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Practice Management

Benefits of the Cloud for Tax Professionals

June 7, 2019 May 24, 2019 / Tara Stratton

Increase your knowledge of working with your tax clients in the cloud with this list of recent articles.

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Intuit® ProConnect™ News

Trial Balance in QuickBooks® Online Accountant Reimagined to Prep for Taxes

April 29, 2019 August 8, 2019 / Firm of the Future Team

Simplify your review process with the Prep for Taxes tool, the reimagined Trial Balance.

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Intuit® ProConnect™ News

Intuit® Takes 11 Top Software Spots in 2019 Readers Choice Awards

April 26, 2019 August 8, 2019 / Firm of the Future Team

See this year’s list of winners in the 2019 Readers Choice Awards, including Intuit ProConnect Lacerte, ProSeries and other products.

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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.

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Practice Management

How to Prepare Your Firm for Online Transformation

November 26, 2018 May 14, 2019 / Chris James, JD

Find out how Chris James, JD, moved his firm’s tax preparation, bookkeeping services and client files to the cloud.

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Intuit® ProConnect™ News

New! Quickstart Templates and Notifications for QuickBooks Online Accountant

October 26, 2018 August 8, 2019 / Jacob Schroeder, CPA

Streamline workflow with two new QuickBooks Online Accountant features: Jump start projects and tasks, and get email/Slack notifications.

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Practice Management

Interview With Michael Hitchcock, QBOA Practice Management Visionary

August 8, 2018 August 13, 2018 / Intuit ProConnect Team

Hear the latest in QBOA Practice Management Strategy from product manager Michael Hitchcock.

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Practice Management, Workflow tools

Tax Pros for Reel: What Do you Think About the Practice Management Tool in QBOA?

August 7, 2018 August 9, 2019 / Tara Stratton

Intuit ProConnect tax professionals and QuickBooks accountants share their thoughts on the Practice Management Tool within QuickBooks Online Accountant.

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Practice Management

A Case Study: How Using ProConnect™ Tax Online and QuickBooks® Online Can Benefit Your Practice

June 13, 2018 July 31, 2018 / Tara Stratton

Find out how Mariette Martinez, EA, her practice, and her clients have benefited from moving tax and accounting to the cloud.

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Practice Management

Firm of the Future Profile: Jan Haugo & Associates

June 6, 2018 August 8, 2019 / Mindy King

Find out more about the tools Jan Haugo uses to position herself as a Firm of the Future, including QuickBooks Online Accountant and Intuit ProConnect Tax Online.

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