Innovative Products Drive Efficiency in Your Practice
Now that tax season is over, it’s time to focus on ways to make your practice shine! Jim Buffington, CPA, Customer Liaison in Intuit’s ProTax Group, discusses the latest innovations in Lacerte and ProSeries, and brings you up to date on Lacerte’s and ProSeries’ integration with QuickBooks. Don’t miss this article! More From Jim
3 Ways I’m Using Intuit eSignature to Improve My Practice
Akilah Curtis discovered how to make her service delivery more efficient by using Intuit eSignature – and you can, too. She explains 3 benefits to her practice and even offers advice on how to use it in other ways. Learn More
What Clients Look for When They Switch Accounting Firms
Improve your recruitment by getting great insight on what motivates clients to change firms; grow your practice with this expert advice from Sandi Smith Levya, CPA. Sandi Explains
Best Practices From Tax Season 2014
From better ways to use technology to improved workflow techniques, Shayna Chapman, CPA.CITP, offers practical ways to help you change your practice – for the better! Find Out More
How to Set Up Intuit Link With Lacerte
Simplify client communication, get real-time status updates and gather tax data in a single, secure portal. In this video, learn how to set up Intuit Link for hassle-free data collection. It’s included in Lacerte. Watch the Video
Key Feature Videos and PDFs Offer Expanded Learning
Brush up on your skills or learn something completely new with ProSeries key feature videos and how-to PDFs; all videos are presented by your peers. Get the Videos
Come See Us at Spring and Summer Conferences and Trade Shows
Learn, explore and find out more about Lacerte at spring and summer accounting conferences and trade shows. Get personal guidance and get your questions answered – in person! Come See Us!
Tax Law Updates
2014 Filing Requirements: Repair Regulations & Change in Accounting Method
Intuit’s Senior Tax Analyst, Mike D’Avolio, explains the simplified rule in Revenue Procedure 2015-20 for making an accounting method change. Read More
May 2015 Tax Compliance and Due Dates
It’s time to organize your office and get ready for long-term planning. Get up to speed on key compliance dates and what you need to tell your clients. Get the List
Read Intuit’s “Above the Forms” Blog
From legislative updates to practice tips, Intuit’s new Above the Forms blog helps keep you current. Contributors include CeCe Morken, Senior Vice President and General Manager of Intuit’s ProTax Group. Find it on Intuit Accountants News Central. Read it Today
Technology & News
Coming Soon: New Lacerte and ProSeries Websites!
Get ready for an improved Lacerte and ProSeries experience. We’re going to roll out our new website in July, separate from your “My Account” login screen, so stay tuned for more information and updates.
Generating Positive Buzz Isn’t as Hard as You Think
Creating engaging marketing campaigns is key to attracting and retaining clients. Here are some tactics that don’t cost a lot of money or take a lot of time. Check it Out
Intuit Pays it Forward With Refund Transfer and American Express Serve® Offers!
In TY14, Intuit launched a program that helps preparers grow their practice and make more money. Meet Letecia Gonzalez and Robert Sanchez, two Intuit customers who improved their business and the financial lives of their clients. Find Out More