Register for this webinar by following this link here.
ABSTRACT:
Get a jump start on the upcoming tax season and prepare early and efficiently with Intuit Pay-by-Refund, the solution that gives your clients a simple way to pay for your tax preparation without worrying about upfront, out-of-pocket costs. In this session, we will provide an in-depth overview of the Intuit Pay-by-Refund program, covering how it works, bank and enrollment options, and tips for a smooth start. Join us for this session where we will talk about not only how Intuit Pay-by-Refund works, but also discuss best practices, practical insights, and how you can get your business ready for the upcoming tax season. LEARNING OBJECTIVES: By completing this webinar, you will be able to:
Understand how Intuit Pay-by-Refund works, from enrollment to disbursement
Choose which bank offering is the right fit for your business and clients
Explain to your clients the convenience of Intuit Pay-by-Refund, from worry-free payments, to no upfront costs, to flexible disbursement options
Understand the importance of early enrollment for bank season and tax year readiness
Take advantage of Intuit Pay-by-Refund benefits, such as quick setup, live support, and bank marketing materials
WHO SHOULD ATTEND? Anyone who utilizes ProSeries, ProConnect, or Lacerte to prepare tax returns Course Level: Basic Course Length: 30 Minutes Prerequisites: NONE Recommended CPE: 0 Recommended CE: 0
Register for this webinar by following this link here.
Our speakers for this event are Heather Satterley, Clayton Crouch and Ryan Embree!
ABSTRACT:
This session will cover the tools to manage your firm’s communications and streamline your workflows to provide full visibility across your tax and accounting practice. Attendees will hear first hand how leading firms are more efficient than ever and are saving over 13 hours a week per employee. By documenting, standardizing, and automating your firm’s most important processes, your team will have clear steps for the common tasks that are repeated from client to client, and job to job. Through critical integrations, automation, customized dashboards and templates, every team member knows exactly what they are required to do, for every single process, and have the ability to do so more consistently and more efficiently. Transform your firm by gaining total team alignment across your team so you can deliver on your goals as a firm. Ignition alongside Intuit Practice Management, brings everything you need to optimize your workflow, engage clients and get paid effortlessly all in one place. From selling your services and creating digital proposals, to automated invoicing and payment collection. These tools will help you to power up your productivity and continue to build strong relationships with your clients.
LEARNING OBJECTIVES By completing this webinar, you will be able to: Optimize your workflows by implementing documented standardized processes through fully customizable templates for your firm to align your team, deliver on firm goals, and scale your practice Apply insights on how a leading firm leverages the Intuit ecosystem and Ignition to power her practice Automate common, time-consuming tasks by leveraging the tools within Intuit Practice Management and Ignition so your team can give your clients more attention and deliver higher quality services Improve collaboration across your team by centralizing all clients and communications in one database and break free from email silos by directly integrating email into your workflow Discover additional integrations that connect Intuit Practice Management to provide a robust ecosystem of tools WHO SHOULD ATTEND? Accounting professionals who strive to create more value for their clients and greater profitability for their firm Course Level: Basic Course Length: 60 Minutes Prerequisites: NONE Delivery Method: Group-Live Internet Field of Study: Management Services - Technical Recommended CPE: 1 Recommended CE: 0
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How You Can Start Offering Tax Advisory: a Realistic Roadmap - November 29, 2022
START DATE:11/29/2022
START TIME:9:00 AM CST
DURATION:60 MINUTES
ABSTRACT:
Proactive tax advisory has experienced a lift since about 2010, but really took off around 2016, and has been a buzz word for traditional accountants to make more money while working less. Somehow, technology, progress and resulting efficiencies made accounting work more of a need (vs. want) and a commodity over the last 2 decades of the past century and the first decade of the current one. And somehow, working 60-80 hours a week has become a badge of honor for accountants trying to compete for business and fees. It’s a losing proposition, if you ask me. Tax advisory is a way out for both us as accountants and our clients. We get to work less, charge more for our expertise, and the client gets to save more and have more meaningful support for their business and life. So it’s a win-win! Whether you’ve been trained in tax planning or advisory before, tried it out or are just considering it, there is a gap between theory and realistic practice. In this session, you will bridge that gap and learn how to implement it into your business immediately.
LEARNING OBJECTIVES: By completing this session, you will be able to: · Shift your mindset so that you understand how you can start offering tax advisory now · Understand the business model (one time planning + ongoing, which is optional) · Identify client scenarios, fees and client ROI · Determine clarifying questions to be asked at Discovery, and offers to be presented (with a deadline) · Gain confidence in your pricing strategy for all components of the offers · Have a roadmap of how to implement this fast step-by-step into your business
WHO SHOULD ATTEND? Anyone who prepares or reviews tax returns and other accounting work, and is not yet convinced that tax planning advisory = value billing. Course Level: Intermediate Course Length: 60 Minutes Prerequisites: NONE Delivery Method: Group-Live Internet Field of Study: Taxes - Technical Recommended CPE: 1 Recommended CE: 0