In this course, you will see a demonstration of Intuit ProConnect Tax Online (PTO), 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, PTO 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 PTO More Connected services: Intuit Link, which improves client collaboration and document collection, and E-Signature, the fastest way to get signed 8879's.

Who should attend? Tax professionals that are new to the ProConnect Tax Online program and would like to learn more about Intuit ProConnect Tax Online. 

Learning Objectives:

• Identify the benefits of using ProConnect Tax Online


• Identify time-saving features built directly into ProConnect Tax Online


• Determine how to sign up for ProConnect Tax Online


• Recognize tools in ProConnect Tax Online to help manage firm workflow and increase productivity


• Identify how to import QuickBooks data into a tax return

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) 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.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

EA Approved

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.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222