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QBTalks Apps September: Examining the Intuit (Professional) Tax Products
Examining the Intuit (Professional) Tax Products
Host: William "Murph" Murphy
Presenter: Dr. Christine Gervais
Sponsor: Financially Fit Business
With an increase in tax return complexity, and accelerated firm growth, it’s the perfect time to consider tax preparation software before the 2026 tax season. Insightful Accountant’s Dr. Christine Gervais, Sr. Editor of Tax Practice News, will be joining Murph this month to examine Intuit’s various professional tax products.
They will examine the key features and differences between Intuit’s ProSeries is a desktop tax software. Lacerte, a desktop tax software for larger firms preparing complex returns, and ProConnect, Intuit’s cloud-based tax software.
While Christine knows tax, and what she expects from her tax software, and will give you her insights about each of these programs, Murph understands the in-and-out of the connectivity of these tax offerings with Intuit’s QuickBooks lineup.
You could literally spend 3 or more hours getting an overview and sales pitch on each of these tax programs before you ever figured out which of them would work best in your firm and with your clients. Instead, by the end of this one-hour CPE qualified webinar, you should have a clear picture of the best solution for your practice situation.
Upon completion of the webinar, participants should be able to:
- Identify (from a list provided) which tax practice tool(s) you currently are using for the preparation of the individual and business tax returns for your clients.
- Match (from a list provided) which of Intuit’s professional tax software programs are either cloud-based or desktop solutions.
- Select (from a list provided) which of Intuit’s professional tax software programs have integration with Intuit Accountant Suite which will replace QBO-Accountant in January 2027.
So be sure to join Murph and Dr. Christine Gervais on September 2, 2026, at 2:00 PM Eastern as they explore Intuit’s professional tax software options for your 2026 tax returns.
If you are not already registered for QBTalks and QBTalks-Apps you can sign up HERE.
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CPE Credits: 1
Subject Area: Information Technology
Course Level: Basic
Instructional Method: Group Internet Based
Prerequisites: None
Advanced Preparation: None
Who Should Attend: CPA, Bookkeeper, Accountant, Enrolled Agents, Tax Preparer
Cost: Free