ProConnect™ Tax Online Continues to Invest in Powering Prosperity for You and Your Clients

Practice Management, Training tax training

We continue to invest in our Intuit® ProConnect™ Tax Online customers in a multitude of ways. In addition to continuing to make ProConnect Tax Online a powerful tax preparation product, we are building additional training programs to help ensure you are maximizing the value of the software 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.

Tax Planning Boot Camp – Virtual Conference

Tax reform presents a great opportunity to transform your practice and increase your value as a trusted advisor for clients through proactive tax planning. When we surveyed tax pros who attended our tax reform webinars, more than 70 percent said they plan to perform tax planning services for at least half of their clients in 2018.

The ProConnect Tax Planning Boot Camp is the conference to educate staff, define tax planning strategies and transform your practice to deliver continuous, forward-looking services that help your clients prosper. Many firms have traditionally focused on tax preparation, viewing tax planning as a side business when requested. Tax reform provides the stimulus to change the paradigm to become forward-looking tax strategists who proactively minimize taxes. We will teach you how to view your clients holistically, across all their business activities and goals, and develop ongoing tax strategies that reinforce your value as a trusted advisor. Practitioners will share how to transform your tax preparation practice into a tax planning practice. We’ll also provide ideas to better market your tax planning expertise, and share tools to help you be productive and stay deeply engaged with your clients.

Our goal is to help you power prosperity for your clients through effective tax planning strategies, proven business practices and cutting-edge collaboration solutions. While the live event has passed, you can watch the recording of this six-hour, engaging conference. You do not have to be a current customer to view. No CPE/CE credit is available for watching the recording.

Agenda

  • Tax Reform: Understanding the Fundamental Changes
  • Networking Break
  • Tax Reform: The Qualified Business Income Deduction
  • Tax Planning Workflow
  • Tax Planning Strategies

Watch now.

Webinars

From June 2017 through March 2018, customers took advantage of our webinars more than 50,000 times!

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

  • Tax Reform Overviews & Deep Dives
  • Tax Planning Strategies and How-to
  • Safeguarding Taxpayer Data (Fundamentals & Intermediate)
  • Customizing Your Product
  • Business Returns
  • Basic & Intermediate Data Entry Courses

Our webinars are open to anyone interested in learning more about ProConnect Tax Online, even if you aren’t a current customer, and taught by industry experts and customers who know the depth of our products and how to apply them to your everyday work. We also make recordings of them available so you can watch them at your own pace. And, best of all, you can earn this valuable CPE and CE free! Please note, webinar recordings are not eligible for CPE.

In addition to new topics, we are also refreshing the overall experience to more easily choose the webinar topics that are good for you and you practice, as well as a cleaner look and feel during the webinars.

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.

Hear from a fellow ProConnect Tax Online learner and user:

“When I saw the email about these webinars, I immediately registered for all of them and so glad I did! I love all-things Intuit and now I’m falling in love with ProConnect Tax Online, too! I appreciate what you’re all doing with the education side of the software. It’s going to be a good fit for my practice.” – Tricia Compton, Compton Business Solutions, Inc.

TaxPro Talk (#TPT)

At Intuit ProConnect, we understand you have a lot of information to process during tax season. TaxProTalk (#TPT) is your ideal resource to get updates related to tax, your tax products and best practices related to your firm. Check out our new YouTube series hosted by ProConnect tax experts Anthony Hunt, Jim Buffington, CPA, and Kevin Reinard as they share updates on tax products, tax reform, training and best practices related to your firm.

We’ve completed 13 videos and plan to expand this format to deliver more of the current industry, product and tax law news to help you stay at the top of your game.

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 May 15. 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 objective. Plus, you can earn CPE credits. Learn more.

 

Editor’s note: This article was originally published on May 10, 2018, but was updated with information about the boot camp on Oct. 8, 2018.