Bianca Lee

What’s New in ProConnect™ Tax Online 2019

December 9, 2019 (Last Modified: March 2, 2020) / Bianca Lee

In addition to 134 new forms and 43 new e-file capabilities, ProConnect Tax Online has added new features and made productivity enhancements.

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A Walk in the Cloud Could Clear Away the Tax Reform Blues

November 7, 2019 / Bianca Lee

Discover how Intuit ProConnect Tax Online can help you and your clients manage tax reform in tax year 2018.

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Practice Management, Workflow tools

Top 3 Tips to Improve Your Practice This Season

January 31, 2017 / Bianca Lee

Tax season has officially begun, and we know that means your schedule is heating up. We’ll keep these in-season tips brief and targeted on ways to help you save time, while offering stellar customer service to your clients. #1: Go...

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Practice Management, Workflow tools

Small Changes with a Big Impact

December 23, 2016 (Last Modified: October 19, 2017) / Bianca Lee

To sail efficiently through tax season, you will want to have powerful, time-saving tax software in place, including Intuit® ProConnect™ Tax Online, Lacerte® or ProSeries®. These tools can save you up to 52 minutes on a complicated return.* However, additional opportunities...

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Practice Management, Workflow tools

Are New Tax Laws Increasing Your Liability as a Tax Professional?

November 16, 2016 / Bianca Lee

New regulations have dramatically increased the number of e-filed returns in recent years. While this shift in the filing process saves time for tax professionals and their clients, it also opens a new window of liability for tax professionals. Where...

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Practice Management, Workflow tools

E-Filing is the New Norm; Digital Signatures Should Be, Too

October 18, 2016 / Bianca Lee

Since the IRS mandate in 2012 requiring that a tax professional or firm filing more than 11 forms in a year must use e-file, the volume of tax returns filed online has skyrocketed. In fact, according to efile.com, 91 percent...

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Practice Management, Workflow tools

Digital Workflow is the New Norm

August 25, 2016 (Last Modified: October 19, 2017) / Bianca Lee

While there are still legitimate concerns over data security across financial arenas, the days of digital doubt are long gone. Software security measures have advanced to such a degree that even simple transactions can be protected with bank-level security encoding....

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Practice Management

How Your Tax Peers are Using Audit Assistance

June 24, 2016 (Last Modified: October 17, 2017) / Bianca Lee

You’ve told us that many clients are intimidated by the IRS and get upset when they get a notice that they are being audited. In fact, it’s not uncommon for clients to bring a stack of unopened letters to the...

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Practice Management

Serving Convenience and Ease to Savvy Customers

November 30, 2015 (Last Modified: October 17, 2017) / Bianca Lee

Customers today need – and want – fast and easy access to their money, especially their IRS tax refund. That’s why Intuit® provides an alternative option for your clients to receive their refund: American Express Serve®. With this prepaid debit...

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Practice Management, Workflow tools

Money Management Made Easy and Convenient

November 30, 2015 (Last Modified: October 17, 2017) / Bianca Lee

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Practice Management

Could There be a Silver Lining to Rising ID Theft?

September 29, 2015 (Last Modified: July 29, 2016) / Bianca Lee

Identity theft is estimated to hit another American every two seconds.1 While the implications are not fun for anyone, we like to believe that every cloud has a silver lining, so we dug deep to uncover a few ways to look...

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Practice Management

IRS Audits Are on the Rise: How to Help Your Clients

August 20, 2015 (Last Modified: June 18, 2019) / Bianca Lee

No one wants an audit — not you and not the taxpayer. However, audit numbers are on the rise, and the shift is affecting the lower income audience in a significant and somewhat disturbing way. It has to do with...

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