Lacerte® Training and Education for 2019

Practice Management, Training

We continue to invest in our Intuit® ProConnect™ Lacerte® customers in a multitude of ways. In addition to continuing to make Lacerte a powerful tax preparation product, we are building additional training programs to help ensure you are maximizing the value of Lacerte and its capabilities. Additionally, we are expanding our training library to include topics that will help you build key skills to position your firm for success in the future.

Lacerte Season Readiness Live Tour

We are reimagining the Lacerte Season Readiness Tour this year. In the past, the most common request we heard from you was, “Will it be recorded and made available online?” This fall, we’ll make the tour available online for this first time. We will offer the Live Tour experience in five major cities across the United States, including Dallas, Chicago, New York, Los Angeles and in San Jose at QuickBooks Connect.

We plan to offer pre-registration as early as this summer to help make sure you are available at the time of the event for which you want to attend. There will be a fee of $149 per person to reserve your seat, but we will offer an early-bird price of $99. Our teams are already working hard to create an amazing program this year, jam-packed with awesome content. We are confident you will walk away feeling that attending the tour was well worth the money.

Webinars and Virtual Conferences

We offer a multitude of training and educational programs that allow you to earn CPE while sharpening your skills and knowledge, all from the comfort of your home or office.

Webinars. Here’s a glimpse at just some of the topics we plan to cover this year:

  • Tax reform overviews and deep dives
  • Tax planning strategies and how-to
  • How to build a tax practice of the future
  • End-to-end product training for new users, or refreshers for existing users

Our webinar programs are open to anyone interested in learning more about Lacerte, even if you are not a current Lacerte customer. Our webinars are delivered by profession experts and Lacerte customers who know the depth of our products and how to apply them to your everyday work. We also make recordings* available so you can watch them at your own pace, and best of all, you can earn this valuable CPE and CE free!

Check out our webinar page in the June/July timeframe to see our new lineup of top requested topics based on your feedback. New webinars begin in July, but you can check out last year’s recordings right now.*

ProConnect Virtual ConferenceVirtual conferences. We will also be hosting two virtual conferences this coming year. Virtual conferences are a series of training programs delivered in a one- or two-day program, packed with tons of educational in one big event. You also have the opportunity to network with peers and Intuit team members, and the best part is that you don’t have to leave your office because it’s all online. You can also earn free CPE.

In November, we will offer a full-day season readiness conference that will deliver tax law training to help you get ready for tax season, along with training on what’s new in Lacerte for tax year 2019 – just in time for Lacerte to be available for you to download and begin preparing for busy season.

In January 2020, we will offer a new user virtual conference. This is targeted for new Lacerte customers and new team members at your firm. Or, you might decide to come for a refresher to help you be efficient and effective just before it’s time to start preparing your clients’ returns. You can come for all or some of the event.

*Webinar or virtual conference recordings not eligible for CPE.

Enhancing your Personalized Training Portal with AI

Lacerte Training Portal 2019On top of the fact that the enhanced Lacerte Training portal will now recommend content to you using machine learning technology, we are continuing to add even more valuable content! We plan to add new and refreshed videos to ensure we continue to offer as much training as we can in small, bite-sized pieces. We also now have multiple white papers (not eligible for CPE/CE) that you can read at your leisure. White paper topics include:

  • Professional Tax Planning Guide 2019
  • Safeguarding Taxpayer Data and Identity Theft Protection
  • Basis in the World of Tax
  • Five Ways to Win Business Away From Neighborhood Tax Stores
  • The Paperless Tax Practice: Benefits, Hurdles and Processes

Log in to your personal training portal and start taking advantage of all the great capabilities of Lacerte. You must be a current Lacerte customer to login.

Tax Pro Center

Tap into the Tax Pro Center to stay in the know and at the forefront. Gain insights into industry trends, news and tips from our tax professional customers and Intuit experts.

TaxProTalk #TPT

TaxProTalkAt Intuit ProConnect, we understand you have a lot of information to process during tax season. TaxProTalk (#TPT) is your video resource to get updates related to tax, your tax products and best practices related to your firm. Join ProConnect tax experts Jim Buffington, CPA, Anthony Hunt, and Kevin Reinard as they share updates on tax products, tax reform, training and best practices related to your firm.

Invest in Your Future with QuickBooks® Online Training and Certification

The QuickBooks Accountant Education team is offering free, in-person training events across multiple cities starting in May. Taught by QuickBooks Online Certified ProAdvisors®, these sessions will help accounting professionals master Quickbooks Online, become trusted advisors and grow their practice. Select from three different courses that best fit your learning objectives. Plus, you can earn CPE credits.


Hosted tax software