Managing Your Firm in
a Post-COVID World

Think beyond the pandemic with exclusive resources to help you build a thriving virtual practice.

Introduction

COVID-19 forced many accounting firms and tax practices to take their operations online. While some were initially uncomfortable adapting to the virtual environment, they eventually realized the benefits of being in the cloud, like greater work-life balance, reduced grunt work through automation, higher client satisfaction, and more. Now, these firms plan to keep the best parts of their virtual offices well beyond the pandemic, and we’re giving you exclusive access to resources that will help you grow a profitable practice online.

Read on to learn more.

Industry Trend Report

A Practice Model for the Post-COVID World

Managing your accounting practice in a post-COVID world, an original research report by Intuit, analyzes accounting firms’ adoption of virtual working arrangements, and what the future holds.

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Articles

Practical Insights

Learn about tools and tactics for efficient remote working arrangements with this article anthology. Get practical tips you can use from leading practitioners on workflow optimization, secure document collection and sharing, team collaboration, and other timely topics based on the best current tech solutions.

Webinar

Navigating the Changes of Moving to a Virtual Office

October 26, 2020 | 2 p.m. ET/11 a.m. PT

You will learn about:
  • Improved firm/staff efficiency + increased profitability
  • Standardized processes and automation of time-consuming tasks
  • Technologies to effectively and securely move to the cloud

Join us for an action-packed session. We will address the unprecedented challenges this year has posed for accounting firms. From the struggles of moving firms online, to the increased demands from clients, we’ve got actionable insights to share. One thing is for sure, there is opportunity for growth! Anyone who prepares tax returns or advises clients can benefit from attending.

With virtual offices becoming the norm, understanding best practices you can implement to save you time and money is critical to making the right decisions for your firm. Hear firsthand what we have learned this year from our top firms, and take a detailed look into actionable steps you can take to help your firm succeed.

SPEAKERS:
  • Jim Buffington, CPA Advisory Services Leader, Intuit
  • Clayton Crouch, Product Specialist, Professional Tax Group, Intuit
  • Dean Aramburu, Product Specialist, Intuit
  • Dan Hood, Editor-in-Chief, Accounting Today (Moderator)

Podcast

Podcast Title

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About Intuit

Intuit Accountants' mission is to firmly position you as the trusted advisor your clients will turn to year after year. Our professional tax solutions simplify tax preparation so you free up time to focus on what matters most to your clients. Whether you are new to tax or an experienced professional, we have products, people and services to help you thrive. Intuit professional tax software products include Lacerte, ProSeries and ProConnect (formerly known as Intuit Tax Online).