Prepare to dive into an energetic, two-day virtual event packed with integrated workflow solutions designed to propel your firm forward. You'll participate in expert-led sessions and practical workshops that give you the tools to streamline your practice, master your security strategy, and redefine what a successful tax season looks like.
Earn up to 5 free CPE credits while you connect with ideas that educate, integrate, and excite.
Agenda
September 30 9:00 AM - 9:15 AM
Keynote: Maximizing Your Tech Stack
Welcome to ConnecTax 2025! This keynote will highlight how tax and accounting firms can significantly boost efficiency by optimizing their tech stack. We'll explore practical strategies for streamlining operations, moving beyond traditional app usage to build a truly modern practice. Get ready for insights on maximizing your current tools and preparing your firm for future success.
September 30 9:15 AM - 10:15 AM
Harnessing Tools for a More Efficient Practice
Course description: Get a head start on optimizing your practice. This session provides a practical overview of what your workflow could look like. We will be referencing Intuit's powerful workflow tools as an example to get you thinking ahead for the workshop that follows, showing how you might streamline and automate your firm's tasks. Discover the possibilities and envision a more efficient workflow before diving deeper in the next session "Mapping Your Way to a More Efficient Practice"
CPE: 1
September 30 15-Minute Break 10:15 AM - 10:30 AM
September 30 10:30 AM - 11:30 AM
Workshop: Mapping Your Way to a More Efficient Practice
Course Description: Optimizing your firm’s workflow is paramount to your efficiency and success, but how do you confidently select and integrate technologies that align with your firm's strategic goals and client needs? This workshop tackles those challenges to help you identify your firm's opportunities to improve and helps you map out your new workflow to implement integrated, cloud-based solutions that create capacity for your firm.
CPE: 1
October 1 9:00 AM - 10:00 AM
Fortify Your Firm: Data Security & Lasting Trust
Course Description: Tax and Accounting professionals know client data security isn't just good practice—it's a non-negotiable requirement, driven by evolving regulations and industry guidance. This session equips your firm with proactive risk management solutions, and provides examples of how you can guard against breaches. Robust security isn't just about compliance; it's fundamental to client trust and your firm's long-term success. Gain the insights to confidently navigate this critical area.
CPE: 1
October 1 10:00 AM - 10:15 AM 15-Minute Break
October 1 10:15 AM - 11:15 AM
Inside the Modern Firm: A Conversation on Staffing, AI & Client Growth
Course Description: Today's tax and accounting firms are faced with significant staffing challenges. Join us for an insightful peer interview session where you’ll learn how one firm is successfully navigating talent acquisition, resource allocation, and team productivity. We'll explore their innovative strategies, including the use of AI as a digital assistant and best practices for remote work. Gain valuable insights into hiring practices, client referral programs, and leveraging tools and resources to build a resilient firm.
CPE: 1
October 1 11:15 AM - 11:30 AM 15-Minute Break
October 1 11:30 AM - 12:30 PM
Build a Connected Firm: Optimizing ProConnect Tax with Essential Integrations
Course Description: Ready to make your practice run smoother and smarter? This session is your chance to experience the power of the Intuit platform and its partners in our online solutions. We will showcase and spend time in the solutions to demonstrate how linking key tools like QuickBooks Online Accountant, ProConnect Tax, Intuit Tax Advisor, Protection Plus, and Intuit eSignature creates super-efficient, best-in-class workflows. See how this integrated approach helps you do 'more with less,' opening up time to explore new services, and find ways to grow your practice or just have more time to apply to your other life priorities.
CPE: 1
October 1 11:30 AM - 12:30 PM
Build a Connected Firm: Optimizing Lacerte & ProSeries with Essential Integrations
Course Description: Ready to make your practice run smoother and smarter? This session is your chance to experience the power of the Intuit platform and its partners in our desktop solutions. We will showcase and spend time in the solutions to show you how linking key tools like Intuit Hosting, QuickBooks Accountant, Lacerte, ProSeries, Protection Plus, and Intuit eSignature creates super-efficient, best-in-class workflows. See how this integrated approach helps you do 'more with less,' opening up time to explore new services, and find ways to grow your practice or just have more time to apply to your other life priorities.
CPE: 1
