In this course, you will see a demonstration of Intuit ProConnect Tax, the most widely used dedicated cloud-based tax application for professional tax preparers and firms.
In addition to eliminating software installation and PC and network maintenance, ProConnect Tax uses the latest technology to save data entry time with direct import from hundreds of W-2 providers, banks, and brokerages. Also, see two of our ProConnect Tax More Connected services: Intuit Link, which improves client collaboration and document collection, and E-Signature, the fastest way to get signed 8879's.
List the benefits of using ProConnect Tax
Identify time-saving features built directly into ProConnect Tax
Determine how to sign up for ProConnect Tax
Recognize tools in ProConnect Tax to help manage firm workflow and increase productivity
Describe how to import QuickBooks data into a tax return
Intuit Accountants
Product Specialist
[email protected]
(916) 798-4604
Kevin Reinard has been with Intuit for over 34 years. He has served Intuit customers in various functions, including product management and sales. Kevin’s expertise has been focused largely on customer-training activities, including webinars, recorded videos, and face-to-face events. Kevin is a Registered CA (CTEC) tax preparer.
Dark Horse CPAs
Director of Tax
[email protected]
A native of Austin, Texas, Megan got her start in accounting at an early age while helping her parents out in their respective businesses. Insistent in her infinite wisdom as a teenager that she would not be "stuck behind a desk doing something boring like accounting or taxes," she instead earned her undergraduate degree in marketing from the McCombs School of Business at the University of Texas.
Megan then moved to Colorado, where she spent 15 years in business consulting and management. In 2014, she came to her senses and realized that she had an unashamed love for taxation, evaluating financials for strategic planning, and that beautiful equation that is the root of accounting: assets = liabilities + equity. Upon this realization, Megan quickly returned to school to complete her master's degree in accounting with a focus on tax from the University of Colorado, earned her CPA license, and began working in public accounting. More recently, she earned her CVA (Certified Valuation Analyst) certification and began performing valuations for exiting small business owners and gift and estate tax purposes.
Megan has spent the last seven years specializing in tax compliance, advisory and strategic planning for small businesses, high net worth individuals and trusts, as well as business valuations. Her passion for helping clients navigate the complicated world of tax, as well as helping them to plan for their future financial goals, is palpable in each client interaction and reminds her every day how much she loves her work.
In her spare time, Megan loves to enjoy the great outdoors, going on multi-day rafting trips with her daughter, running her local river (the Arkansas) after work with friends, skiing, hiking, mountain biking, camping, traveling, and being a complete foodie in the kitchen, whipping up new creations for friends and family. In other words, anything that doesn't involve sitting at a desk.
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CPAacademy.org (Sponsor Id#: HURS9) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.
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