If your firm wants the flexibility and efficiency of cloud-based tax software, is struggling to manage remote employees or software updates, or desires the efficiency of having all the tools you need in a single application, then you should attend this webinar.  In this course, you will see a live demonstration of Intuit ProConnect Tax, the most widely used cloud-based tax application for professional tax firms. You’ll learn why many larger firms are switching to ProConnect, which is built on the Lacerte engine but offers the flexibility and power of a scalable, modern solution.  We will cover what makes ProConnect uniquely better than other solutions, including features that exceed the needs of a modern high-volume firm to collaborate on returns, review the work of others, work anytime, anywhere, and more.  See a demonstration of several powerful integrations, including how seamlessly you can transfer QuickBooks into ProConnect and how you can create custom tax plans in minutes to show clients valuable savings by using tax strategies automatically generated from their ProConnect Tax returns.   

Learning Objectives:

• Identify the benefits of using ProConnect Tax


• Identify time-saving features built directly into the software


• Recognize tools in ProConnect Tax to help manage firm workflow and increase productivity, especially for high-volume firms


• Understand how to import QuickBooks data into a tax return


• Identify how the Link client portal gathers client data and imports it directly into the tax return


• Understand how to leverage Intuit Tax Advisor to generate tax advisory insights without manual work, quantify savings from various tax strategies, calculate estimated tax payments, and generate summary reports to give to clients 


• Establish familiarity with features especially valuable for larger firms, such as tickmarks for review, batch e-filing, automatic apportionment for business returns, partnership special allocations, robust user notes with user, date and time stamping, and more


• Determine how to sign up for ProConnect Tax

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CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

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