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Introduction to Intuit ProSeries: Tax Software Demonstration

  • AFSP
  • CPA (US)
  • EA
  • Tax Preparer
  • CTEC
Tax Software Demonstration

1 Credit

FREE

Subject Area

Taxes

Webinar Qualifies For

1 CPE credit of Taxes for all CPAs

1 CE credit of Federal Tax for Enrolled Agents ( IRS Approved : GEHNZ ) (Approval No. GEHNZ-T-00757-21-O)

1 CE credit of Federal Tax Subjects for California Tax Professionals (CTEC Approved - 6273) (Approval No. 6273-CE-0722)

1 CE credit of Annual Filing Season program (AFSP)( IRS Approved : GEHNZ )

1 CE credit of Federal Tax for Oregon Tax Preparers (Approval No. GEHNZ-T-00757-21-O)

1 CE credit of Federal Tax for Maryland Tax Preparers (Approval No. GEHNZ-T-00757-21-O)

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Upcoming Webinars

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Nov 29, 2021 | 09:00 AM EST View Details

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Nov 29, 2021 | 09:30 AM EST View Details

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Nov 29, 2021 | 09:30 AM EST View Details

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Nov 29, 2021 | 10:00 AM EST View Details

Excel Accountant: Intro to Spreadsheets In-Depth

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Nov 29, 2021 | 10:00 AM EST View Details

Yellow Book Boot Camp – Introduction to NFP and Governmental Accounting & Auditing

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Nov 29, 2021 | 10:00 AM EST View Details

Best Overview on Individual Tax Updates Latest (Basic)

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Nov 29, 2021 | 10:00 AM EST View Details

Auditing & Attest Update - Hot Topics For Current Period Audits And Other Attest Services

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Nov 29, 2021 | 10:00 AM EST View Details

Adding Value through Plan Governance: Essential Documents

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Nov 29, 2021 | 10:30 AM EST View Details

Basis Calculations & Distributions For Pass-thru Entity Owners Schedule K-1 Analysis (Latest)

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Nov 29, 2021 | 11:00 AM EST View Details

Everything You Need to Know About Partnerships

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Nov 29, 2021 | 11:00 AM EST View Details

Employment Branding and YOU!

Nov 29, 2021 | 11:00 AM EST View Details

Effectively Handling CP 2100 letter and B Notices

Nov 29, 2021 | 11:00 AM EST View Details

Course Description

Do you want to create a connected, virtual tax preparation office?

How powerful tax software and integrated solutions for preparers will help you focus on delivering the best financial outcomes for your clients?

In this CPE course, you will see the benefits of Intuit ProSeries, used by over 65,000 tax professionals. You’ll learn why ProSeries is one of the most widely used programs and how it can save you time in every part of your tax workflow. You will also learn about integrated features that speed up data collection and getting electronic signatures from your clients.

Major topics covered in this online CE webinar:

  • Easy from start to finish: 27 time-saving features, like auto-entry of 1099s, W-2s, and stock sales, help you file faster
  • Easy to get it right: automated calculations and diagnostics help increase accuracy and ease the complexity
  • Easy to manage clients: solutions like e-file announcements and client status help you track the progress of returns, manage e-filed returns, and more

Learning Objectives

  • To explain why ProSeries is one of the most widely used professional tax preparation platforms
  • To explain how ProSeries will help you focus on delivering the best financial outcomes for your clients

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Bookkeepers & Accountants & Tax Preparers
  • California Registered Tax Professional
  • Certified Public Accountant
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Enrolled Agent
  • Maryland Tax Preparers
  • Oregon Tax Preparers
  • Tax Firm
  • Tax Practitioners
  • Tax Preparer
  • Tax Professionals
  • Tax Pros
  • Young CPA

Testimonial

4.5

(98)
60%
31%
9%
0%
0%

NR

Very insightful!

JD

Great overview of the Intuit software

AM

Super informative. Screen sharing was crystal clear.

AW

I used ProConnect in 2020 and 2021, but learned so much that will help during tax prep in 2022.

SR

Fantastic CLass.....will seek more information on this software

LD

Good program. Myself and workers have no interest in changing software But good to know about proseries