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Self-Study CPE
HOW TO CREATE THE ULTIMATE TAX WORKFLOW WITH LACERTE & PROSERIES
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Introduction to Intuit’s Professional Tax Solutions

INTRODUCTION TO INTUIT'S PROFESSIONAL TAX SOLUTIONS

Available Date(s)
Wednesday, August 10, 2022: 12:00PM EDT
Wednesday, August 24, 2022: 12:00PM EDT

Cost Free
CPE Credits 1.0 hour
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

Why does Intuit have three professional tax solutions? Because one size doesn’t fit all when it comes to your firm.

Deliver more value to your clients—and organization within your firm—with Intuit’s suite of professional tax and accounting products. With the #1 family of professional tax software, we can help you find the Intuit solution that best fits your firm’s needs. Intuit ProSeries, Lacerte, and ProConnect offer the tools and technology to fuel prosperity for you and your clients.

Learning Objectives:


  • Evaluate the best Intuit professional tax and accounting products for your firm

  • Identify tools to help your firm deliver the best end-to-end experience for your clients throughout the year

  • Determine how to help your firm better communicate, plan, and save money

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Kevin Reinard

Intuit Accountants
Product Specialist
kevin_reinard@intuit.com
(916) 798-4604

Intuitaccountants

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.

Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
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About Our Presenter

Intuitaccountants
Intuit Accountants' mission is to firmly position you as the trusted advisor your clients will turn to year after year. Our professional tax solutions simplify tax preparation so you free up time to focus on what matters most to your clients. Whether you are new to tax or an experienced professional, we have products, people and services to help you thrive. Intuit professional tax software products include Lacerte, ProSeries and ProConnect Tax Online (formerly known as Intuit Tax Online).