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Learn How to Have Full Firm Transparency with Intuit Practice Management
We will explore the realm of full integration, clarity, and firm transparency in this one-hour webinar on Intuit Practice Management. Feel the joy of what you can see within a few clicks and gain insight into the ease and comfort that can be obtained using Intuit Practice Management in your firm. Hear from Susan Tinel EA, firm owner, and bona fide user of Intuit Practice Management as she tells her own story and tips.

We will explore:
• The realities of “being there” – Any app has a learning curve. We will cover some real use cases for managing, maintaining, and improving your new system.
• Making Intuit Practice Management your own crystal ball – What can it do for you? Show and tell of the great things you can discover! Never lose sleep again because you forgot something.
• Removing boundaries and obstacles – Subscribing is one thing, using your new cool app is another. Whether you are a practice of one or many, making Intuit Practice Management your own will rely on your mindset. We will cover the laundry list of what can get in your way.
• And even more magic of integrations – A look at some of the more specialized integrations with Intuit Practice Management.


*This presentation will be be recorded and distributed, along with any handouts, after the event.
*This webinar is NOT eligible for CPE credit.

Nov 30, 2021 02:00 PM in Eastern Time (US and Canada)

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Speakers

Susan Tinel
Susan Tinel is an Enrolled Agent with over 15 years of experience working with small and medium-sized businesses and individuals. Susan heads up April 15 Taxes, Inc., a full-service, cloud-based firm specializing in Foreign companies doing business in the United States. Based in San Diego, she works with more than 150 clients across the country, in Canada and the United Kingdom, 85 percent of which are small to mid-size businesses. She is a QuickBooks Online Certified Advanced ProAdvisor and CRTP. Susan teaches live events and webinars for tax and accounting professionals and businesses on various financial topics and practice management. Look for her articles and guides on various platforms, including AccountingWEB.com, ProConnect Tax Center and firmofthefuture.com, about Taxes, Company Strategy, Personal Behavior and Ethics at work.