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Secure, Automated Document Management for Your Intuit Tax Workflow
When every client file contains sensitive data, secure document management isn't just another tool—it's the foundation everything else builds upon. As Intuit's recommended document management solution, SmartVault creates an automated end-to-end solution specifically designed for Intuit users—on ProSeries®, Lacerte®, ProConnect™, and QuickBooks®.
Documents flow seamlessly from initial client upload through tax preparation to final delivery—all while maintaining rigorous security at every step of your Intuit workflow.
Join us to discover:
Why secure document management must be at the core of your Intuit tech stack
How SmartVault automates workflows across the entire Intuit suite (ProSeries, Lacerte, ProConnect, and QuickBooks)
The power of automatic document routing built specifically for Intuit tax software
Why SmartVault is the only DMS with a jointly-developed integration with Intuit
How 18,000+ Intuit firms streamline their practice with SmartVault
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Description
If your firm wants the flexibility and efficiency of cloud-based tax software, or is struggling to manage remote employees or software updates, or desires the efficiency of having all the tools you need in a single application, then you should attend this webinar. In this course, you will see a live demonstration of Intuit ProConnect Tax, the most widely used cloud-based tax application for professional tax firms. You’ll learn why many larger firms are switching to ProConnect, which is built on the Lacerte engine but offers the flexibility and power of a scalable, modern solution. We will cover what makes ProConnect uniquely better than other solutions, including features that exceed the needs of a modern high-volume firm to collaborate on returns, review the work of others, work anytime anywhere, and more. See a demonstration of several powerful integrations, including how seamlessly you can transfer QuickBooks into ProConnect, and how you can create custom tax plans in minutes to show clients valuable savings by using tax strategies automatically generated from their ProConnect Tax returns.
LEARNING OBJECTIVES:
Identify the benefits of using ProConnect Tax
Identify time-saving features built directly into the software
Recognize tools in ProConnect Tax to help manage firm workflow and increase productivity especially for high-volume firms
Understand how to import QuickBooks data into a tax return
Identify how the Link client portal gathers client data and imports it directly into the tax return
Understand how to leverage Intuit Tax Advisor to generate tax advisory insights without manual work, quantify savings from various tax strategies, calculate estimated tax payments, and generate summary reports to give to clients
Establish familiarity with features especially valuable for larger firms such as tickmarks for review, batch e-filing, automatic apportionment for business returns, partnership special allocations, robust user notes with user, date and time stamping, and more
Determine how to sign up for ProConnect Tax
WHO SHOULD ATTEND?
CPE & CE: 1