Education Center

Intuit Accountants offers live webinars, on-demand webinars, videos, virtual conferences, in-person events, self-paced training, podcasts, and articles for tax and accounting professionals.

Yes! Some Intuit Accountants training resources offer CE and/or CPE credits. Use the CE/CPE filter on the Education Center page to find eligible training. In order to earn credits for live webinars and virtual conferences, you must be in attendance for at least 50 minutes and answer 4 polling questions per credit. 

CPE certificates will be emailed to you within 48 hours of the event.  Please check your junk folder if you do not see them. CE credits will be issued to the IRS directly on your behalf within 10 days of the live event.  For any questions, please contact ProTax_training@intuit.com.

Intuit offers three distinct professional tax software options: ProConnect Tax, Lacerte, and ProSeries. Compare and learn more about each of these professional tax software offerings here. You may also get a better understanding of the benefits, workflows, and features of each product, and why one may be a good fit for your firm, at the links here:

• Introduction to ProConnect professional tax software
• Introduction to Lacerte professional tax software
• Introduction to ProSeries professional tax software

These videos walk you through the ProConnect Tax experience, from initial setup to preparing and filing returns:

• ProConnect Tax: The Fundamentals covers the essentials of using ProConnect Tax, including how to create clients and returns, navigate input screens and the table of contents, enter and source data across federal and state returns, review diagnostics, e-sign documents, and e-file with confidence. Ideal if you are new to ProConnect or want to reinforce core software concepts. Watch now >

• ProConnect: Set Up and Firm Administration walks through the initial configuration every firm needs before preparing returns: firm identifiers (Customer Account Number, Realm, EIN, PTIN, EFIN), the EFIN verification process for e-filing, adding preparers and managing user roles and permissions, customizing print settings and client letters, and organizing returns with custom statuses, filters, and assignees. Watch now >

• ProConnect: Business Returns demonstrates business return preparation across multiple entity types. Topics include calculating and comparing simplified versus actual expense methods for home office deductions (1040), handling special allocations and guaranteed payments in partnership returns (1065), sending secure password-protected K-1 packages to partners and shareholders, entering officer compensation and shareholder distributions for S corporations (1120S), setting up grantor trusts (1041), and troubleshooting common balance sheet and Schedule L issues using diagnostics. Watch now >

• ProConnect: Data Entry and Tools covers the data entry workflows that save the most time: entering and modifying estimated tax payments, setting up safe harbor options for the following year, e-filing quarterly payments for states that require separate submission, filing extensions (including the $0 extension override for returns still in progress), entering and disposing of depreciable assets using the fixed assets manager, forcing Form 4562, amending returns without losing original data, attaching PDFs to e-filed returns, and handling state-specific wage allocation when amounts differ from federal. Watch now >

Yes, you can access a full training series for ProConnect Tax at our ProConnect Tax Product Training Series. This page helps you choose which webinars are the best fit for you based on your role.

This video covers the essential setup and administration steps for getting started with Lacerte:

• Lacerte: Firm Administration and Set Up walks through configuring Lacerte from the ground up, including EIN registration and EFIN verification, entering firm identifiers and preparer information, setting up user permissions and trustee rights to control who can access specific program functions, customizing print settings and print order for client, preparer, and government copies, editing client letters and billing defaults, using custom return statuses to track every stage of preparation, and navigating the Lacerte menu and settings. Presented by a CPA who has used Lacerte since 1993. Watch now >

You can get a deeper dive into the features and workflows of Lacerte by watching the following webinars:

• Intuit Lacerte: Data Entry & Tools
• Intuit Lacerte: Tax Planning & Advisory
• Intuit Lacerte: Business Returns
• Intuit Lacerte: Automations & Workflow Tools

See the entire Lacerte training series here.

These videos cover the fundamentals and firm setup for ProSeries:

• ProSeries: The Fundamentals walks step by step through the ProSeries essentials that have the biggest impact on daily workflow: converting prior-year data from other tax software, optimizing general options and HomeBase settings to reduce clicks, navigating forms and creating returns from scratch, using the missing client information tool (F11) to flag and return to incomplete fields, managing diagnostics and clearing errors before e-filing, customizing print workflows and print order, using the e-signature dashboard to send and track authorization forms, and finding help through built-in videos, the community, and support resources. Watch now >

• ProSeries: Firm Administration and Set Up covers the one-time configuration that makes ProSeries faster and more reliable for the whole firm: setting up firm identifiers (EIN, PTIN, ERO PIN, Customer Account Number) for e-filing, adding and managing preparers with proper permissions and tracking for acquired firms, inviting and managing users with appropriate access levels (admin, billing admin, employee, training support), configuring global print settings and controlling which forms print for each copy type, editing client letters using letter codes and paragraphs, setting up billing options and the billing clock, and creating custom HomeBase views to surface priorities and filter clients by status, preparer, or return type. Watch now > 

You can get a deeper dive into the features and workflows of ProSeries by watching the following webinars:

• Intuit ProSeries: Workflow Tools
• Intuit ProSeries: Business Returns
• Intuit ProSeries: Data Entry & Tools

See the entire ProSeries training series here.

The best practices for joining a webinar with us are:

• Use a desktop or laptop computer rather than a tablet or mobile to join.
• Make sure your minimum internet speed is 5 Mbps.
• For better connectivity, turn off unneeded devices or connect directly to the router with an Ethernet cable if you have low internet speed.
• Use a recommended browser such as Chrome or Edge.
• Close other browser tabs and disconnect from VPNs.
• Note: Webcasts will stream audio exclusively through your computer speakers.

If you have questions or need additional assistance, contact us at protax_training@intuit.com.