Practice Management Mary Jane Marchut, EA, on Automation and Educating Clients November 4, 2019 / Intuit ProConnect Team Meet Mary Jane Marchut, EA, discusses automating the tax profession, and educating her clients on being more productive. Full Story
Practice Management Engagement Letter Best Practices for Tax Pros November 1, 2019 / Bruce T. Andersen, CPA What are must-haves in good engagement letters? Bruce Andersen, CPA, offers experience and advice. Full Story
Practice Management How Will the Tax and Accounting Profession Look Different in 10 Years? October 29, 2019 September 10, 2019 / Intuit ProConnect Team In this video, several practitioners discuss the future of the tax and accounting profession. Full Story
Practice Management, Workflow tools Top 10 Considerations When Choosing Professional Tax Software October 28, 2019 / Howard M. Goodman, CPA Howard M. Goodman, CPA, offers a comprehensive summary of considerations when choosing tax software. Full Story
Practice Management Mentorship Guidance You Can Use in Your Tax Practice October 25, 2019 October 22, 2019 / Scott Cytron Learn more about mentoring staff in your tax practice and how to help other mentors achieve success. Full Story
Practice Management 5 Ways to Go Green in Your Tax and Accounting Practice October 24, 2019 October 8, 2019 / Susan Tinel, EA Creating and maintaining a eco-friendly practice takes effort – but it’s worth it. Susan Tinel, EA, provides practical advice on going green. Full Story
Practice Management Aaron Berson, CPA, on Integrating Technology Into a Tax Practice October 22, 2019 October 21, 2019 / Intuit ProConnect Team In this video, learn how Aaron Berson, CPA, addressed technology issues in a tax practice. Full Story
Practice Management, Workflow tools eSignature Reimagined for ProConnect™ Tax Online, Lacerte® and ProSeries® October 16, 2019 / Intuit ProConnect Team Learn more about how eSignature can speed workflow in your tax practice. Full Story
Grow your practice, Practice Management 4 Surprisingly Simple, Low-Cost Tips to Grow Your Tax and Accounting Firm October 14, 2019 October 8, 2019 / Mariette Martinez, EA Sometimes, the basics are better! Get expert advice from Mariette Martinez, EA, on how to find clients without breaking the bank. Full Story
Grow your practice, Practice Management Short and Sweet Networking Tips for Your Tax Practice October 9, 2019 September 26, 2019 / Scott Cytron Learn how your peers network, and find out their best advice for seeking and finding referrals. Full Story
