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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.

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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.

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Practice Management

5 Tips to Help You Get More Done This Tax Season

January 17, 2018 / Debra Kilsheimer

It’s that time again, and we either love it or hate it. What’s the secret to a great tax season? After 30+ years of weathering this storm, here are five ideas that will help you have a successful year: #1:...

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Practice Management

How Did Your Tax Season Go? Bryce Forney Talks Technology

May 9, 2017 September 14, 2018 / Bryan Cytron

Did you accomplish your goals for the most recent tax season? What role did technology play in expediting your work? In “Reflecting on Your Tax Season and How To Improve The Next One,” a session held during the April Intuit®...

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Intuit® ProConnect™ News

Lacerte® Team Receives Warm Welcome From Many Loyal Customers

February 2, 2017 / Mike D'Avolio, CPA, JD

From Nov. 10 through Dec. 9, 2016, two teams of Intuit® ProConnect™ Lacerte® instructors visited and trained more than 1,900 loyal customers in 15 cities across the country in California, Maryland, New York, Illinois, Nevada, Colorado, Arizona and Texas. The...

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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 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

Learn How Connectivity Tools Can Transform Your Practice

September 26, 2016 October 17, 2017 / Christiane Hile

“Embrace innovation and change.” This familiar advice was reiterated recently by Mark Koziel, vice president, Firm Services & Global Alliances for AICPA, in an interview with the Journal of Accountancy. In another response to how firms are preparing to experience...

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