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Description
Maximizing efficiency and reducing manual processes are crucial to meeting client demands and driving firm productivity. This course provides a comprehensive look at Intuit ProConnect Tax’s built-in automation and workflow tools designed to minimize data entry, increase accuracy, and boost productivity.
Participants will learn how to streamline their tax preparation workflows through document import features, IRS transcript retrieval, and integrated protection tools, enabling them to complete returns more quickly and confidently. By implementing these strategies, tax professionals can increase their capacity, enhance client service, and achieve a more profitable and competitive practice.
By attending this course, attendees will be able to:
Use Intuit Link to (a) efficiently and securely sign engagement letters and obtain client information, and (b) import client documents into ProConnect Tax returns and minimize data entry errors.
Retrieve IRS transcripts directly within ProConnect Tax, enabling quicker access to client tax records and insights into potential issues or discrepancies.
Evaluate how the features of Protection Plus will help safeguard your clients’ tax information and recover from any potential identity theft incidents.
Who Should Attend? Tax professionals who are considering ProConnect Tax, new users to ProConnect Tax familiar with fundamental program concepts, and current ProConnect Tax users who want to reinforce their understanding of data entry in ProConnect.
Course Level: Basic Course Length: 60 Minutes Delivery Method: Group - Live Internet Field of Study: Tax - Technical CPE: 1 CE: 0
Register here
Description
Get a jump start on your TY25 tax season with Empower 2025: Tax Season Readiness virtual conference! Join us for a single day of learning and discovery of essential insights from our top experts who will share strategies for a smarter, faster and more efficient tax season. Deep dive into the latest tax law changes and learn about all the exciting Intuit product updates. We can't wait to see you there!
Bonus: Earn up to 5 CPE and 2 CE credits - FREE!
Agenda
November 13 9:00 AM - 9:50 AM
Keynote Fireside Chat: Productivity & Wellness in Tax Season - How to Optimize Both
This keynote focuses on why mental health is essential and how it influences both personal productivity and the wellbeing of your business. The presenters will share honest experiences and offer actionable advice, highlighting the benefits of vulnerable leadership. By openly discussing challenges, setting boundaries, and encouraging support, teams can learn to spot burnout, evaluate risk factors, and apply strategies that ease stress, strengthen resilience, and boost performance. In addition, we’ll outline organizational and leadership approaches that foster psychological safety and help create a workplace where productivity and wellness thrive.
CPE: 1 CE: 0
November 13 9:50 AM - 10:00 AM 10 Minute Break
November 13 10:00 AM - 11:00 AM
Tax Season Briefing for Intuit Lacerte
In this session you will learn what new features, enhancements, and solutions have been added to the Tax Year 2025 Lacerte Program and the Intuit ecosystem. This will include both tax specific enhancements, program operational enhancements, and workflow tool enhancements as well as handy tips and tricks. This session will help prepare you for the tax season by getting the most from your software.
CPE: 1 CE: 0
November 13 10:00 AM - 11:00 AM
Tax Season Briefing for Intuit ProSeries
In this session you will learn what new features, enhancements, and solutions have been added to the Tax Year 2025 ProSeries Professional program and the Intuit ecosystem. This will include both tax specific enhancements, program operational enhancements, and workflow tool enhancements as well as handy tips and tricks. This session will help prepare you for the tax season by getting the most from your software.
CPE: 1 CE: 0
November 13 10:00 AM - 11:00 AM
Tax Season Briefing for Intuit ProConnect Tax
In this session you will learn what new features, enhancements, and solutions have been added to the Tax Year 2025 ProConnect program and the Intuit ecosystem. This will include both tax specific enhancements, program operational enhancements, and workflow tool enhancements as well as handy tips and tricks. This session will help prepare you for the tax season by getting the most from your software.
CPE: 1 CE: 0
November 13 11:00 AM - 11:20 AM 20 Minute Break
November 13 11:20 AM - 1:20 PM
TY25 Tax Law Updates, Planning Tips & Strategies
Mike D’Avolio, CPA and Megan Leesley, CPA will provide a comprehensive review of individual and business tax law changes, tax form changes and key insights for Tax Year 2025. This session will cover important changes from the Big Beautiful Bill Act.
CPE: 2 CE: 2
November 13 1:20 PM - 1:35 PM 15 Minute Break - Stretch Break
November 13 1:35 PM - 2:35 PM
The Intuit Tax and Accounting Ecosystem
This session provides accounting and tax professionals with a comprehensive overview of the Intuit Tax and Accounting Ecosystem, enabling you to boost efficiency, streamline operations, and more faster, confident decisions. The focus will be on the powerful new tools and the latest strategies to streamline integration between Intuit's accounting solutions and ProConnect Tax software. Attendees will learn how to refine their workflow, improve data transfer, and leverage key features for a more efficient and profitable tax season.
CPE: 1