#TogetherWithIntuit
you can use workflow tools that help you collaborate in real-time & provide clients a customized experience, all while working from home.
#TogetherWithIntuit
you were able to use workflow tools that helped you collaborate in real time & provide clients a customized experience, all from the comfort of home.
"Your purpose is not for others to define. It is yours. Other people may not see your vision, even people who truly care for you. But it is your vision, your love, to work towards."
@common
at
#QBConnect
Are you getting the most out of eSignature? Manage signatures digitally on any form or document, and track client response with real-time status updates on the virtual signature dashboard in your tax software.
#TogetherWithIntuit
you weathered your pets' best attempts to keep you from working – whether it was begging for affection or giving you the "are you going to pet me look" – while still providing top notch services to your clients.
✔️ Easily navigate and build bespoke advisory service plans for a range of clients
✔️ Learn how to value and price advisory services
Download our Path to Advisory guide for more information on seamlessly transitioning to advisory services:
Using ProConnect Tax Online makes it simple to organize all your data in one place. Drag and drop client tax documents from your computer directly into their return with our Direct Data Import feature!
#TaxTwitter
: Are you attending Thursday's free Tax Season Readiness virtual conference?
Don't miss our very own CPA Nadia Rodriguez share some great tips in her introduction to tax advisory session: Sign up now:
What's new in ProConnect Tax Online? View e-file status for all return types at the federal & state level including extended & amended returns so you can focus on what’s important.
In order to reap the rewards of a positive client experience, you need to make an investment in your client service. Here are 7 things you can implement to provide standout service:
As the accounting profession continues to evolve, don't miss out on our FREE Vcon from January 11 - 13. Earn CPE credits and connect with tax and accounting experts. Register now ➡️:
#TogetherWithIntuit
you weathered your pets' best attempts to keep you from working – whether it was begging for affection or walking across your keyboard – while still providing top notch services to your clients.
Use workflow tools to collaborate in real-time with your coworkers while working from home. Learn more about all the ways we've got your back. 👊
#TogetherWithIntuit
Have you implemented email automation in your practice? Colin Horsford says he uses
@saleshandy
and recommends it as one of his top timesaving tips:
@HorsfordCPA
Intuit is proud to salute all the women accountants and bookkeepers, today, and every day. We admire you for your ability to pursue your dreams, empower your communities and climb mountains for your clients.
#InternationalWomensDay
#BalanceForBetter
What's new in ProConnect Tax Online?
✅ Assign staff members client returns, then re-assign each return as it changes hands within your firm until it’s done.
✅ Filter by assigned staff to monitor return status & team workloads.
See more new features: ➡️
#TogetherWithIntuit
you can use workflow tools that help you collaborate in real-time & provide clients a customized experience, all from the comfort of home:
The accountability and dedication our accounting community shows is what inspires us to keep innovating. Join
@ariegem
at
#QBConnect
and learn about the many innovations we have in store:
@ariegem
You work hard for your clients—and we want to recognize the relationships you’ve built together.
Congratulations to the 2021 Rewarding Relationships contest winners! 🎉
#TogetherWithIntuit
you've been able to be there for your clients without actually being there, thanks to cloud ☁️ hosting. Improve your workflow no matter where you are:
What are the 8 core principles for launching a successful accounting firm?
@DarrenRoot
has a lot of experience helping firms grow and he shares some of his secrets here:
Looking to up your technology game and make your life easier in 2021?
@DarrenRoot
with some tips and tricks on transforming your firm into a modern business:
The nominations are now open for
@InsightfulActnt
's top 100
#ProAdvisors
and ProAdvisor of the Year! Learn more information and how to nominate someone here:
It's time to look 👀 into the 🔮 future and anticipate your client's needs.
We've compiled
#tax
saving strategies that you can share with your client to get them ahead of the next year, and more:
Diversified Business Solutions partnered with Abt Associates to help them transform financial reporting and interoperability. They accomplished this by using the powerful tools within
#QuickBooks
Enterprise. Details here:
@abtassociates
@DivBusSol
Do you work at a firm where some of your colleagues are also family members? Will Baker does, and he as some great tips on how to make it work smoothly. Find out what they are by clicking here:
@bacotech1
Looking to break through with your firm's advisory services? 🤔
Whether you've been considering a transition into advisory services or have already begun the journey, download our
#PathtoAdvistory
guide to help you along the way: ➡️
Recommended tax strategies and estimated tax savings are automatically populated in a personalized, client-friendly report for tax professionals to share with their clients with Intuit Tax Advisor (ITA). Give it a try today:
#TaxSeasonDone
! How are you celebrating the end of season? Would a $200
@SouthwestAir
gift card and vacation pack help kick off the festivities? Share what you're up to with
#TaxSeasonDone
by 4/17 for a chance to win!
“My son taught me a very valuable lesson. I have to embrace discomfort and that’s where I will find growth. Embrace that growth mindset. Try to meet new people. Go deeper into those topics you’re interested in.”
Inspirational words from
@MariannaTessel
💚
#QBConnect
Hats (and shirts!) off to the fact that the TSheets acquisition was finalized today! We’re so happy to officially welcome
@TSheets
to the
@Intuit
family.
#TeamIntuitTSheets
This is the time of year clients might be considering a change to a new payroll provider.
@lynda_artesani
recommends giving
#QuickBooksOnline
Payroll a hard look. Find out why: 👀
This is the time of year clients might be considering a change to a new payroll provider.
@lynda_artesani
recommends giving
#QuickBooksOnline
Payroll a hard look. Find out why: 👀
As your clients businesses expand, your role as an advisor has to expand with it.
@AsesoraVanessaV
talks about how to assess your software solution for your clients with fast-growing businesses:
Dedicating time to focus on specific parts of your business provides accountability and efficiency according to Katie Bunschoten. It is one of her top
#timesaving
tips:
@CertumSolutions
⚪️ Easily navigate and build bespoke advisory service plans for a range of clients
⚪️ Learn how to value and price advisory services
Download Intuit's Path to Advisory guide for more information on seamlessly transitioning to advisory services:
What's the secret ingredient to an effective advisory practice? 🤔 We'll give you a hint: you and your client have already established it.
Check out these tips for strengthening your client relationships and giving your advisory services an extra boost:
#TaxTwitter
: Are you attending today’s free Tax Season Readiness vCon? 🥳
Earn points on our leaderboard for the chance to win one of 1,000 prizes! Register now - it’s not too late!
#TogetherWithIntuit
“You can automate work, but you can’t automate expertise — the kind of expertise that gives people confidence that they’re doing it right. That confidence is so important: it is the emotion you gift your clients every day.”
@ariegem
#SNH19
#QuickBooksProAdvisor
🚨 PRODUCT NEWS 🚨 We know the past year has been turbulent with COVID-related changes, from stimulus relief to changing deadlines. That's why we're introducing new enhancements to Intuit products that are built to help
#tax
pros focus on the future.
Most of Caren Schwartz's clients don't know she is a bookworm. She has a particular soft spot for detective novels. What's a passion you have that your clients might not know about?
@timecents
#IntuitLovesAccts
Patti Newcomer-Simmons, VP and Head of Marketing, Professional Tax Business at
@Intuit
, reflects on what it truly means to be a leader in a crisis and make the most out of
#WFH
:
✅ Easily navigate and build bespoke advisory service plans for a range of clients
✅ Learn how to value and price advisory services
Download Intuit's Path to Advisory guide for more information on seamlessly transitioning to advisory services:
Most of Caren Shwartz's clients don't know she is a bookworm. She has a particular soft spot for detective novels. What's a passion you have that your clients might not know about?
@timecents
#IntuitLovesAccts
Gaining exceptional trust from your clients makes a huge difference in their lives.
@JackieMeyerCPA
shares 3 examples on ways to clearly communicate the value of your firm while instilling trust among clients.
🎉
#TaxTwitter
contest alert! 🎉
From 11/30-12/2, join our Tax Season Readiness virtual conference and climb the leaderboard for a chance to win one of the 1,000 💰 gift cards. Register here:
We have launched a
#QuickBooks
Live pilot that pairs current customers with business tax professionals. You can learn more information about the pilot here:
What a way to wrap up the
#IntuitTaxAdvisorSummit
! We came together to learn how to jump start or accelerate your pathway to advisory and generate smart tax strategies and savings plans for your clients!
#TogetherWithIntuit
Why do
#tax
firms utilize hosting solutions for their clients?
Read more on the top 3️ reasons here and let us know why you choose hosting in the comments👇
Do you lead a tech-forward and growth-minded firm? You might be the perfect fit for the Intuit QuickBooks Accountant Council. Learn more and apply here:
New integrations of insurance and 401(k) services are now available on the
#QuickBooks
platform. Learn how these capabilities can help your clients' small business succeed and thrive:
We have had a lot of great feedback from our accounting partners when it comes to
#QuickBooksOnline
Payroll. Thanks to that feedback, we're excited to announce we have introduced new features. Learn more here:
Seth David is a big believer in the power of digital apps. But he also believes you must carefully develop and outline your processes (without the use of apps) first. Find out why:
@nerdenterprises
A few tips we learned from our presenters yesterday at the
#IntuitTaxAdvisorSummit
- Change is inevitable, growth is optional
- If it’s standard and routine and your competition is doing it, it’s not good enough
- Define your standout brand to differentiate yourself
Ganarse la confianza excepcional de sus clientes hace una gran diferencia en sus vidas.
@JackieMeyerCPA
comparte 3 ejemplos sobre formas de comunicar claramente el valor de su empresa mientras se infunde confianza con sus clientes.