Practice Management, Workflow tools Creating Your Cloud Workflow: Why it’s More Secure and Productive August 9, 2019 August 2, 2019 / Renee Daggett, EA Make the transition from desktop workflow to cloud workflow with these tips from Renee Daggett, EA. Full Story
Practice Management, Workflow tools Use Tax Season to Shift From Tax Prep to Tax Planning March 15, 2019 May 14, 2019 / Scott Sloan, CPA / Kessla Sloan Find out how SKYsmb uses Tax Planner in Intuit® ProConnect™ Tax Online to move the client conversation from tax preparation to tax planning. Full Story
Practice Management, Workflow tools TaxProTalk: A Firm Transitions Tax Software to Grow, Move to the Cloud March 13, 2019 May 14, 2019 / Jim Buffington, CPA Find out how McGinnis & Berger, LLP, transitions tax software to grow their practice and move to the cloud. Full Story
Practice Management, Workflow tools Top Apps That Will Maximize Your Time This Season February 22, 2019 July 1, 2019 / Robbie Randall Maximize your time and productivity and stand out from the competition with this list of technology tools you can use in your tax practice. Full Story
Practice Management, Workflow tools Top Tech Tools to Maximize Your Time This Tax Season – Powered by Intuit February 6, 2019 February 20, 2019 / Robbie Randall Learn how to work smarter this tax season with Intuit ProConnect tools. Full Story
Practice Management, Workflow tools 3 Workflow Improvements Every Tax Firm Should Implement January 9, 2019 / Kessla Sloan / Scott Sloan, CPA Get more efficient with these three workflow improvements for your tax practice. Full Story
Practice Management, Workflow tools How to Simplify the Finish and File Process October 25, 2018 October 29, 2018 / Jim Buffington, CPA Find out how you can update your finish and file workflow to improve productivity and your client experience. Full Story
Practice Management, Workflow tools The Top 3 Tech Trends You Should Embrace to Automate Your Tax Firm September 11, 2018 May 14, 2019 / David Bergstein, CPA, CITP, CGMA Learn about the three tech trends every tax professional should consider embracing to thrive in the future. Full Story
Intuit® ProConnect™ News, Practice Management, Workflow tools A Walk in the Cloud Could Clear Away the Tax Reform Blues August 24, 2018 March 5, 2019 / Bianca Lee Discover how Intuit ProConnect Tax Online can help you and your clients manage tax reform in tax year 2018. Full Story
Practice Management, Workflow tools Important Tools to Help You Manage Your Tax and Accounting Practice August 17, 2018 / Kessla Sloan Learn how accessible tools and an ergonomic work environment can help you define and improve your tax and accounting practice’s workflow. Full Story
