From desktop to cloud: What a high-volume tax workflow looks like in ProConnect Tax
July 21 @ 2:00 pm – 3:00 pm EDT
Description
For high-volume firms, moving tax prep to the cloud isn’t just a software decision. It’s a workflow decision.
In this session, hear from Nick Boscia, CPA, EA, whose firm used Lacerte for years before transitioning to ProConnect Tax. Boscia & Boscia, PC prepares approximately 1,200 returns with a team of 10, giving attendees a practical look at how an established firm evaluated the move from a long-standing desktop workflow to cloud-based tax preparation.
Nick will share why his firm made the transition, what they considered before switching, what changed in their day-to-day workflow, and what they would tell other firms exploring a similar move. The session will also show what a high-volume workflow can look like in ProConnect Tax, including remote access, automatic updates, multiple-return review, Smart Return, and the SmartVault + ProConnect Tax integration.
Attendees will leave with practical questions to ask before moving from desktop to cloud, plus a clearer view of how ProConnect Tax can support a modern tax workflow for firms preparing hundreds of returns.
By attending this course, attendees will be able to:
- Identify key factors to consider before moving from desktop tax software to cloud-based tax preparation
- Recognize how cloud-based workflows can affect access, updates, review, and document management
- Describe how one high-volume firm evaluated and transitioned to ProConnect Tax
- Assess workflow considerations for firms preparing hundreds of returns
Determine practical next steps for evaluating whether ProConnect Tax fits their firm’s needs
Who Should Attend?
Accounting and tax professionals at established firms preparing hundreds of returns who are evaluating, planning, or considering a move from desktop tax software to ProConnect Tax.
This session may be especially relevant for firm owners, partners, tax managers, administrators, and operations leaders involved in tax software, workflow, or process decisions.
Prerequisites: None
Course Level: Basic
Course Length: 60 Minutes
Delivery Method: Group – Live Internet
Field of Study: Computer Software & Applications – Non-Technical
CPE: 1
CE: 0
Intuit (Sponsor ID# 103311) 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.
Note: This event is free and there is no fee to attend. For concerns about this event or program cancellation policies, please reach out to [email protected].@intuit.com.
