Practice Management, Workflow tools How to collect documents from clients while working remotely April 23, 2020 May 18, 2020 / Mariette Martinez, EA Find out how Mariette Martinez, EA, set up her systems to ensure a seamless collection of tax and other documents, all from her home office without seeing clients in person. Full Story
Practice Management, Workflow tools Improve your tax firm’s efficiency with these practice management programs and apps March 13, 2020 May 7, 2020 / Timothy L. Wingate Jr., EA Timothy L. Wingate Jr., EA, discusses five practice management programs and apps that make his firm more efficient. Full Story
Intuit® Accountants News, Practice Management, Workflow tools 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. 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, Workflow tools eSignature Reimagined for ProConnect™ Tax Online, Lacerte® and ProSeries® October 16, 2019 April 3, 2020 / Intuit Accountants Team Learn more about how eSignature can speed workflow in your tax practice. Full Story
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 May 7, 2020 / 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
