Online
Gain Clarity and Transparency in Your Firm with Intuit Practice Management
Presented by Susan Tinel
During this one-hour webinar, we will take a deep dive into what it takes to reach that final, ultimate goal of full integration between your tax software and workflow tools, achieving clarity with firm transparency. The ability to see, in a few clicks, everything you need to know, on anything, on any client. Get some great tips, hacks and real-life war stories from Susan Tinel, EA, a bona fide user of Intuit Practice Management.
Together we will explore:
- The realities of “getting there” – When is it right? When is it time? Discover the steps to take while getting started with Intuit Practice Management. Learn how to map out your processes, look under the hood of your firm and tinker around.
- Lists & workflow – Cleaning this area up can be painful, but the rewards are well worth it. What do these items mean to your firm? and how Intuit Practice Management can help you snap this part into alignment.
- Overthinking it and doubt – We have this terrible tendency to overthink things as tax professionals. It’s what makes us good at what we do, but it can just trip us up when it comes to managing our firms and tax seasons. Gain insight on how technology (and Intuit Practice Management!) can help us jump the hurdles we often place in front of ourselves.
- The magic of integrations – Learn tips on how to use Intuit Practice Management as your baton and turn your office chair into a director’s chair. When everything clicks into place, it is magic!