott Cytron","date":"February 6, 2026","format":false,"excerpt":"This case study explores the integration of Intuit\u00ae ProConnect\u2122 Tax and SmartVault to create a seamless end-to-end digital tax preparation workflow.","rel":"","context":"In &quot;Practice Management&quot;","block_context":{"text":"Practice Management","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/practice-management\/"},"img":{"alt_text":"SmartVault and ProConnect\u2122 Tax streamline firm workflows","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2026\/02\/SmartVault-and-ProConnect%E2%84%A2-Tax-streamline-firm-workflows-copy.png?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2026\/02\/SmartVault-and-ProConnect%E2%84%A2-Tax-streamline-firm-workflows-copy.png?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2026\/02\/SmartVault-and-ProConnect%E2%84%A2-Tax-streamline-firm-workflows-copy.png?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2026\/02\/SmartVault-and-ProConnect%E2%84%A2-Tax-streamline-firm-workflows-copy.png?resize=700%2C400&ssl=1 2x"},"classes":[]},{"id":15658,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/taxprotalk-a-firm-transitions-tax-software-to-grow-move-to-the-cloud\/","url_meta":{"origin":8596,"position":3},"title":"TaxProTalk: A firm transitions tax software to grow, move to the cloud","author":"Jim Buffington, CPA","date":"March 13, 2019","format":"video","excerpt":"Find out how McGinnis & Berger, LLP, transitions tax software to grow their practice and move to the cloud.","rel":"","context":"In &quot;Advisory Services&quot;","block_context":{"text":"Advisory Services","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/advisory-services\/"},"img":{"alt_text":"TaxProTalk","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2019\/03\/TPT.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2019\/03\/TPT.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2019\/03\/TPT.jpg?resize=525%2C300&ssl=1 1.5x"},"classes":[]},{"id":14016,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/tax-practice-of-the-future-3-steps-to-increase-advisory-services\/","url_meta":{"origin":8596,"position":4},"title":"Tax practice of the future: 3 steps to increase advisory services","author":"Jim Buffington, CPA","date":"November 28, 2018","format":false,"excerpt":"This article focuses on three critical steps future-focused tax practices can take to increase their advisory services.","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 practice of the future","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2018\/11\/TPOTF-TWITTER-A.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2018\/11\/TPOTF-TWITTER-A.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2018\/11\/TPOTF-TWITTER-A.jpg?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2018\/11\/TPOTF-TWITTER-A.jpg?resize=700%2C400&ssl=1 2x"},"classes":[]},{"id":80888,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/workflow-tools\/why-our-firm-switched-from-lacerte-to-proconnect-tax\/","url_meta":{"origin":8596,"position":5},"title":"Switching from Lacerte\u00ae to ProConnect\u2122 Tax","author":"Nick Boscia, CPA, EA","date":"April 16, 2026","format":false,"excerpt":"Why are firms switching to ProConnect Tax? in this case study, Nick Boscia explains the rich feature set and the benefits of working in the cloud. Download the case study today.","rel":"","context":"In &quot;Practice Management&quot;","block_context":{"text":"Practice Management","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/practice-management\/"},"img":{"alt_text":"Why our firm switched from Lacerte to ProConnect Tax","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2026\/04\/Why-our-firm-switched-from-Lacerte-to-ProConnect-Tax-copy.jpeg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2026\/04\/Why-our-firm-switched-from-Lacerte-to-ProConnect-Tax-copy.jpeg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2026\/04\/Why-our-firm-switched-from-Lacerte-to-ProConnect-Tax-copy.jpeg?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2026\/04\/Why-our-firm-switched-from-Lacerte-to-ProConnect-Tax-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\/8596","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\/120392844"}],"replies":[{"embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/comments?post=8596"}],"version-history":[{"count":23,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/posts\/8596\/revisions"}],"predecessor-version":[{"id":9236,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/posts\/8596\/revisions\/9236"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/media\/8603"}],"wp:attachment":[{"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/media?parent=8596"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/categories?post=8596"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/tags?post=8596"},{"taxonomy":"intuit_collection","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/intuit_collection?post=8596"},{"taxonomy":"intuit_series","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/intuit_series?post=8596"},{"taxonomy":"author","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/coauthors?post=8596"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}