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Get the latest COVID-19 news for your firm. 
View more tax and accounting resources.
 * Products
   Products
    * Professional tax software
      Professional tax software
       * Intuit Lacerte Tax
         Tap into highly powerful tools designed for complex returns and
         multiple preparers.
       * Intuit ProConnect Tax
         Gain added flexibility delivered fully on the cloud with nothing to
         download.
       * Intuit ProSeries Tax
         Get simple forms-based screens and one-click access to calculation
         details.
       * Compare tax software options
   
    * Workflow add-ons
      Workflow add-ons
       * Intuit Practice Management
         Run your firm remotely with a centralized, real-time view of your work,
         clients and staff.
       * Hosting for Lacerte and ProSeries
         Put your Lacerte or ProSeries software on the cloud for built-in
         security, automatic backups and less IT stress.
       * eSignature
         Get any document signed securely from any online device, all done with
         quick clicks inside your tax software.
       * See all workflow add-ons
       * Protection Plus
         Protect your clients from audits, tax notices and identity theft with
         $1 Million Tax Audit Defense™.
       * Pay-by-Refund
         Give your clients the option of no upfront, out-of-pocket costs and
         give yourself an easy way to get paid with refund transfers.
       * Intuit Link
         Quickly gather your clients' tax data with the secure online portal
         included for free with your tax software.
   
    * Accounting solutions
      Accounting solutions
       * QuickBooks Online Accountant
         Access all your QuickBooks clients, resources, and tools under one
         login from anywhere.
       * QuickBooks Accountant Desktop
         Get all the power of QuickBooks in a one-time purchase accounting
         software installed on your office computer
       * EasyACCT
         Gain a proven solution for write-up, A/P, A/R, payroll, bank
         reconciliation, asset depreciation, and financial reporting.

 * Training & Education
   Training & Education
    * Software training
      Software training
       * Software webinars
         Ease your mind with free webinars and training to make it simple to
         switch and get the most value from your software.
       * Personalized training portal
         Get access to your own training portal and get recommendations for
         efficient, self-paced learning.
       * See all training resources
   
    * Professional training
      Professional training
       * Professional webinars
         Sharpen your skills with live sessions or recordings on topics like tax
         law, advisory, and workflow optimization.
       * Resources for starting a tax practice
         Read articles curated especially for pros establishing a new practice.
   
    * News and insights
      News and insights
       * Tax Pro Center
         Stay in the know with daily articles on what’s important and what’s
         trending in tax and accounting.
       * Tax Practice of the Future
         Get free resources to help you go beyond traditional tax prep and
         transition to advisory services.
   
    * Events and virtual conferences
      Events and virtual conferences
       * Free, three-day conference
         Join us January 11 – 13 for our tax season readiness online event. Earn
         up to 12 CPE credits, and get actionable tips and tools to feel fully
         ready for tax year 2021.
       * Learn more
       * See all upcoming industry events

 * Support
   Support
    * Online forum
      Online forum
       * Community for fast answers
         Connect with pros like you and Intuit product experts to get the
         information you need, when you need it.
       * Lacerte
       * ProConnect
       * ProSeries
   
    * Contact us
      Contact us
       * Lacerte: 800-933-9999
       * 833-756-6833
       * ProSeries: 800-434-6818
   
    * Looking for QuickBooks help?
      Looking for QuickBooks help?
       * Access training and support resources

 * 833-756-6833
 * Sign in
   Sign in
    * Lacerte
    * ProSeries
    * ProConnect
    * Other Intuit Services

 * Products
   
    * Professional tax software
       * Intuit Lacerte Tax
         Tap into highly powerful tools designed for complex returns and
         multiple preparers.
       * Intuit ProConnect Tax
         Gain added flexibility delivered fully on the cloud with nothing to
         download.
       * Intuit ProSeries Tax
         Get simple forms-based screens and one-click access to calculation
         details.
       * Compare tax software options
   
    * Workflow add-ons
       * Intuit Practice Management
         Run your firm remotely with a centralized, real-time view of your work,
         clients and staff.
       * Hosting for Lacerte and ProSeries
         Put your Lacerte or ProSeries software on the cloud for built-in
         security, automatic backups and less IT stress.
       * eSignature
         Get any document signed securely from any online device, all done with
         quick clicks inside your tax software.
       * See all workflow add-ons
       * Protection Plus
         Protect your clients from audits, tax notices and identity theft with
         $1 Million Tax Audit Defense™.
       * Pay-by-Refund
         Give your clients the option of no upfront, out-of-pocket costs and
         give yourself an easy way to get paid with refund transfers.
       * Intuit Link
         Quickly gather your clients' tax data with the secure online portal
         included for free with your tax software.
   
    * Accounting solutions
       * QuickBooks Online Accountant
         Access all your QuickBooks clients, resources, and tools under one
         login from anywhere.
       * QuickBooks Accountant Desktop
         Get all the power of QuickBooks in a one-time purchase accounting
         software installed on your office computer
       * EasyACCT
         Gain a proven solution for write-up, A/P, A/R, payroll, bank
         reconciliation, asset depreciation, and financial reporting.

 * Training & Education
   
    * Software training
       * Software webinars
         CPE/CE
         Ease your mind with free webinars and training to make it simple to
         switch and get the most value from your software.
       * Personalized training portal
         Get access to your own training portal and get recommendations for
         efficient, self-paced learning.
       * See all training resources
   
    * Professional training
       * Professional webinars
         CPE/CE
         Sharpen your skills with live sessions or recordings on topics like tax
         law, advisory, and workflow optimization.
       * Resources for starting a tax practice
         Read articles curated especially for pros establishing a new practice.
   
    * News and insights
       * Tax Pro Center
         Stay in the know with daily articles on what’s important and what’s
         trending in tax and accounting.
       * Tax Practice of the Future
         Get free resources to help you go beyond traditional tax prep and
         transition to advisory services.
   
    * Events and virtual conferences
       * Free, three-day conference
         Join us January 11 – 13 for our tax season readiness online event. Earn
         up to 12 CPE credits, and get actionable tips and tools to feel fully
         ready for tax year 2021.
       * Learn more
       * See all upcoming industry events

 * Support
   
    * Online forum
       * Community for fast answers
         Connect with pros like you and Intuit product experts to get the
         information you need, when you need it.
       * Lacerte
       * ProConnect
       * ProSeries
   
    * Contact us
       * Lacerte: 800-933-9999
       * ProConnect: 800-200-7599
       * ProSeries: 800-434-6818
   
    * Looking for QuickBooks help?
       * Access training and support resources

 * 833-756-6833
 * Sign in
   
   Lacerte
   ProSeries
   ProConnect
   Other Intuit Services


Virtual conferences

Register for free
 * Overview
 * Why attend
 * Virtual environment
 * Keynote speakers
 * Agenda

Virtual conferences
 * Overview
 * Why attend
 * Virtual environment
 * Keynote speakers
 * Agenda

Register for free



Join us January 11 - 13, 2022 for a complimentary virtual conference with free
CPE credits.

Register for free





JOIN THE FREE VIRTUAL CONFERENCE EXPERIENCE

Connect with tax and accounting experts and peers in our interactive conference
space to learn and earn CPE credits, all from the comfort of your home or
office.

 

 WHY ATTEND 


DISCOVER MORE CONFERENCE BENEFITS

Take an immersive tour of our easy-to-use, virtual event space as you meet with
leaders and peers—all from your browser on your desktop or mobile devices.






Earn badges for joining sessions, meeting exhibitors, and more.

Connect with industry and thought leaders in our live chat.

Network with peers and trainers in the virtual Connect Lounge.

Visit booths and learn more about the products in our virtual Exhibit Hall.



Plus: Get special discounts when you attend, including 50% off Intuit Practice
Management, 50% off Hosting for Lacerte or ProSeries, and more.


 

 KEYNOTE SPEAKERS 


SEE WHO'S HEADLINING THE EVENT




JASEN STINE

Tax and Accounting Education Leader
Intuit Accountants

Keynote Session:

Empower Your Firm with the Intuit Ecosystem

Tuesday, January 11, 2022
10:00–10:20 AM CT

Join us for our opening keynote. We will cover the overall event and setup how
you will learn to leverage technology properly. This is a great opportunity to
give your firm a pre-season tune-up and drive increased efficiency. Over the
next few days, you'll hear from leading firms about how they utilize Intuit's
ecosystem to it's fullest potential. It's not too late to make small changes
before things get busy. So let's put an end to frustration and burnout during
tax season this year! As always, we are here for you.


See more




ADRIENNE BARRETT

Client Success Leader
Intuit Accountants

Keynote Session:

Make the Power of the Intuit Ecosystem Work for You

Tuesday, January 11, 2022
3:10 PM - 3:30 PM CT

Wrap up your Day 1 experience with Adrienne Barrett, Client Services Leader, as
we lean in to the power of the Intuit Ecosystem. With a focus on our
ever-changing world of tax, Adrienne will center on why it’s never too late to
learn to integrate new software and workflows into your practice, and to take
full advaantage of Intuit’s support, resources, and training. The goal is to
ensure your firm has a successful season, and year round client engagement.
There will also be sneak peaks into Day 2, and the final drawing of the day for
Gift Cards.


See more




RENEE DAGGETT

CEO
AdminBooks

Keynote Session:

Coffee with Renee

Wednesday, January 12, 2022
10:00 AM - 10:20 AM CT

Grab your favorite morning beverage and join Enrolled Agent/Lacerte user, Renee
Daggett, as she shares her thoughts on getting ready for the upcoming tax
season. Hear how Renee runs her firm as she gets the team ready for tax season,
onboards new clients, and engages with current clients using advisory!


See more




JIM BUFFINGTON

Advisory Services Leader
Intuit Accountants

Keynote Session:

Industry Benchmarks for Tax Advisory

Wednesday, January 12, 2022
3:10 PM - 3:30 PM CT

Join us for our end of day keynote with Jim Buffington, Advisory Services Leader
at Intuit Accountants. Jim will share his insights and strategies about what
leading firms are doing to share proactive tax strategies with their clients.


See more




JORGE OLAVARRIETA

Vice President, Product and Design
Intuit Accountants

Keynote Session:

Here for your Practice - Today and Tomorrow

Thursday, January 13, 2022
10:00 AM - 10:20 AM CT

As you look towards the upcoming tax season, Intuit has solutions that can help
drive your practice forward. With accelerating technology trends in today’s
rapidly changing environment, our team is here to support you and provide a
holistic array of products to, run your practice and save you time, as you
continue to expand your services beyond compliance towards advisory. Learn about
exciting upcoming capabilities for advisory and how Intuit can help you propel
your practice to even greater heights.


See more




 

 AGENDA 


PLAN YOUR DAILY SCHEDULE



DAY 1 — JANUARY 11



Total CPE available: 4



What's New in Lacerte




Cost: Free

Recommended CPE: 1
Recommended CE: 1

Who should attend:

Course Level:

Course Length:

Delivery Method:

Prerequisites:

Field of Study:

Speakers:



Description



Objectives



What's New in Lacerte




Cost: Free

Recommended CPE: 1
Recommended CE: 1

SPEAKER







SUMMARY





Choose one session per time slot below.

10:00 AM—

10:20 AM CT

KEYNOTE

Introduction to the Tax Season Readiness Virtual Conference

from Jasen Stine, Tax and Accounting Education Leader at Intuit Accountants

Details

10:20 AM—

10:30 AM CT

10-Minute Coffee Break


Meet fellow attendees in our virtual Networking Lounge

10:30 AM—

11:30 AM CT

Explore the Intuit Ecosystem with Lacerte

Kevin Reinard

CPE 1
CE 0
Details

11:30 AM—

11:50 AM CT

20-Minute Break


Visit our exhibitors’ booths in our virtual Exhibit Hall

11:50 AM—

12:50 PM CT

Explore the Intuit Ecosystem with ProSeries

Ross Olson

CPE 1
CE 0
Details

12:50 PM—

1:50 PM CT

The Intuit Cloud Ecosystem with ProConnect Tax

Clayton Crouch

CPE 1
CE 0
Details

1:50 AM—

2:10 AM CT

20-Minute Break


Visit our exhibitors’ booths in our virtual Exhibit Hall

2:10 PM—

3:10 PM CT

The Future of Audits

Brady Lievens

CPE 1
CE 1
Details

3:10 PM—

3:30 PM CT

KEYNOTE

Make the Power of the Intuit Ecosystem Work for You

from Adrienne Barrett, Client Success Leader at Intuit Accountants

Details
Register for free


DAY 2 — JANUARY 12



Total CPE available: 4



10:00 AM—

10:20 AM CT

KEYNOTE

Coffee with Renee

from Renee Daggett, CEO of AdminBooks

Details

10:20 AM—

10:30 AM CT

10-Minute Break

10:30 AM—

11:30 AM CT

Introduction to Tax Advisory

Nadia Rodriguez, CPA

CPE 1
CE 0
Details

11:30 PM—

11:50 PM CT

20-Minute Break

11:50 AM—

1:50 PM CT

Tax Law Update & Key Insights

Mike D'Avolio, CPA

CPE 2
CE 2
Details

1:50 PM—

2:10 PM CT

20-Minute Break

2:10 PM—

3:10 PM CT

Path to Advisory Panel Discussion

Jim Buffington

CPE 1
CE 1
Details

3:10 PM—

3:30 PM CT

EVENT

Industry Benchmarks for Tax Advisory

from Jim Buffington, Advisory Services Leader at Intuit Accountants

Details
Register for free


DAY 3 — JANUARY 13



Total CPE available: 4



Choose one session per time slot below.

10:00 AM—

10:20 AM CT

KEYNOTE

Here for your Practice - Today and Tomorrow

from Jorge Olavarrieta, Vice President, Product and Design at Intuit Accountants

Details

10:20 AM—

10:30 AM CT

10-Minute Coffee Break


Meet fellow attendees in our virtual Networking Lounge

10:30 AM—

11:30 AM CT

What’s New in Lacerte

Kevin Reinard

CPE 1
CE 1
Details

What’s New in ProConnect

Boris Shmukler

CPE 1
CE 1
Details

What’s New in ProSeries

Julie Kozloski

CPE 1
CE 1
Details

11:30 AM—

11:50 AM CT

20-Minute Break


Visit our exhibitors’ booths in our virtual Exhibit Hall

11:50 AM—

12:50 PM CT

QuickBooks Online at Year End

Michelle Long

CPE 1
CE 0
Details

QuickBooks Desktop at Year End

Laura Madeira

CPE 1
CE 0
Details

12:50 PM—

1:50 PM CT

Your Top Questions in Lacerte

Ashley Henderson

CPE 1
CE 0
Details

Your Top Questions in ProConnect

Tracy Griggsby Leonard

CPE 1
CE 0
Details

Your Top Questions in ProSeries

Katie Schulz

CPE 1
CE 0
Details

1:50 PM—

2:10 PM CT

20-Minute Break


Visit our exhibitors’ booths in our virtual Exhibit Hall

2:10 PM—

3:10 PM CT

Lacerte and ProConnect Tax Developer Panel

Stephen Eubanks

CPE 1
CE 0
Details

ProSeries Tax Developer Panel

Anne Nguyen

CPE 1
CE 0
Details
Register for free

 

 OUR VIRTUAL ENVIRONMENT 



My first time at an Intuit Accountants virtual conference was so much more than
I expected. Excellent program and amazing online graphics and videos!”

Barbara Stone, iTHINK Financial

The Intuit Accountants virtual conference was put together really well. I really
enjoyed the digital platform, and I made some great connections with some of the
fellow attendees that I'm confident will prove invaluable.”

Jennifer Kaifesh, Jennifer K. & Associates

My first time at an Intuit Accountants virtual conference was so much more than
I expected. Excellent program and amazing online graphics and videos!”

Barbara Stone, iTHINK Financial

The Intuit Accountants virtual conference was put together really well. I really
enjoyed the digital platform, and I made some great connections with some of the
fellow attendees that I'm confident will prove invaluable.”

Jennifer Kaifesh, Jennifer K. & Associates


‹
·
·
·
·
›


Share this conference with your peers:





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DON'T WAIT TO SAVE YOUR SPOT

Get insights into workflows and tools to power prosperity for you and your
clients, and build stronger foundations of collaboration in your firm, no matter
your firm size. Join us as we prepare for the future of firms like yours!


Register for free



STAY IN THE KNOW AND AT THE FOREFRONT

Gain insights into industry trends, news, tips, and more on our free resource
that focuses on topics that matter most to you.

Visit the Tax Pro Center




LEARN FROM THE EXPERTS AT FREE WEBINARS

Hear the latest best practices, watch product demos, and get must-know info at
dynamic sessions created around your needs.

See the webinar schedule for:

ProConnect | Lacerte | ProSeries


Tax software
 * Intuit Lacerte Tax
 * Intuit ProConnect Tax
 * Intuit ProSeries Tax
 * Referral program

Workflow add-ons
 * Intuit Practice Management
 * Hosting for Lacerte & ProSeries
 * eSignature
 * Protection Plus
 * Pay-by-Refund
 * Intuit Link

Accounting solutions
 * QuickBooks Online Accountant
 * QuickBooks Accountant Desktop
 * EasyACCT

Training & support
 * Training Center
 * Community forums
 * Resources for starting a tax practice
 * Tax Pro Center
 * Tax Practice of the Future
 * Events & virtual conferences



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