Time-Saving Features to Maximize Efficiency in ProConnect Tax - October 31, 2023

Using your tax software doesn’t have to be scary! Join us as we treat you to some of the most beneficial tricks to maximize efficiency in ProConnect Tax. 

We will showcase the top five time-saving automations built into ProConnect Tax. This includes direct data import, financial institution integration, client portal import, robust diagnostics, as well as reporting and insights that can help your firm find ways to improve and build efficiencies in your workflow. We also do not want to forget one of the most substantial automations for new and returning firms to bring their prior year tax data into ProConnect Tax: tax data conversion. 

 LEARNING OBJECTIVES:
By completing this session, you will be able to:

• Import data directly into ProConnect
• Utilize client collaboration to reduce or eliminate manual data entry
• Minimize the number of rejections, amended returns, and notice letters received
• Gain key insights to your firm and staff
• Transfer client data from other software into ProConnect Tax

WHO SHOULD ATTEND?
Anyone that prepares or is interested in preparing tax returns in ProConnect Tax

Course Level: Basic
Course Length: 60 Minutes
Prerequisites: None
Delivery Method: Group-Internet 
Field of study: Computer Software & Applications – Non-technical
Recommend CPE: 1
Recommend CE: 0