Maximizing efficiency and reducing manual processes are crucial to meeting client demands and driving firm productivity. This course provides a comprehensive look at Intuit ProConnect Tax’s built-in automation and workflow tools designed to minimize data entry, increase accuracy, and boost productivity. Participants will learn how to streamline their tax preparation workflows through document import features, IRS transcript retrieval, and integrated protection tools, enabling them to complete returns more quickly and confidently. By implementing these strategies, tax professionals can increase their capacity, enhance client service, and achieve a more profitable and competitive practice.

Learning Objectives:

• Use Intuit Link to (a) efficiently and securely sign engagement letters and obtain client information, and (b) import client documents into ProConnect Tax returns and minimize data entry errors


• Retrieve IRS transcripts directly within ProConnect Tax, enabling quicker access to client tax records and insights into potential issues or discrepancies


• Evaluate how the features of Protection Plus will help safeguard your clients’ tax information and recover from any potential identity theft incidents

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222