Intuit ProConnect Trains its ProSeries Customers on Multiple Fronts!

Practice Management, Training Training_01

We heard from you that you really value being trained by experts on our best-in-class tax products, as well as topics such as the Affordable Care Act, tax law changes, and security and identity theft. You especially like the training when it’s live, free and when it provides Continuing Education credit.

We have answered the calling and covered all the bases! Here is a recap of our numerous training efforts this year, the fantastic reach and results we received, and what you might expect to be offered in 2016-17:

Training Reimagined! – Live Webinar Series

Our goal was to provide valuable and educational content that motivates and helps you get ready for the upcoming tax season. We tried to reimagine the ProSeries® webinar series based on vital tax pro feedback, as well as insight from our marketing, product development and training teams.

Consequently, we brought product demonstrations to the forefront. This year, we included important productivity tips and tricks to provide you with insight about our in-product tools and help you save time. We also included new services offerings, and explanations about how you can grow your business and make a difference in your clients’ lives. We also brought in product managers to moderate the chat aspect, providing them with real-time product feedback. This is a partnership, and we could not have done it without your feedback. Hopefully, this commitment was apparent, and we look forward to next year’s live webinars series.

Here is a recap of our training classes and results:

Tax Law and ACA Updates

  • Speakers: Mike D’Avolio and Laura Grether; moderators: Alicia Robinson and Don Malooly
  • 15 sessions, 4,018 attendees
  • Average rating: 4.18 out of 5 stars
  • Your feedback: Good updates! I found it helpful to prepare for 2015 tax returns.

Security and Identity Theft

  • Speaker: Jim Buffington; moderators: Amy Clark and Melanie Milton
  • 7 sessions, 2,580 attendees
  • Average rating: 4.25 out of 5 stars
  • Your feedback: I thought the information was very timely. Mr. Buffington presented the information in a well-organized and thoughtful manner.

What’s New in ProSeries

  • Speakers: Melanie Milton and Drina Goo; moderators: Julie Kozloski and Chris Hodge
  • 18 sessions, 3.215 attendees
  • Average rating: 4.15 out of 5 stars
  • Your feedback: The presenter was very knowledgeable and the information was very in depth!

Self-Paced Training via the Training Portal

We have begun investing in the online training experience this year and launched a new innovative portal in November 2015. To date, approximately 5,000 unique customers have interacted with the portal more than 12,000 times. The portals offer a personalized and interactive experience by offering training modules that allow you to actually work in a simulated environment of our products. The experience is personalized through automated tracking of completion so that you know exactly what modules you have taken and which you have not. We intend to continue to expand the library of content in these portals, making it increasingly valuable for you.

Come to the ProSeries self-paced training portal and learn from our team of gurus that pulled it all together. There’s even a quick video featuring each person involved so that you can associate a face with the voice as you learn about our products.

Some of the top recorded webinars are our portal include:

Looking Forward to Tax Year 2016

While it’s still early, we are already talking about our investment in this important work to provide you more great training in tax year 2016. Anything could change at this point, but we are looking at providing webinar training on important topics, and continuing to offer more and more content in our self-paced training portals. We are also planning to offer training beyond just the fall and are considering some topics to offer in the summer. Stay tuned – there’s more to come!