Lunch & Learn: Intuit Professional Tax Portfolio of Products


Intuit has a diverse line up of tax products. In this course you’ll get a look at these products and how they serve a variety of accounting and tax professionals.  See and compare the workflows of the cloud based Intuit Tax Online, and our desktop tax products Lacerte and ProSeries. Also see collaboration tools like the Link portal and ESignature. Intuit will also be bringing some exciting giveaways. They will raffle an i-pad, apple watch, and a free add-on comparable to their purchase should they choose to switch to our software this year.

*This course is specifically intended for anyone NOT currently using an Intuit professional tax solution such as (Lacerte, ProSeries, or ProConnect Tax Online).

If you have used these products, we have another option for you! Click here to learn more. 

Learning Objectives

By completing this seminar, you will be able to:

Tax Online, Lacerte, and ProSeries

  • Efficiently manage tax returns, including tracking the status of each return
  • Navigate the tax preparation workflow process
  • Efficiently enter tax return data
  • Understand how each product handled the Qualified Business Income Deduction
  • Perform a final tax return review, including forms review and diagnostics
  • Manage the eFiling transmission and status process
  • Modify user preferences and options, including print, return status and more

Link Collaboration Portal

  • Collaborate with clients electronically to collect tax documents
  • Send an invitation to your clients
  • Review the uploaded documents and completed questionnaire
  • Track the progress of each request 

E-Signature with Payments

  • Create and securely send forms and engagement letters for client signature
  • Understand the taxpayer authentication and document signature flow
  • Know how to review the completed forms and payments received
Major Topics
  • Tax Online, Lacerte, and ProSeries
  • Link Collaboration Portal
  • E-Signature with Payments
Course Level
Professional Area of Focus
CPE Field of Study
Who Should Attend
Any professional accounting and tax firm interested in the latest offerings from the Intuit ProConnect Tax Division


Advanced Preparation


Johns Hopkins University – Montgomery
9605 Medical Center Dr
Rockville, MD 20850 US
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May 30, 2019
12:30 pm - 1:30 pm EDT
Johns Hopkins University – Montgomery
9605 Medical Center Dr
Rockville, MD 20850 US
Total CPE Credits


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Lunch & Learn: Intuit Professional Tax Portfolio of Products

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