Hack Tax Year 2023 with Intuit's Workflow Solutions - January 23, 2024

If you are curious how leading firms are elevating their workflow and clients’ experiences, then this session is for you! While there are a lot of potential Intuit workflow solutions that your firm could utilize, we are confident that you and your clients can benefit from learning more about them and potentially making some of them essential components to how your firm runs.  

Join us for this session as we discuss not only how the various Intuit workflow solutions are utilized, but also discuss best practices, practical insights, and tips for utilizing them with your professional tax software.             

Learning objectives:
By completing this webinar, you will be able to:

• More effectively engage with clients
• Facilitate a more dynamic environment for staff and colleagues
• Identify clients that are most impacted by Intuit solutions
• Provide services more effectively within your firm
• Feel confident that you have the tools necessary to be successful this tax season 
 
Who should attend?
Anyone who is currently or is considering using ProSeries, Lacerte, or ProConnect Tax.

Course Level: Basic 
Course Length:  60 Minutes
Prerequisites:  NONE 
Delivery Method: Group-Live Internet
Field of Study:  Computer Software and Applications - Non-technical
Recommended CPE: 1
Recommended CE: 0