#  @intuitaccountants Intuit Accountants Intuit Accountants posts on YouTube about $intu, accounting, software, ai the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/youtube::UCSeMv47DTcNzDueivGQOEYQ/interactions)  - [--] Week [-------] +63% - [--] Month [-------] +159% - [--] Months [---------] +610% - [--] Year [---------] -90% ### Mentions: [--] [#](/creator/youtube::UCSeMv47DTcNzDueivGQOEYQ/posts_active)  - [--] Month [--] -6.90% - [--] Months [---] +193% - [--] Year [---] +937% ### Followers: [------] [#](/creator/youtube::UCSeMv47DTcNzDueivGQOEYQ/followers)  - [--] Week [------] +2.10% - [--] Month [------] +7.60% - [--] Months [------] +30% - [--] Year [------] +184% ### CreatorRank: [---------] [#](/creator/youtube::UCSeMv47DTcNzDueivGQOEYQ/influencer_rank)  ### Social Influence **Social category influence** [technology brands](/list/technology-brands) [stocks](/list/stocks) [finance](/list/finance) [social networks](/list/social-networks) [countries](/list/countries) **Social topic influence** [$intu](/topic/$intu) #76, [accounting](/topic/accounting), [software](/topic/software), [ai](/topic/ai), [tools](/topic/tools), [data](/topic/data), [future](/topic/future), [how to](/topic/how-to), [based](/topic/based), [intuit](/topic/intuit) **Top accounts mentioned or mentioned by** [@thebalancedcpa](/creator/undefined) [@thefuncpa](/creator/undefined) [@spawn15111](/creator/undefined) [@shahabmaslehati](/creator/undefined) [@mrrinstitute](/creator/undefined) [@qbclay](/creator/undefined) [@ase](/creator/undefined) [@alneshajonescpamba6116](/creator/undefined) [@davidbergstein](/creator/undefined) [@notsoboringcpa](/creator/undefined) [@smartvaultvideo](/creator/undefined) **Top assets mentioned** [Intuit Inc. (INTU)](/topic/$intu) ### Top Social Posts Top posts by engagements in the last [--] hours "Cloud Power & AI in Tax Software Is Cloud Tax Software Really as Powerful as Desktop (Myths Busted) Think cloud tax software cannot handle what desktop can Think AI in tax software is just marketing hype Time to bust those myths wide open. Randy Hughes III CPA sets the record straight. Intuit's cloud platforms run on the same robust calculation engines trusted by top firms. You get anytime anywhere access real-time updates and no install headaches. Large firms run high-volume multi-user workloads without skipping a beat. And AI is not hype. It is already built into Intuit's suite automating" [YouTube Link](https://youtube.com/watch?v=3CViv7Gknlg) 2026-01-27T14:15Z 43.8K followers, 17.1K engagements "Intuit Lacerte: The Fundamentals Still spending too much time navigating tax returns instead of completing them Master Lacertes fundamentals once and youll streamline every return you touch saving hours reducing errors and creating a smoother experience for both your team and your clients. In this session CPA and longtime Lacerte power user Nick Boscia shows you how to work smarter inside Lacertes core workflow. Youll learn exactly how to convert prior-year data seamlessly create and organize new returns and use the Detail tab the way experienced preparers do jumping quickly between income" [YouTube Link](https://youtube.com/watch?v=EtPpFiFTmwg) 2026-01-28T17:49Z 43.8K followers, [---] engagements "There's No Such Thing as Audit-Proof. You're structuring client returns to avoid audit triggers based on what you've heard about how IRS audits work. File this way not that way. Keep mileage under this threshold. Avoid these red flags. Your client still gets audited. Here's the problem: you're chasing a myth. Nobody outside a handful of IRS computer programmers knows the actual formula that triggers audits. Not the IRS commissioner. Not the auditor who gets the case. The auditor opens their system one morning and finds your client's return on their desk with no explanation. It could be" [YouTube Link](https://youtube.com/watch?v=FrXvU-Yrht4) 2026-01-30T14:05Z 43.8K followers, 11K engagements "On the Books - In Conversation with Sasan Goodarzi "I believe we live in a world of confidence . AI will eliminate almost all the drudgery and manual work over time but it will not change the importance of human interaction." Sasan Goodarzi In this landmark episode on the On the Books podcast hosts Ted Callahan and Jessica McCracken are joined by Sasan Goodarzi CEO of Intuit. Sasan shares his unique leadership philosophy the future of the "human-to-AI" connection and how Intuit is revolutionizing the accounting industry through the newly launched Intuit Accountant Suite. In this episode we" [YouTube Link](https://youtube.com/watch?v=UgTbPDVvhxc) 2026-01-30T22:10Z 42K followers, [--] engagements "Intuit Lacerte: Firm Administration & Set Up Tired of wrestling with firm setup user permissions and print settings before you can even start preparing returns If Lacertes admin tools have ever felt overwhelming this webinar turns that frustration into clarity and control. In this session youll learn how to confidently configure Lacerte from the ground up including EIN registration firm identifiers preparer setup user access client letters billing defaults print workflows and more. Well walk through the exact settings that help real tax pros standardize their processes reduce rework and avoid" [YouTube Link](https://youtube.com/watch?v=Z6PvROtxrXA) 2026-01-28T17:36Z 42K followers, [--] engagements "Why Your IRS Letters Keep Getting Denied (Even When You're Right) You're responding to IRS letters with beautifully crafted explanations and heartfelt stories about hardship. The IRS keeps denying them. Your documentation is solid your reasoning is sound but you're addressing the wrong audience. The person opening your mail doesn't have a tax degree. They're processing hundreds of pieces of correspondence daily sorting them into boxes based on simple criteria. When you write emotionally compelling narratives without the right forms or clear categorization your letter gets routed incorrectly." [YouTube Link](https://youtube.com/watch?v=b8Rda1jHdnI) 2026-01-28T16:49Z 43.8K followers, 11.9K engagements "Intuit Accountant Suite - Short" [YouTube Link](https://youtube.com/watch?v=bwW-Grh0yZs) 2025-10-21T15:29Z 41.8K followers, [--] engagements "The Future of Accounting: AI & Automation in Action with Dext Discover how cutting-edge AI is transforming the accounting landscape by eliminating manual data entry enhancing data accuracy and unlocking real-time business insights. This session will supercharge your knowledge of AI as we explore various AI models dive into why not all AI is the same and see the power of AI in actions. Whether you're an accountant bookkeeper or small business owner learn how to stay ahead with smarter faster and more scalable tech solutions. Check out other Intuit partner webinars here:" [YouTube Link](https://youtube.com/watch?v=fSVZCaw00WI) 2025-06-09T21:29Z 42.3K followers, [---] engagements "Data Protection Software Differentiation & AI's Role Will AI Replace Tax Pros (Myths Busted) Think your client data sits vulnerable on your computer Believe all tax software is basically the same Will AI replace accountants entirely These myths are holding your firm back. Randy Hughes III CPA busts all four. Intuit's cloud solutions keep data encrypted and backed up while desktop options have robust local and hosted security. Either way you are protected by compliance-grade safeguards and audit-ready tracking. All tax software is not the same. From built-in advisory tools to smart automation" [YouTube Link](https://youtube.com/watch?v=knEldVDot28) 2026-01-27T14:33Z 43.8K followers, 10.4K engagements "Intuit ProConnect Tax: AI-Powered Workflow for Faster Smarter Tax Prep Are you ready to spend less time on manual data entry and more time advising your clients Discover how Intuit ProConnect Tax uses the power of AI to create a faster smarter and more intuitive tax preparation workflow giving you back your most valuable asset: time. This video demonstrates how our AI-assisted tools amplify your expertise not replace it. We believe the future of tax is "Powered by AI. Perfected by you." In this overview you'll see how ProConnect Tax helps you: 🔷 SLASH DATA ENTRY TIME with Intelligent Data" [YouTube Link](https://youtube.com/watch?v=nz8KThcbTqw) 2025-08-18T16:10Z 41.8K followers, [---] engagements "Intuit ProConnect Tax: AI-Powered Workflow for Faster Smarter Tax Prep Are you ready to spend less time on manual data entry and more time advising your clients Discover how Intuit ProConnect Tax uses the power of AI to create a faster smarter and more intuitive tax preparation workflow giving you back your most valuable asset: time. This video demonstrates how our AI-assisted tools amplify your expertise not replace it. We believe the future of tax is "Powered by AI. Perfected by you." In this overview you'll see how ProConnect Tax helps you: 🔷 SLASH DATA ENTRY TIME with Intelligent Data" [YouTube Link](https://youtube.com/watch?v=o4QluVjL8Fo) 2025-08-15T15:34Z 41.8K followers, [---] engagements "The freedom of cloud-based accounting: Intuit users share their stories Why move online Intuit user Thomas Gabbert CPA and three of his industry peers offer first-hand accounts of how the move to cloud-based accounting can boost efficiency deepen client relationships and make data entry obsolete. For additional details visit http://firmofthefuture.com" [YouTube Link](https://youtube.com/watch?v=-HL3Al_RMUI) 2016-03-15T19:02Z 37.2K followers, [---] engagements "How Advisory-First Firms Doubled Revenue While Working Half the Hours Are you charging $700 for a [----] while working 70-hour weeks Still telling yourself your market can't support higher rates Megan Leesley's response: Stop it. The only real constraint isn't your market. It's your mindset. And when she challenged that belief she doubled her revenue while cutting her client load in half. In this episode of Deduct This with Carrie and Lexi Megan Leesley Director of Tax at Dark Horse CPAs reveals how advisory-first firms are charging $1500 base rates working normal hours and proving that the" [YouTube Link](https://youtube.com/watch?v=0Wp4IBk_Qn8) 2026-01-14T23:56Z 43.8K followers, 13K engagements "From Burnout to Breakthrough How One Tax Pro Rebuilt Her Workflow with ProConnect Tax In this powerful short we hear the turning point that pushed one firm to completely rethink how they served clients. After back-to-back chaotic tax seasons filled with PPP questions EIDL confusion and remote work stress it became clear: the old model wasnt sustainable. Key insights for tax and accounting pros: Why just getting the work done wasnt enough and cost real revenue The wake-up call from [----] tax returns that sparked a shift toward advisory-first packages How saying no to new clients helped create" [YouTube Link](https://youtube.com/watch?v=0ne1WORhHqE) 2025-06-12T00:18Z 40.6K followers, 19.5K engagements "How Diagnostics Save You Time You're learning new tax law while prepping returns during deadline pressure. Your brain feels like if you absorb one more regulation you'll forget how to drive. Then you miss a conflict between two entries that the IRS will definitely catch. Here's what happens when you rely purely on human memory during complex tax seasons: mistakes slip through. With new legislation like the one big beautiful bill changing rules mid-season your brain is maxed out. You're supposed to remember every interaction between deductions credits multi-state rules and new provisions while" [YouTube Link](https://youtube.com/watch?v=0ywKyLHQZY4) 2026-01-23T14:38Z 43.8K followers, 16.2K engagements "AI Is a Tool Not Your Boss Firm owners lose sleep wondering if AI will replace them. Meanwhile the real question sits unanswered: are you framing AI as a threat or as the most powerful tool you've ever had access to Brandon Adjei cuts through the fear with clarity most thought leaders miss. AI is a servant not a family member. It doesn't love you. It can't drive your car write your essay or solve your equations. All it can do is execute what you input. The moment you understand AI as a tool like your computer or mobile device you stop seeing it as competition and start leveraging it for what" [YouTube Link](https://youtube.com/watch?v=1489xYSfDBY) 2026-01-10T00:50Z 43.8K followers, 16.6K engagements "From Field to Finance: Simplifying Accounting for Service Businesses Learn how accountants can help service-based businesses streamline job costing cash flow and bookkeeping by connecting field operations with clean accurate books. QuickBooks expert James Griner shares practical strategies and shows how Housecall Pros real-time integration reduces manual work and improves financial clarity. Youll learn how to: Eliminate manual entry with real-time syncing Simplify invoicing payments scheduling and dispatching Deliver deeper insights and stronger advisory support Check out other Intuit partner" [YouTube Link](https://youtube.com/watch?v=1EGJfPaFoQc) 2025-12-13T00:01Z 43.8K followers, [---] engagements "When Letting Go Leads to Growth: Offboarding Clients the Right Way with Nick Boscia Ever get that gut feeling when a clients name pops up and your stomach drops Youre not alone. In this episode of Deduct This with Carrie and Lexi firm owner and tax strategist Nick Boscia of The Balanced CPA shares how learning to offboard clients changed his firms culture profitability and sanity. Nick opens up about: Overcoming the fear of losing revenue when letting go of clients Reviewing the Five Worst Clients list weekly to protect team morale Setting clear expectations to prevent burnout and resentment" [YouTube Link](https://youtube.com/watch?v=2g5tkpwV86Y) 2025-11-07T03:08Z 38.1K followers, [--] engagements "Intuit Tax Advisor Welcome Video" [YouTube Link](https://youtube.com/watch?v=3DO3PGtPpOE) 2023-04-26T23:31Z 37K followers, [----] engagements "Dont Wait for the Perfect Plan Still waiting for the perfect moment to change Heres why thats holding you back. Kat Khalandach shares how starting small one workflow or one client at a time can lead to big results. Forget waiting for the perfect plan and start improving today. Want tools that help you work smarter not longer Explore Intuit Professional Tax Software: https://accountants.intuit.com/tax-software/ #TaxPro #WorkflowTips #ProConnectTax #IntuitTax #TaxPracticeGrowth #EfficiencyMindset #CPAWorkflow #TaxFirmMindset #ProcessImprovement #CPAChangeStrategies" [YouTube Link](https://youtube.com/watch?v=3YCNaTtrjtQ) 2025-10-10T13:17Z 37.6K followers, 44.4K engagements "Intuit ProConnect Tax - Benefits of the Cloud Linda Geer CPA at Geer CPA & Consulting talks about how working in the cloud enables her firm flexibility" [YouTube Link](https://youtube.com/watch?v=3gIUNi4HZ_Q) 2024-01-31T16:08Z 37.1K followers, [--] engagements "How to Pick Tax Software That Actually Matches Where Your Firm Is Going Are you using the same tax software you picked five years ago even though your practice has completely changed Still telling yourself it's too late in the year to evaluate alternatives You're choosing software for the firm you had not the firm you're building. Kristen Keats learned this the hard way. She built a firm around her ideal client not the clients she had yesterday. In this episode of Deduct This with Carrie and Lexi Kristen Keats owner of Sherwood Tax and Accounting breaks down how to evaluate tax software for" [YouTube Link](https://youtube.com/watch?v=3kV9eThnHtY) 2026-01-21T14:07Z 43.8K followers, 13.7K engagements "Whats Step One To Real Change Most firm owners know they need to change something. They're drowning in 120-hour tax seasons. Their staff is burned out. Their clients are demanding more than compliance. But they don't start because the change feels impossible especially when you're already successful. Joey Albertson reveals the one step most skip: deciding what you actually want before rebuilding anything. Not vaguely wanting a better firm. Getting ruthlessly specific about what "better" means for you. She walks through what that decision looks like: Do you want equity from a sale Systems that" [YouTube Link](https://youtube.com/watch?v=4H_2mlHgsJc) 2025-12-02T01:40Z 43.8K followers, 339.1K engagements "Politely Parting From Clients Breaking up is hard to do unless you have a system. Nick Boscia walks through his exact offboarding email template that protects your boundaries maintains professionalism and keeps the door open for future relationships. No drama. No guilt. Just clarity. Ready to handle tough conversations with confidence See how the right workflows make difficult decisions easier. Explore Intuit Professional Tax Software: https://accountants.intuit.com/tax-software/ #ClientCommunication #TaxFirmLeadership #WorkflowTips #TaxProLife #IntuitTax #ProConnectTax #DeductThisPodcast" [YouTube Link](https://youtube.com/watch?v=4N8RHURp-N8) 2025-11-13T00:26Z 38.5K followers, [---] engagements "Why Billable Hours Are Outdated Still billing by the hour Bob Wang explains why he ditched timesheets and shifted to outcome-based compensation a move that boosted morale fairness and client satisfaction. When you reward results over hours everyone wins. Want to upgrade your firms systems for the modern tax pro Explore Intuit Professional Tax Software: https://accountants.intuit.com/tax-software/ #ValuePricing #CPAWorkflow #TaxProTools#OutcomeBasedCompensation #ProConnect #TaxPracticeGrowth #IntuitTax #DeductThisPodcast" [YouTube Link](https://youtube.com/watch?v=567VAJjY_RE) 2025-10-24T21:27Z 37.4K followers, [---] engagements "I Accidentally Built My Dream Firm Most tax professionals never intended to own a firm. When Joey Albertson quit her corporate CFO job at [--] she had three young kids a co-founder with two kids of her own and one observation: small businesses were desperate for help and nobody was serving them the right way. Here's what surprised her most about leaving stability for entrepreneurship: being talented and needed doesn't automatically make you successful. Having demand doesn't mean you'll be profitable. Building a firm that actually works requires something most accountants never learn: the" [YouTube Link](https://youtube.com/watch?v=63HvLXObkJ8) 2025-12-02T01:26Z 39.3K followers, [--] engagements "Automate Tax Planning with ProConnect Tax Tembi Imlalazi demonstrates how ProConnect Tax Advisor enables you to become a year-round advisor. In minutes youll see how it: Identifies high-value planning opportunities in your client roster Auto-fills last years data into a new tax plan Recommends strategieslike retirement contributions or bonus depreciationto boost savings Provide clients with clear customized roadmaps that eliminate manual searches and unnecessary work. Experience built-in tax planning in action. Click the link below and start your free trial of ProConnect Tax today." [YouTube Link](https://youtube.com/watch?v=6JTRHk65nV0) 2025-08-09T02:08Z 37.2K followers, [----] engagements "Stop Selling Time. Start Selling Value Still billing by the hour Its time to flip the model. Geraldine Carter breaks down how CPAs can stop selling their time and start pricing based on outcomes. By shifting your mindset from time-tracking to value-creating youll unlock easier pricing better client alignment and higher profitability. Want software that helps you deliver more value in less time Explore Intuit Professional Tax Software: https://accountants.intuit.com/tax-software/ #ValuePricing #TaxAdvisory #CPAMindset #ClientOutcomes #Profitability #AccountingStrategy #IntuitTax" [YouTube Link](https://youtube.com/watch?v=7-57ye1bfwE) 2025-10-03T12:34Z 40.7K followers, 63.2K engagements "Is Your Tax Software Future-Ready You evaluate tax software by asking one question: Does it work It files returns so the answer is yes. Five years later you're manually handling multi-state complexity and remote team coordination because your multi-state tax software was never designed for growth. Here's the problem with "does it work" - it's a backward-looking question. Your software works fine for last year's practice but what about the firm you're trying to build Kristen Keats used ProSeries when she had a small practice serving straightforward clients. It worked perfectly. But software" [YouTube Link](https://youtube.com/watch?v=7K3fONyQa2A) 2026-01-23T14:30Z 43.8K followers, 13.9K engagements "Hardest Part of Transitioning Clients The hardest part isn't sending the email. It's what happens when they push back. Nick Boscia shares how to stay firm when clients guilt-trip negotiate or demand explanations. Keeping the wrong clients costs more than losing them and your team is watching how you handle it. Ready to protect your team's energy and focus See how firm-wide systems reinforce the boundaries you set. Explore Intuit Professional Tax Software: https://accountants.intuit.com/tax-software/ #ClientBoundaries #TaxFirmLeadership #CPAWorkflow #TaxProLife #FirmGrowth #IntuitTax" [YouTube Link](https://youtube.com/watch?v=8SvJOckWX74) 2025-11-13T00:34Z 38.5K followers, [---] engagements "Choose Progress Over Perfection with ProConnect Tax Thinking about upgrading your tax software Tembis advice: start small start now. In this clip she explains how to: Involve your team in setting realistic goals Break the project into bite-sized phases in the off-season Refine your setup as you go without the need for perfect first drafts Every improvement helps your firm run smoother. Dont let not perfect hold you back. Take the first step today. Explore ProConnect Taxs flexible platform and grow at your own pace. https://accountants.intuit.com/tax-software/ #ProConnectTax #SwitchSoftware" [YouTube Link](https://youtube.com/watch?v=8UYvnXExt2U) 2025-08-09T02:30Z 37.1K followers, [----] engagements "Intuit ProAdvisors and Utah Valley University partner to tackle the talent shortage The accounting profession is evolving but the talent pipeline isnt keeping up. Traditional accounting education largely focuses on tax and audit which many students find is outside of their interests. But one visionary professor along with two leading ProAdvisors were recently inspired to change the narrative in accounting education with the help of Intuits own ProAdvisor Academy" [YouTube Link](https://youtube.com/watch?v=AQWNbPZ_qy4) 2025-05-15T19:25Z 39K followers, [---] engagements "Where AI Helps and Where It Still Intimidates Us with Steven Gabrielsen Are you curious how real tax pros are using AI in their firms today and where they're drawing the line In this episode of Deduct This CPA and firm owner Steven Gabrielsen shares how he's harnessing AI to streamline workflows free up time for advisory work and boost client service without sacrificing the human relationships that define his practice. What you'll learn: Steven's journey from early adopter to AI advocate and what tools actually delivered ROI How automation is reshaping tax prep bookkeeping and client" [YouTube Link](https://youtube.com/watch?v=AlYeYkoSmtk) 2025-09-24T18:15Z 37K followers, 13.4K engagements "Process Is Your Competitive Advantage You're managing client work by memory Post-its and email reminders. It works with five clients. It breaks with twenty. It collapses with fifty. Kari Culumber's competitive advantage isn't fancy software or a bigger team. It's this: she documented every single workflow before she even had ten clients. She designed systems that work whether she's handling one client or a hundred. She built processes so clear that when she onboards someone new they don't need hand-holding. They follow the documentation. This isn't micromanagement. This is the opposite. When" [YouTube Link](https://youtube.com/watch?v=ApBJ1XIi8fY) 2025-12-12T12:56Z 43.8K followers, 26.6K engagements "Offboarding Clients Without Guilt Does your gut drop when a client's email hits your inbox That's not anxiety. That's your instinct telling you this relationship is costing more than it's worth. Nick Boscia learned that firing the wrong clients didn't hurt his firm; it saved it. More profit. Less stress. Better work. Ready to stop dreading Monday mornings See how better client management starts with better systems. Explore Intuit Professional Tax Software: https://accountants.intuit.com/tax-software/ #TaxFirmLeadership #ClientManagement #TaxProLife #CPAWorkflow #FirmGrowth #ProConnectTax" [YouTube Link](https://youtube.com/watch?v=B1giN1TnpH8) 2025-11-13T00:20Z 38.5K followers, [---] engagements "Intuit's ProConnect Tax: New and Improved Prep for Taxes -Prep for Taxes in Intuit ProConnect Tax now has more functionality to give you greater control over the books-to-tax process. Not only can you use ProConnect Tax to apply income statement balance sheet and trial balance data to prepare your clients tax filing but you can now do the following: -Review reclassify and remap data prior to applying it to a tax return. -Create tax adjustments and generate a workpaper to reconcile differences between the books and tax return. Note: Adjustments/remapping in ProConnect will not impact data in" [YouTube Link](https://youtube.com/watch?v=Csaro58E8q0) 2023-12-15T17:05Z 38.5K followers, [----] engagements "Intuit Quick Employer Forms Overview" [YouTube Link](https://youtube.com/watch?v=D0j6ID0em5M) 2024-08-14T18:17Z 37.7K followers, [----] engagements "Accountants talk about new Intuit AI agents Accountants detail how Intuit AI agents can transform their work enhance efficiency and accuracy detect anomalies and streamline processes. To find out more head over to the Firm of the Future blog: https://intuit.me/43xMY2K" [YouTube Link](https://youtube.com/watch?v=DVRKeZJ-llE) 2025-06-26T20:00Z 39K followers, [----] engagements "UHY QuickBooks Payments and Bill Pay case study Learn how QuickBooks Payments and Bill Pay helped top-30 firm UHY unlock efficiency cash flow and data visibility" [YouTube Link](https://youtube.com/watch?v=EEnXauP4ppU) 2025-04-11T19:15Z 37.6K followers, [---] engagements "Subscription Model & Lifestyle Change Christopher Picciurro shares how switching to a subscription-based model didn't just transform his revenue it transformed his lifestyle. By adapting his pricing to meet client needs and focusing on value he gained the freedom to live and work on his terms. If you're stuck in old models this is the mindset shift you need. Start your subscription model today with tools that support smarter pricing and more freedom: Explore Intuit Professional Tax Software: https://accountants.intuit.com/tax-software/ #SubscriptionModel #ValuePricing #TaxFirmGrowth" [YouTube Link](https://youtube.com/watch?v=FI0uD-nkdyM) 2025-09-20T07:19Z 37.7K followers, [---] engagements "Your Best Upgrade: Your Mindset Your firm invests thousands in software annually. But the most powerful upgrade costs nothing and gets ignored: shifting how your team sees their own capabilities. Brandon Adjei introduces a framework most accounting professionals never consider. You have abilities things you know you can do right now. But you also have capabilities seeds inside you that haven't germinated yet but are already fertilized. They just need the right environment to grow. Most firms focus exclusively on developing abilities through technical training while completely neglecting the" [YouTube Link](https://youtube.com/watch?v=H3_U8gUEvtU) 2026-01-10T00:37Z 43.8K followers, 16.6K engagements "Fortify your Firm: Data Security and Lasting Trust Fortify your firm: data security and lasting trust. Client trust starts with strong data security. Learn how proactive risk management helps prevent breaches meet compliance standards and protect your firms reputation" [YouTube Link](https://youtube.com/watch?v=HUTwU1c2Sbo) 2025-11-04T22:26Z 38K followers, [--] engagements "The Accidental Entrepreneur: How Joey Albertson Built a Profitable Family-First Firm When COVID hit Joey Albertson didn't plan to start a firm. She just wanted to help small businesses drowning in chaos. That impulse to serve turned into The Profitability Project and Bookflow two thriving businesses built on one non-negotiable rule: always be home for dinner. In this episode of Deduct This with Carrie and Lexi Joey reveals how she turned pandemic panic into a seven-person team that serves clients without sacrificing family time. If you're stuck in the 120-hour burnout cycle questioning" [YouTube Link](https://youtube.com/watch?v=HUsacg4QLNw) 2025-11-22T01:54Z 39K followers, [--] engagements "Tax Workflow Tip: How to Stay Organized and Stress-Free All Year Overwhelmed by a never-ending to-do list In this short hear a practical system from a seasoned tax professional that helps manage follow-ups client tasks and year-round notes with clarity. Why this works for tax and accounting pros: Breaks workflow into active pending and future task sheets Creates mental clarity by shrinking your work in progress list Supports smoother year-end reviews and next-season prep Encourages stress-free documentation thats easy to revisit Whether you're in the middle of client prep or closing the books" [YouTube Link](https://youtube.com/watch?v=I-RM-BfWBgU) 2025-06-13T00:41Z 41.4K followers, [----] engagements "Are We Hiring for the Right Skills What happens when your smartest hire freezes on a client call Mike Manalac learned that the accounting profession hasn't changed how it hires in decades. The focus is still heavily weighted toward technical skills: Excel proficiency analytical thinking memorizing IRS code. But here's what actually matters when you're meeting a client virtually and selling trust and relationships. Here's what matters when you're building an advisory practice instead of just filing returns. Those technical skills still matter but firms obsessing over them are missing the real" [YouTube Link](https://youtube.com/watch?v=I7pCiA31Xjo) 2025-12-06T01:04Z 43.8K followers, 34.6K engagements "The Real Cost of the Billable Hour Still tracking hours instead of outcomes Randy Crabtree demonstrates how the billable hour undermines morale restricts growth and exhausts top talent. It penalizes efficiency rewards inefficiency and traps firms in a cycle where working faster means earning less. The math is flawed: your fastest and most experienced preparers are penalized for being good at their jobs. Meanwhile clients resent paying for time instead of results. Value pricing flips this equation. You charge for expertise and outcomes not hours logged. Ready to shift how you measure success" [YouTube Link](https://youtube.com/watch?v=IFBV9rVxTrk) 2025-11-06T00:57Z 38.6K followers, 20.6K engagements "Karen Peacock shares her thoughts on QuickBooks Connect Intuit employees - including Karen Peacock VP leader of the Small Business Segment - are fired up about QuickBooks Connect See why in this short video. It's not too late to register Sign up here: http://intuit.me/1IlqTaG. Save $50 by using promo code SOCIAL" [YouTube Link](https://youtube.com/watch?v=IGphJF2TrMw) 2015-10-28T15:33Z 37.7K followers, [---] engagements "QuickBooks Bill Pay: Streamline accounts payable for your clients and your firm Discover how QuickBooks Bill Pay can help you and your clients easily manage and pay bills within QuickBooks Online. With its automation tools you and your clients can streamline your accounts payable process invite vendors to provide payment information and even set custom roles for your team -- ensuring that the right people are involved in the bill approval and payment process (with Bill Pay Elite or QuickBooks Online Advanced). Say goodbye to time-consuming tasks and hello to efficient cash flow management" [YouTube Link](https://youtube.com/watch?v=ITNIpvKeCzk) 2024-10-18T16:11Z 40.6K followers, [---] engagements "Pricing Strategy + Client Access Your pricing should reflect the complexity of your work especially in tax. Christopher J. Picciurro breaks down how his firm built a proprietary pricing model that accounts for multistate returns and offers clients real-time access to help through CPA Urgent Care. The result A smarter year-round client experience that boosts retention and revenue. Rebuild your pricing strategy with software that reflects your value and supports growth: Explore Intuit Professional Tax Software: https://accountants.intuit.com/tax-software/ #PricingModel #CPAUrgentCare" [YouTube Link](https://youtube.com/watch?v=JM2F1MKeGTw) 2025-09-20T07:33Z 38.6K followers, [---] engagements "Using AI Without Losing Yourself Feeling overwhelmed by all the AI tools Youre not alone. Yuri Kapilovich breaks down how to adopt automation without sacrificing the personal touch that clients value most. His advice: dont chase every shiny tool. Start small. Protect your time. And align your tech with your goals not the other way around. Want AI that supports you but doesn't replace you Explore Intuit Professional Tax Software: https://accountants.intuit.com/tax-software/ #AIInAccounting #ClientExperience #AutomationTools #TaxAdvisor #SmartScaling #IntuitTax #WorkflowEfficiency #TheFunCPA" [YouTube Link](https://youtube.com/watch?v=Jb3vkbmzpm8) 2025-10-20T16:57Z 40.6K followers, 26.3K engagements "Intuit Tax Advisor - Pass Through Entity Tax [--] Learn how ITA handles the Pass Through Entity specifically for California" [YouTube Link](https://youtube.com/watch?v=JcEoZ_yxIbY) 2024-06-24T16:00Z 40.6K followers, [---] engagements "Building a Lifestyle Firm What if your firm could serve fewer clients and give you more time with your family In this clip Yuri Kapilovich shares how becoming a parent reshaped his business. He ditched the grind of low-value returns and built a lifestyle firm centered on client quality not quantity. If you're tired of measuring success by how many returns you file this mindset shift is for you. Ready to build a firm that supports your life Explore Intuit Professional Tax Software: https://accountants.intuit.com/tax-software/ #LifestyleFirm #TaxPro #CPAWorkflow #ValueOverVolume" [YouTube Link](https://youtube.com/watch?v=K97ukYnOxUw) 2025-10-20T16:26Z 37.6K followers, 20.7K engagements "Take a tour of the improved accountants.intuit.com website The Intuit Accounting Professionals Division will be launching an improved website experience. Now you have one place to go to access all of your information. So whether you're a QuickBooks ProAdvisor or a Lacerte or a ProSeries customer or a combination you'll only need to go one URL to access your accounts and dashboard. It's the one-stop-shop you've been waiting for Learn more in this article: http://bit.ly/UkqQA8" [YouTube Link](https://youtube.com/watch?v=Mrz6RlPMB70) 2012-09-18T17:14Z 37.6K followers, [---] engagements "Intuit Accountants Innovation Showcase Intuit Enterprise Suite QuickBooks Money Intuit leaders share our vision for the mid-market customers with the accountant community highlighting innovations across the QuickBooks Money platform and providing a first look at Intuit Enterprise Suitea scalable integrated multi-entity platform designed to enhance productivity and profitability for clients with complex needs. Chapters 0:00 - Introduction & Our Journey with Accountants 2:48 - Mid-Market Platform Innovations 10:34 - QuickBooks Money Platform 21:51 - Intuit Enterprise Suite 41:04 - Closing &" [YouTube Link](https://youtube.com/watch?v=NsxkpAgJx0o) 2024-10-11T20:08Z 41.5K followers, [----] engagements "How to Deliver Bundled Services: An Introduction What are bundled services and why should you consider implementing them in your tax and accounting firm Learn from Andrea Parness CPA CTC" [YouTube Link](https://youtube.com/watch?v=O8XurDrtG8Q) 2019-04-22T17:47Z 38.2K followers, [---] engagements "Why Investing in Yourself and Your Team Might Be the Most Powerful Software Upgrade Your Firm Makes Your team keeps burning out. You've upgraded your software hired more people adjusted workloads but the tax accountant burnout cycle repeats. What if the real bottleneck isn't your tools or your headcount In this episode of Deduct This with Carrie and Lexi investor and finance expert Brandon Adjei founder of Bargraph Solutions reveals why personal development and mindset shifts drive success more powerfully than any technology purchase alone. Brandon has seen every evolution of the accounting" [YouTube Link](https://youtube.com/watch?v=OHvIOu_WX3Q) 2026-01-07T18:06Z 43.8K followers, 12.3K engagements "Moving the Practice to Another Place Priceless Flexibility What if you could run your entire firm from anywhere even abroad Randy Hughes explains how a volunteer assignment in Jamaica turned into nine years of remote success all thanks to cloud-based tools and intentional systems. If you're seeking flexibility without sacrificing growth this story proves its more than possible its profitable. Want to build a flexible firm with tools that support remote work from anywhere in the world Explore Intuit Professional Tax Software: https://accountants.intuit.com/tax-software/ #RemoteCPA #DigitalFirm" [YouTube Link](https://youtube.com/watch?v=QFY7mN_R9Ug) 2025-09-18T01:25Z 37.3K followers, [----] engagements "Why We Chose to Go 100% Paperless Client tax returns bank statements and sensitive financial data are scattered across your home office while your kids are doing Zoom school at the same kitchen table. If you're uncomfortable with that security risk you're not alone. Kari Culumber started her firm at the height of the pandemic and made a decision that seemed like a workaround at the time: go completely paperless. But it wasn't about convenience. It was about compliance. As an accountant you're responsible for client PII and secure documents. You can't promise security when paper is sitting in" [YouTube Link](https://youtube.com/watch?v=RGXjDafGBbA) 2025-12-12T12:50Z 43.8K followers, 34.6K engagements "How to Attract & Retain Gen Z Talent Your small firm is exactly what Gen Z wants. So why aren't they applying Mike Manalac discovered that smaller firms aren't at a disadvantage in the Gen Z hiring war. They're perfectly positioned to win but most don't know it. The problems Gen Z sees in accounting are well documented: endless busy seasons manual grunt work rigid structures and no real advisory opportunities. But here's what most firms miss: Gen Z isn't leaving because the problem is unsolvable. They're leaving because firms aren't solving it. The good news Smaller firms are actually more" [YouTube Link](https://youtube.com/watch?v=SAgRmhXG6Ws) 2025-12-06T00:57Z 43.8K followers, 37.6K engagements "Intuit ProConnect Tax's Award Winning Customer Support Komal Thakkor-Modi CPA at KTMG talks about how ProConnect Tax helps her firm Wanna hear more from our happy customers See what other ProConnect Tax users are saying on G2: https://www.g2.com/products/proconnect-tax/reviews" [YouTube Link](https://youtube.com/watch?v=SER42FV_kmY) 2024-01-31T16:48Z 37.2K followers, [--] engagements "The Human Side of Advisory Tech with Yuri Kapilovich Want to scale your firm without losing your sanity or your personal touch In this energizing episode of Deduct This CPA and firm owner Yuri Kapilovich (aka The Fun CPA) shares how to use tech not to replace relationships but to enhance them. From $100/hour bus rides to building a lifestyle firm with a $2000 minimum fee Yuri reveals how he streamlined his practice with cloud-based tools scaled client value and preserved the high-touch service his clients love. Youll learn how to: Build a modern firm that runs on your schedule (not your" [YouTube Link](https://youtube.com/watch?v=TxWaRSX5V-E) 2025-10-16T16:05Z 38.7K followers, [----] engagements "UHY QuickBooks Payments and Bill Pay case study - [--] seconds" [YouTube Link](https://youtube.com/watch?v=U4mcYap-ln4) 2025-05-05T12:59Z 37.6K followers, [---] engagements "Don't Just Survive Tax Season Your friends stopped calling during tax season because they know you'll say no. You work 70-hour weeks skip workouts cancel date nights and become a shell of a person classic tax accountant burnout from January through April because that's just how tax season works. Except it doesn't have to. When you treat April 15th as an unmovable deadline for every client you create artificial urgency that destroys your life for four months straight. The truth Megan Leesley discovered: April 15th is false news. You can schedule clients out build proper workflows and get" [YouTube Link](https://youtube.com/watch?v=Ub4dwjmJ870) 2026-01-16T17:41Z 43.8K followers, 13.5K engagements "Why offer Tax Advisory Services" [YouTube Link](https://youtube.com/watch?v=V3QweC-dr0c) 2023-04-20T22:20Z 41.3K followers, [---] engagements "AI Is the New Advisory: Transform Bookkeepers into Strategic Advisors The traditional bookkeeping model is evolving. While competitors cling to commodity services forward-thinking firms are discovering the ultimate differentiator: AI-powered advisory services that deliver a 95% client success rate. In this game-changing 60-minute session discover the exact 3-step AI Growth Formula that's transforming ordinary QuickBooks Online bookkeepers into indispensable strategic advisorsand generating premium revenue streams that clients can't get anywhere else" [YouTube Link](https://youtube.com/watch?v=VpeSXqZXVGo) 2025-11-05T19:37Z 38.1K followers, [--] engagements "The Dinner Table Test for Firms Burnout in accounting is real. Peak season hours routinely hit 120+ per week making it nearly impossible to maintain any semblance of personal life family time or health. Most firms accept this as the cost of doing business. Joey Albertson asked a different question: what if your firm model was built around getting home for dinner every single night Not as a nice-to-have. As a business requirement. With a team of seven managing hundreds of annual returns and zero glorification of grinding she built proof that the old model isn't inevitable. She shows how" [YouTube Link](https://youtube.com/watch?v=W2qSX6GdfQU) 2025-12-02T01:33Z 39.3K followers, [---] engagements ""It's Accrual World" Account INK Episode [--] of [--] (Intuit Accountants) How far does one accountant go to show pride in his job To celebrate Accounting Appreciation Month this CPA takes you inside the world of "Account Ink" and proclaim that #AccountantsCount. What accounting term would you have tattooed Tell us in the comments. Be sure to check out the entire "Account Ink" series here: http://bit.ly/AccountINK Subscribe to Our YouTube Channel -http://bit.ly/1egduOL Like us on Facebook - http://on.fb.me/17m4aDP Follow us on Twitter -- http://bit.ly/SVG3bs" [YouTube Link](https://youtube.com/watch?v=WxKPUfMw-_s) 2013-11-19T17:35Z 39.1K followers, [----] engagements "AI Builds Data. Empathy Builds Impact As AI in accounting accelerates clients are starting to feel like they're talking to software instead of a trusted advisor. Faster responses cleaner reports and perfectly summarized data mean nothing when the human connection disappears. As AI becomes embedded in tax workflows many firms quietly pull back from real conversations. Advice gets technically sound but emotionally hollow. Planning turns generic. Clients stop feeling seen. So the question is will AI replace accountants The real risk isn't AI replacing tax pros it's tax pros replacing themselves" [YouTube Link](https://youtube.com/watch?v=Xha51sAJzc4) 2026-01-16T17:54Z 43.8K followers, 14.3K engagements "Why October Is Perfect for Change Feeling burnt out after tax season October might be your secret. Its the best time to reset. Kat Khalandach explains why this short window is ideal for rethinking workflows testing new tools and setting your firm up for a better year ahead. Her advice: dont wait until its busy again to improve whats working. Ready to build smarter systems for next season Explore Intuit Professional Tax Software: https://accountants.intuit.com/tax-software/ #TaxPro #CPAWorkflow #TaxSeasonPrep #IntuitTax #ProConnectTax #SmartSwitching #TaxPracticeGrowth #TaxFirmReset" [YouTube Link](https://youtube.com/watch?v=Xq5MD_CmJA0) 2025-10-10T13:11Z 37.2K followers, [----] engagements "How to Start Going Digital When You're Overwhelmed You know you need to go digital. But the idea of documenting every workflow picking the right tools and redesigning everything at once while you're already drowning That's why most firms don't start. Kari Culumber's advice cuts through the overwhelm: you don't need to change everything. You don't need a year-long project (okay she spent a year but she built everything from scratch with no clients). You need to start incredibly small. First step: document what you're doing right now in all its mess and imperfection. Don't try to make it" [YouTube Link](https://youtube.com/watch?v=Y6aNLZU4tsg) 2025-12-12T13:03Z 43.8K followers, 26.9K engagements "Tax strategies: QBI (Qualified Business Income/Section 199) Tax Advisors: learn how to optimize your Qualified Business Income (QBI) through income shifting and deferral strategies before this provision expires in [----]. Dominique Molina President of the American Institute of Certified Tax Coaches can show you how. Brought to you by Intuit Tax Advisor" [YouTube Link](https://youtube.com/watch?v=YCiB3D-af0Q) 2023-06-05T20:21Z 40.6K followers, [----] engagements "What Makes Your Firm Stand Out The best hire you'll never make just scrolled past your job post. Not because of salary. Because your firm looks exactly like the [--] others they saw today. Mike Manalac discovered that in a competitive hiring market especially for entry-level talent standing out isn't automatic. Your work doesn't speak for itself if nobody knows what you're about. Most professionals let their brand build naturally but that's a missed opportunity. Without intentional differentiation you're just another name in a stack of rsums. A distinct authentic brand doesn't just attract" [YouTube Link](https://youtube.com/watch?v=YaXnDLMcIx4) 2025-12-06T00:51Z 43.8K followers, 31.2K engagements "Charging a $2K Minimum Charging a $2000 minimum might sound risky until you realize your cheapest clients often cost you the most time. Yuri Kapilovich explains how he built a high-referral network using LinkedIn bus thoughts grew authentically through connections and eventually fired lower-value clients. This is how you scale without selling out. Want a firm that values your time Explore Intuit Professional Tax Software: https://accountants.intuit.com/tax-software/ #PricingStrategy #ValuePricing #TaxFirmGrowth #FireBadClients #LinkedInMarketing #CPAWorkflow #IntuitTax #TheFunCPA" [YouTube Link](https://youtube.com/watch?v=_zOGKEb8S3k) 2025-10-20T16:41Z 41.5K followers, 36.1K engagements "Here I Am Intuit Video We want to remind you that there is nothing better than modern-day desktop accounting software. Oops this sentence is already obsolete find out how here: http://www.intuitaccountants.com/history What career advice would you have given yourself a decade ago Tell us in the comments below. How has accounting changed over the years Watch all our #HistoryOfAccounting videos to find out: http://bit.ly/164xSOS Subscribe to Our YouTube Channel - http://www.youtube.com/subscription_centeradd_user=IntuitAcademy Like us on Facebook - https://www.facebook.com/intuitaccountants" [YouTube Link](https://youtube.com/watch?v=auveHrO4Ymg) 2013-08-06T21:59Z 40.6K followers, [----] engagements "Shahab Maslehati uses #IntuitTaxAdvisor to easily create client scenarios and plan for the future @spawn15111@ShahabMaslehati the founder CEO and CCO of Seed Money Consulting talks to how #IntuitTaxAdvisor helps #taxadvisors showcases their expertise and bulids client confidence" [YouTube Link](https://youtube.com/watch?v=bLMesRMZbLI) 2023-10-05T23:03Z 39.2K followers, [---] engagements "INCO Socials TimeTracking v002 Intuit Practice Management allows you to track the time of your firm/employees from directly within" [YouTube Link](https://youtube.com/watch?v=cDGEYSfqx8s) 2020-11-19T17:00Z 38.7K followers, [--] engagements "What Top Talent Actually Wants: How to Recruit and Retain in Todays Accounting Landscape Cant hire fast enough Losing great people Feeling the talent pipeline shrinking more every year Youre not alone. In this episode of Deduct This with Carrie and Lexi CPA and career strategist Mike Manalac known online as Mike from Accounting breaks down exactly what todays accounting talent is looking for why theyre leaving and how firms can evolve to keep their best people. With experience across Big Four Fortune [---] and high-growth firms and having mentored hundreds of young accountants Mike reveals the" [YouTube Link](https://youtube.com/watch?v=d5xJ6ete7yY) 2025-12-03T17:21Z 43.8K followers, 11.4K engagements "AI Tools Wont Replace You They Elevate You AI wont take your job itll transform it. In this powerful clip Steven Gabrielsen shares how the rise of automation is pushing tax pros to evolve beyond data entry and into strategic advisory roles. As tools begin to automate tax prep and bookkeeping the value of human insight only increases. If you're ready to break free from commoditized services and focus on deeper client relationships this one's for you. Want software that empowers your evolution as a trusted advisor Explore Intuit Professional Tax Software:" [YouTube Link](https://youtube.com/watch?v=eAGNvmGDNVM) 2025-09-26T14:05Z 38.6K followers, 16.1K engagements "Burnout Isn't a Badge of Honor Burnout isn't proof that you care more. It's a warning that your firm's systems are broken. Randy Crabtree learned it the hard way: working yourself into the ground doesn't build a better practice; it destroys one. He rebuilt his firm around workflows that sustain success rather than burning through people. What if you could work fewer hours and serve more clients better The firms winning right now aren't grinding harder. They're automating smarter delegating strategically and protecting the energy that makes great work possible. Ready to rethink how your firm" [YouTube Link](https://youtube.com/watch?v=fQYZUGIBhks) 2025-11-06T00:47Z 38.5K followers, [----] engagements "Healthy Teams Start With Boundaries Your team's burnout isn't a mystery; it's a boundary problem. Randy Crabtree shares how clear limits and better workflows protect energy attract talent and boost performance. When everything is urgent nothing is urgent. When everyone works nights and weekends you're not dedicated you're understaffed. Sustainable firms establish clear boundaries around client expectations scope creep and after-hours communication. They build workflows that respect people's time instead of consuming it. The result Lower turnover higher morale and better work quality. Ready to" [YouTube Link](https://youtube.com/watch?v=fU8-f5tO0sY) 2025-11-06T01:02Z 38.1K followers, [----] engagements "Intuit Tax Advisor Overview" [YouTube Link](https://youtube.com/watch?v=gbX-jxTNGF8) 2023-04-26T23:31Z 38.5K followers, [----] engagements "What's New in QuickBooks [----] - Part [--] of [--] MB Raimondi CPA.CITP demonstrates the new features in QuickBooks 2012" [YouTube Link](https://youtube.com/watch?v=h5Oskd4GKak) 2013-01-13T01:16Z 39.2K followers, [----] engagements "Intuit Accountant Suite Testimonial - Alicia Eastvold" [YouTube Link](https://youtube.com/watch?v=i1G98xVuHYI) 2025-10-21T15:31Z 41.5K followers, [--] engagements "Amplify your tax advisory capabilities with Intuit Tax Advisor in ProConnect Tax Find out how ProConnect Tax customers amplify their tax advisory and planning capabilities with Intuit Tax Advisor now seamlessly integrated in the ProConnect Tax software. Discover how Intuit Tax Advisor can help you find new ways to create value for your clients: https://accountants.intuit.com/tax-software/tax-online/" [YouTube Link](https://youtube.com/watch?v=i9xZ9SE9f5c) 2025-05-14T16:40Z 40K followers, [---] engagements "Intuit's Dan Wernikoff on QuickBooks Connect See why Dan Wernikoff - Executive VP and General Manager of the Small Business Group - is excited about QuickBooks Connect. It's not too late to register Sign up here: http://intuit.me/1IlqTaG. Save $50 by using promo code SOCIAL" [YouTube Link](https://youtube.com/watch?v=iGLLIWLcKEw) 2015-10-28T15:25Z 38.3K followers, [---] engagements "Intuit Accountant Suite Testimonial - Patrick Ball" [YouTube Link](https://youtube.com/watch?v=j01bgVEvMNw) 2025-10-21T15:38Z 40.6K followers, [--] engagements "Intuit ProConnect Tax Online: Data Entry & Tools Unlock the full power of ProConnect Taxs data entry tools in this concise walkthrough with Senior Solutions Specialist Ashley Henderson. Youll learn how to breeze through every tax return from entering estimated payments and filing extensions to managing depreciation schedules and amending returns all within a single browser-based platform. Discover time-saving techniques for attaching supporting documents handling multi-state wage sourcing and leveraging smart overrides that keep your data accurate and compliant. Whether youre a veteran" [YouTube Link](https://youtube.com/watch?v=l-J9JyP02Pk) 2025-07-16T15:52Z 39K followers, [----] engagements "What is agentic AI *What is agentic AI* Accounting is changing faster than ever and its not just about automation anymore. In this video we break down agentic AI and what it really means for accountants CAS practices and modern firms. Youve probably already seen how generative AI helps with reporting forecasting and analysis. But agentic AI goes a step further. These systems dont wait for prompts instead they monitor data make decisions and run entire workflows with minimal human intervention. That shift is redefining how accounting work gets done. In this video youll learn: What agentic AI" [YouTube Link](https://youtube.com/watch?v=lPKcQce61gQ) 2026-01-23T02:47Z 43.8K followers, [--] engagements "Faster Closes Fewer Headaches: Automating Expenses for Modern Firms Discover how accounting teams are leveraging Ramp and QuickBooks to automate expense management streamline the month-end close and deliver real-time financial insights. In this panel discussion industry experts share how firms reduce manual work through automated receipt capture transaction coding approvals and reconciliation and how Ramps real-time sync with QuickBooks helps maintain accurate books and accelerate the close process. The panel also explores how AI and automation enable accountants to shift more time toward" [YouTube Link](https://youtube.com/watch?v=lTvKBkb6wkw) 2025-12-10T03:23Z 43.8K followers, [--] engagements "The Advantages of Intuit ProConnect Tax for Large Firms with High-Volume Returns Are you ready to take your tax practice to the next level Intuit ProConnect Tax offers powerful tools and integrations tailored for tax professionals. Enhance efficiency streamline client communication and provide top-tier advisory services with our cutting-edge features. 🔧 Key Features of Intuit ProConnect Tax: QBOA Integration: Seamlessly integrate with QuickBooks Online Accountant for a unified accounting and tax solution. Trial Balance Import: Simplify your workflow by easily importing trial balances" [YouTube Link](https://youtube.com/watch?v=lXhNAO8teZo) 2024-08-13T18:58Z 40.6K followers, 56.8K engagements "Accrual Method for Calculating Commissions in QuickBooks Advanced Certified QuickBooks ProAdvisor Reesa McKenzie shows accounting professionals how to save time by using the accrual method for tracking commissions" [YouTube Link](https://youtube.com/watch?v=mPai6ETaZaI) 2012-02-06T20:59Z 38.5K followers, 20.4K engagements "How Going Fully Digital Became a Firms Biggest Competitive Advantage Still buried in paper Still printing scanning storing files or worrying about security risks in a home office Youre not alone. In this episode of Deduct This with Carrie and Lexi business strategist Kari Culumber breaks down how she built a 100% digital paperless accounting firm and why modern firms cant afford not to make this shift. Kari launched her firm at the height of the pandemic and quickly learned that going digital wasnt just about convenience. With a background in project management and business analysis she built" [YouTube Link](https://youtube.com/watch?v=mfqfT7MCH3g) 2025-12-10T23:00Z 43.8K followers, 17.1K engagements "Advisory First: Why It Matters You built your firm on compliance work. It's reliable predictable revenue every tax season. But in the compliance vs advisory debate AI is absorbing compliance faster than most firms realize. Dark Horse CPAs saw this coming two years ago and made a decision that felt risky: adopt the CPA advisory model fully which means advisory-first not advisory as an add-on. Megan Leesley knew that positioning for higher-level service meant embracing advisory [---] percent. Compliance isn't disappearing but it's becoming table stakes that technology handles increasingly" [YouTube Link](https://youtube.com/watch?v=n7ML-QPrm5E) 2026-01-16T17:30Z 43.8K followers, 12.1K engagements "Scaling Smarter: The Metrics That Actually Matter with Bob Wang What should you measure to grow a profitable durable firm without burnout or busywork In this episode entrepreneur and fractional CFO Bob Wang shares the KPIs that move the needle how to align pricing and compensation with outcomes and what buyers look for when valuing firms. Youll learn: Why output-based compensation can outperform billable hours How to align incentives across pricing team pay and technology adoption The balanced scorecard Bob used to reward both volume and quality Recurring vs. one-time revenue and why" [YouTube Link](https://youtube.com/watch?v=pDtchAkHorI) 2025-10-22T08:37Z 38.5K followers, 10.9K engagements "Intuit's Luis Sanchez Shares His Excitement about QuickBooks Connect Intuit employees - including Luis Sanchez Director of Marketing for the Accountant Segment - cant wait for QuickBooks Connect. See why in this short video. It's not too late to register Sign up here: http://intuit.me/1IlqTaG. Save $50 by using promo code SOCIAL" [YouTube Link](https://youtube.com/watch?v=pGsFp4bG4kE) 2015-10-28T15:40Z 39.2K followers, [---] engagements "Recover & Ramp Up: Post-Season Planning with ProConnect Tax Just wrapped another grueling filing season Tax and accounting pros know the first move is to pause and recharge.nap hydrate reconnect with family. Then the real magic happens: jump into proactive planning. What youll learn in this short: Why reduced hours immediately after April [--] fuel long-term productivity How Q2 estimated tax check-ins keep cash flow steady The power of year-round client conversations no more surprises when the season returns Tips for serving volatile-industry clients who cant delay filing By spreading advisory" [YouTube Link](https://youtube.com/watch?v=pPBmg7lEwiM) 2025-06-28T02:59Z 37.2K followers, 17.1K engagements "Switching Software Forms Coverage & Security Will Switching Tax Software Wreck My Data (Myths Busted) Worried switching tax software will destroy years of client data Concerned the new platform will not have the forms you need Nervous about cloud security These fears keep firms stuck with outdated software longer than they should. Randy Hughes III CPA busts all three mythsIntuit's tax software data migration teams handle the heavy lifting securely moving your client data and setting up workflows so you are ready for day one. Even massive multi-year multi-entity migrations are handled with" [YouTube Link](https://youtube.com/watch?v=q0AST1IHs0s) 2026-01-27T14:22Z 43.8K followers, 15.2K engagements "Why use Intuit Tax Advisor" [YouTube Link](https://youtube.com/watch?v=q5pns3zsUng) 2023-04-26T23:31Z 40.6K followers, [---] engagements "2025 Year-End Review A look back at 2025s most innovative accountant-inspired updates and features. For more information see https://intuit.me/accountants2025" [YouTube Link](https://youtube.com/watch?v=s2h3RyKHRiQ) 2025-12-19T12:45Z 43.8K followers, [---] engagements "Start Small. Let Data Guide You. Big changes dont need big drama. BobWang shares how he used data and new hires to gradually roll out smarter incentives without rocking the boat. Start small measure impact and let the numbers drive the shift. Want to simplify your systems with smart gradual change Explore Intuit Professional Tax Software: https://accountants.intuit.com/tax-software/ #TaxPracticeOptimization #IncentivePlanning#KPIDrivenFirms #ChangeManagement #ProConnectTax #IntuitTax #TaxProStrategy ##DeductThisPodcast" [YouTube Link](https://youtube.com/watch?v=s3jsEO8h4l0) 2025-10-24T21:42Z 37.6K followers, [---] engagements "Productivity & Wellness in Tax Season - How to Optimize Both Productivity & Wellness in Tax Season - How to Optimize Both" [YouTube Link](https://youtube.com/watch?v=tqzPWO9AHCI) 2026-01-08T19:10Z 43.8K followers, [--] engagements "QuickBooks Connect - see why Intuit's Heather Kirkby is excited Intuit employees - including Heather Kirkby leader of the product team for QuickBooks Online Accountant - hope to see you at QuickBooks Connect. See why in this short video. It's not too late to register Sign up here: http://intuit.me/1IlqTaG. Save $50 by using promo code SOCIAL" [YouTube Link](https://youtube.com/watch?v=uLAHt9f0Dvw) 2015-10-28T15:26Z 38.1K followers, [---] engagements "From Bill to Bank: Supercharge Cash Flow & Reduce DSO with Faster Invoicing with BigTime Want to accelerate cash flow and reduce Days Sales Outstanding Discover how leading professional services firms are doing it with BigTime and QuickBooks Hear how New Resources Consulting IQ Business Group and Titus Talent leveraged BigTimes purpose-built features and QuickBooks financial backbone to cut days off their invoicing cyclewithout disrupting client relationships" [YouTube Link](https://youtube.com/watch?v=urbXGFwPbTE) 2025-05-30T15:57Z 37.6K followers, [--] engagements "QuickBooks Enterprise Solutions [----] Enhancements Intuit QuickBooks Product Specialist Woody Adams describes some of the enhancements and improvements in QuickBooks Enterprise Solutions [----] including inventory and advanced pricing (http://bit.ly/1972Ici) Subscribe to Our YouTube Channel - http://www.youtube.com/subscription_centeradd_user=IntuitAcademy Like us on Facebook - https://www.facebook.com/intuitaccountants Follow us on Twitter -- http://www.twitter.com/IntuitAccts" [YouTube Link](https://youtube.com/watch?v=vxLv4Jh-daw) 2013-11-01T04:39Z 37.5K followers, [----] engagements "Success Starts with Personal Growth You've upgraded your software three times hired more staff and adjusted workflows. But the same problems keep surfacing because you're investing in everything except what actually drives transformation. Brandon Adjei has seen the accounting industry evolve over two decades from auditing in the aftermath of Enron to helping firms adopt AI. His perspective reveals something most firms miss: the industry has always transformed through external shifts like Sarbanes-Oxley and AI adoption but the firms that thrive transform from within first. Technology creates" [YouTube Link](https://youtube.com/watch?v=wdynWXka9oY) 2026-01-10T00:19Z 43.8K followers, 11K engagements "RFQ-TV-Avalara: Making Sales Tax Less Taxing The RFQ-TV team (Stacy Kildal Dawn W Brolin CPA MSA and Wood Adams) welcome Ian Clyde of Avalara onto the show to discuss and demonstrate the great sales tax services offered to todays accounting professionals" [YouTube Link](https://youtube.com/watch?v=z5MpHkRKfrw) 2013-03-18T06:17Z 39.3K followers, [---] engagements "ProConnect Tax User Access Explained Let's dive into understanding user access for ProConnect Tax" [YouTube Link](https://youtube.com/watch?v=-4GWjzR85VU) 2025-08-20T20:13Z 34.1K followers, [--] engagements "Deliver brilliant tax-planning solution with Lacerte Lacerte brings clarity to clients financial future with insights you can trust. Now included deliver personalized client strategies and automate tax planning directly from client returns. Learn more https://accountants.intuit.com/tax-software/lacerte/" [YouTube Link](https://youtube.com/watch?v=-4Pjg6TZ6vE) 2025-05-07T13:27Z 15.7K followers, [--] engagements "A Seamless Data Conversion Experience with Intuit ProConnect Tax Welcome to Data Conversion made easy with Intuit ProConnect Tax the ultimate cloud-based tax preparation software that's designed for effortless data conversion and bank level security. 🔒 Encrypted Automated Easy Data Conversion Our team of highly skilled Easy Start pros have streamlined the successful encrypted data transfer for tens of thousands of new firms just like yours. With ProConnect Tax you can rest assured that your client data conversion is completely secure thanks to our powerful encrypted security. ✨ Why Choose" [YouTube Link](https://youtube.com/watch?v=-wyINFjjZCg) 2024-11-20T15:34Z 15.8K followers, [---] engagements "Inventory to Accounting: Deep Dive into Intuit QuickBooks + Fishbowl Curious how Fishbowl and QuickBooks can work together to simplify your business operations Fishbowl is a leading inventory management solution that helps businesses automate and streamline manufacturing warehousing and inventory processes. In this live demo our team of experts from Fishbowl and Intuit answer your questions on integration inventory management and more. See how Fishbowl and QuickBooks can be tailored to fit your business needs and optimize your business operations" [YouTube Link](https://youtube.com/watch?v=030yB6kevGY) 2024-11-23T00:11Z 36.8K followers, [---] engagements "Intuit Gives Rhode Island Accountants a Much-Deserved Break Pens Down Bottoms Up Intuit recently celebrated our accounting partners in Rhode Island by giving them a much-deserved break. What was on tap CPA IPA a one-of-a-kind pale ale beer commissioned by Intuit and dedicated to the hard-working accountants of Rhode Island. #IntuitLovesAccts #CPAIPA Learn more: http://pensdownbottomsup.com http://intuit.me/1Mqre8n See how to save time with QuickBooks Online Accountant: http://http://bit.ly/1sjFJl4" [YouTube Link](https://youtube.com/watch?v=0YfIvZWfy8c) 2023-10-17T04:29Z 13.7K followers, [----] engagements "Hogan Taylor QuickBooks Payroll Case Study Hogan Taylor top [--] accounting firm in US talks about the role of QuickBooks Payroll in helping them deliver more value to their clients with less effort: https://intuit.me/41r5adj" [YouTube Link](https://youtube.com/watch?v=2F0OPCyAw1c) 2025-03-03T19:43Z 15.5K followers, [--] engagements "QuickBooks Bill Pay in QBOA Wholesale Flow Hear directly from our product manager about the latest updates to QuickBooks Bill Pay for QBOA wholesale flow (as of May 2024)" [YouTube Link](https://youtube.com/watch?v=2GhS-2RmhPE) 2024-06-18T16:22Z 14.6K followers, [--] engagements "Intuit Tax Advisor: Getting started Get a sneak peek into Intuit Tax Advisor and learn how to select the right clients for your advisory services" [YouTube Link](https://youtube.com/watch?v=2NWqbCWj7-o) 2023-04-26T23:31Z 31.1K followers, [----] engagements "Redmond Accounting named a Top [--] Firm of the Future QuickBooks Online Accountant Intuit recently recognized Redmond Accounting as a Top [--] Firm of the Future. They have truly embraced change and have built a future-ready accounting firm. Want to learn more about what it takes to become a Firm of the Future Go here for more info: http://intuit.me/1OK2tJH Like us on Facebook http://www.facebook.com/intuitaccountants Follow us on Twitter -- http://www.twitter.com/IntuitAccts #QBFirmOfTheFuture" [YouTube Link](https://youtube.com/watch?v=3-1ewonBfds) 2023-10-17T04:29Z 13.7K followers, [---] engagements "Smarter approvals for construction: Simplify QBO workflows with ApprovalMax Managing finances can be complex but your approval workflows dont have to be. Learn how to best use multi-step approvals in QuickBooks Online using ApprovalMax and discover how construction businesses can gain greater control visibility and efficiency without adding unnecessary complexity. This session is ideal for finance professionals bookkeepers and business owners within the construction industry looking to tighten their financial processes and scale operations with confidence. Discover more Intuit Partner" [YouTube Link](https://youtube.com/watch?v=30Y2gUNpBro) 2025-06-10T22:44Z 15.8K followers, [--] engagements "Partner demos: Bill.com Dext and Practice Ignition Discover the latest solutions by QuickBooks partners Bill.com Dext Practice Ignition in these quick-hit demos. Partners will also be answering questions live in the chat" [YouTube Link](https://youtube.com/watch?v=3FKYnzeo8x0) 2021-11-08T23:47Z 15.7K followers, [---] engagements "You asked we delivered. See our latest innovations inspired by your feedback. Our latest innovations inspired by your feedback to improve your firm and client experiencewith more enhancements on the horizon. Bill pay Recurring payments Tap to pay AI tools And more. Learn more: https://intuit.me/whats-new-accts" [YouTube Link](https://youtube.com/watch?v=3HStAM0wchU) 2025-05-08T19:07Z 37K followers, [---] engagements "How to access Intuit eSignature Trial A short video on how to access the [--] free trials for Intuit eSignature" [YouTube Link](https://youtube.com/watch?v=3XoCPiklZQ0) 2023-10-23T05:56Z 14.1K followers, [----] engagements "Proconnect Tax Data Conversion" [YouTube Link](https://youtube.com/watch?v=4CKhl9WFDCw) 2023-10-27T21:23Z 13.7K followers, [--] engagements "This One Tool Changed Everything Learn about one tool that saved Kat hours every week and her sanity during tax season. Kat Khalandach reveals how Intuit ProConnects automation and all-in-one setup transformed her workflow saving hours and reducing stress every week. Ready to simplify your tax workflow Explore Intuit Professional Tax Software: https://accountants.intuit.com/tax-software/ #TaxPro #ProConnectTax #IntuitTax #TaxTechnology #WorkflowAutomation #CPAWorkflow #TaxPracticeGrowth #AllInOneTaxSoftware #TaxSoftwareEfficiency #TaxAutomationTools" [YouTube Link](https://youtube.com/watch?v=4Mw0EcD626M) 2025-10-10T13:22Z 36.8K followers, [---] engagements "Why Cloud-Based Software Made It All Possible Randy Hughes breaks down how going cloud-based wasnt just a tech upgrade it was a business survival move. After realizing he couldnt grow solo he needed tools his team could use across multiple states. The solution Cloud software that supports real-time collaboration and keeps client work moving no matter where you are. Ready to scale your team with tools that work from anywhere Explore Intuit Professional Tax Software: https://accountants.intuit.com/tax-software/ #CloudTaxSoftware #TeamCollaboration #CPAWorkflow #ProConnect #TaxFirmScaling" [YouTube Link](https://youtube.com/watch?v=4rch6HlXZfE) 2025-09-18T01:31Z 37K followers, [----] engagements "How I Built My First Planning Package Thinking about launching advisory services but not sure how to start Al-Nesha Jones explains how her firm transitioned from tax season-only revenue to consistent year-round client advisory. She shares how she built structured packages tested pricing introduced planning in phases and used ProConnect Tax with Intuit Tax Advisor to support that change. Her approach improved revenue simplified operations and even made space for a four-day workweek. If you want to make advisory services part of your core offering this episode will help you move from ideas to" [YouTube Link](https://youtube.com/watch?v=5cWwT7f3fho) 2025-06-07T14:15Z 15.8K followers, [--] engagements "The Foundation: Setting Up Clients and Returns The Foundation: Setting Up Clients and Returns Getting Started with ProConnect This is where it all begins. In this first video of the ProConnect onboarding series youll learn exactly how to set up clients and returns quickly accurately and with minimal effort. Whether you're new to the platform or just need a refresher this session lays the groundwork for smarter faster tax workflows. What youll learn: ✔ Three ways to add clients: manually via QuickBooks or through data conversion ✔ How to keep client records synced across ProConnect and" [YouTube Link](https://youtube.com/watch?v=5pK_PaHEufk) 2025-06-09T14:32Z 15.8K followers, [--] engagements "Shane Mason Owner & Co-Founder of Brooklyn Fi - QuickBooks Ledger for Low-Complexity Clients" [YouTube Link](https://youtube.com/watch?v=68qxfcC9UhM) 2025-04-25T19:45Z 15.7K followers, [--] engagements "From Chaos to Control: Scaling Product-Based Businesses with Fishbowl Discover how product-based companies are gaining total visibility reducing errors and improving cash flow by integrating Fishbowls robust inventory manufacturing and eCommerce tools with QuickBooks financial engine. Check out other Intuit partner webinars here: https://intuit.zoom.us/ze/hub/PartnerWebinars" [YouTube Link](https://youtube.com/watch?v=7-CeaD6ifns) 2025-07-08T19:41Z 37K followers, [--] engagements "Intuit Tax Advisor: How to do 401(k) employee contributions and employer matching contributions Save your clients taxes owed with these highly requested retirement strategies. This video will show you how to implement these strategies with Intuit Tax Advisor" [YouTube Link](https://youtube.com/watch?v=8-Bg6tpqaDQ) 2023-10-22T16:43Z 14.1K followers, [---] engagements "Collaborate anywhere anytime with Lacerte Tax Enjoy the flexibility of remote access real-time collaboration and top-notch security on any device. Learn more at https://accountants.intuit.com/tax-software/lacerte/" [YouTube Link](https://youtube.com/watch?v=8D0uKQHblGQ) 2025-05-07T13:22Z 15.7K followers, [--] engagements "Tax season doesnt end on April [--] and thats OK. Its crunch time and the stress is real. But the biggest mistake tax and accounting professionals make Not taking a moment to reset before diving into extensions and summer work. A clear mental break now can help you show up stronger later. Youve got this. Start a free trial of ProConnect Tax and reclaim your time: https://accountants.intuit.com/tax-software/tax-online/awareness-campaign-series2/ #TaxProTips #Intuit #TaxSeason #AccountingLife #posttaxseason" [YouTube Link](https://youtube.com/watch?v=8EiqcflSO9U) 2025-06-07T15:15Z 15.8K followers, [---] engagements "All your ledger clients in one place QuickBooks Accountant Looking for a simplified accounting solution for your year-end tax-only and low-transaction clients Weve got you covered (learn more: https://intuit.me/ledger). QuickBooks is introducing a simplified solution that keeps things running smoothly and gives you the tools you need without the added complexity. And its specifically tailored for accounting professionals and their ledger clients. At just $10 per month per subscription QuickBooks Ledger is a cost-effective QuickBooks plan that lets you keep track of all your ledger clients in" [YouTube Link](https://youtube.com/watch?v=8OV46978-a8) 2024-01-23T20:33Z 15K followers, [----] engagements "Training that respects your time Learning should make your day easier not slow you down. Thats why we keep training videos short and focused. No more scrubbing through 45-minute clipsjust [--] minute lessons that get you the answers fast. Start a free trial of ProConnect Tax and reclaim your time: https://accountants.intuit.com/tax-software/tax-online/awareness-campaign-series2/ #Intuit #TaxProTips #SmartLearning #LMS #WorkSmarter #ProSupport" [YouTube Link](https://youtube.com/watch?v=8VvH3kuwJyA) 2025-06-07T16:47Z 15.8K followers, [----] engagements "Running Your Practice from Paradise: Remote Success with Randy Hughes Take Your Firm Anywhere: Remote Work Success with ProConnect Tax Join Randy Hughes CPA EA of Counting Pennies LLC as he reveals how hes run a thriving U.S. tax practice from Jamaica for nine years no office required.In this episode youll learn how to: Choose the right cloud technology to keep your team productive wherever you are Build discipline and structure in a home-office environment Maintain data security and client trust with transparent communication Leverage ProConnect Tax and QuickBooks Online for seamless" [YouTube Link](https://youtube.com/watch?v=8m_IGVV126M) 2025-08-09T13:51Z 32.5K followers, [---] engagements "QuickBooks Online Revenue Share Revenue Share is a new way to thank you for our shared success. Ashley Waychoff couldn't be more excited about the program as she recommends QuickBooks Online to all of her small business clients" [YouTube Link](https://youtube.com/watch?v=95p77nFwGfQ) 2022-08-01T16:35Z 15.1K followers, [---] engagements "Break the Grind: How to Scale Your Firm Without Burning Out What if working less was actually the key to earning more In this eye-opening episode business strategist Geraldine Carter shares how tax pros can break out of the burnout cycle simplify their practice and scale with less stress without sacrificing profit. Why billable hours are broken and what to replace them with How to shift your mindset from volume to value The Knock It Off list: what habits are keeping you stuck Real-world examples of CPAs who cut 40+ hours from their week Smart pricing strategies that align with your worth and" [YouTube Link](https://youtube.com/watch?v=A6vVwqr5i7k) 2025-10-02T15:54Z 36.3K followers, [--] engagements "Introduction to Lacerte" [YouTube Link](https://youtube.com/watch?v=BMYMhr4uMq4) 2024-10-10T18:15Z 14.9K followers, [--] engagements "How to Price Tax Advisory Packages Struggling with how to set pricing for your advisory services In this short Al-Nesha Jones breaks down her real-world approach to building client-centric packages starting with peer insights analyzing client patterns and using ProConnect Tax to streamline the process. Learn how to: Set a minimum fee based on average client data Design packages for clients with self-employment income and multiple income streams Include forms like Schedule A C E B and D as defaults Avoid underpricing and establish a sustainable business model Whether you're in New Jersey New" [YouTube Link](https://youtube.com/watch?v=BSs3I7R53pQ) 2025-06-11T17:44Z 34.3K followers, 12.4K engagements "Matt Skinner Beaird Harris - Learn Which Clients Are Right for QuickBooks Ledger" [YouTube Link](https://youtube.com/watch?v=DMrsn4r5490) 2025-04-25T20:00Z 35.5K followers, [--] engagements "Train Fast Grow Faster: How Top Firms Onboard for Scale Training new hires during busy season shouldnt burn you out. Max Fritz from Dark Horse CPAs shares how his team built a better onboarding system using automation micro-learning and thoughtful human touch. Youll learn how to create a smoother hiring experience and give staff a clear path to success. Max also explains how using ProConnect Tax helped standardize their approach with a simple interface and consistent prep tools. If you're hiring for the next season now is the time to build systems that scale. ProConnect Tax makes onboarding" [YouTube Link](https://youtube.com/watch?v=DsIjQ1t60So) 2025-06-07T14:18Z 15.8K followers, [--] engagements "Dont Trust AI Blindly Check Everything AI isnt magic its a tool and sometimes a flawed one. Steven Gabrielsen cautions tax pros against blindly trusting outputs from LLMs (like ChatGPT) noting that many current tools still require detailed prompts and careful human review. He shares real-world risks including professionals getting in legal trouble for relying on unverified AI results. This is a must-watch for anyone using AI in sensitive high-stakes work. Want tools that support your accuracy and integrity Explore Intuit Professional Tax Software: https://accountants.intuit.com/tax-software/" [YouTube Link](https://youtube.com/watch?v=ECa6QVISBv0) 2025-09-26T14:13Z 35.7K followers, [---] engagements "A firm owners take on our reimagined certifications QuickBooks ProAdvisor Academy The new ProAdvisor Academy the training benefit available in the free ProAdvisor program can help start careers elevate expertise and grow your firm. Chris Macksey CEO of Prix Fixe Accounting shares his excitement about the refreshed ProAdvisor Academy. He believes its reimagined certification programs will help his firm train team members faster so they can get accounting work done faster. He also shares that ProAdvisor Academy will be one of the single largest shifts for his firm because he predicts it will" [YouTube Link](https://youtube.com/watch?v=EoazTVaJWyw) 2024-11-08T02:53Z 15K followers, [--] engagements "Empowering Entrepreneurial CPAs How Dark Horse CPAs Builds Future-Ready Firms Tax and accounting pros are rethinking career paths and ProConnect Tax is right there with the tools to support them. In this short discover how Dark Horse CPAs a platform CPA firm helps senior managers and partner-track professionals build their own book of business without going it alone. What makes this model work: Build your client base within a firm structure Get backend support: IT marketing insurance operations Focus on client service and team leadership not admin tasks Designed for CPAs who want ownership" [YouTube Link](https://youtube.com/watch?v=Gr3xDU0gESs) 2025-06-12T17:52Z 37K followers, [----] engagements "Momentum matters but so does your mindset. Right after April [--] its easy to feel stuck between what just ended and whats coming next. The key Create a clean psychological break. Fix the e-file rejects then break work into manageable chunks. That reset gives you clarity and control. Start a free trial of ProConnect Tax and reclaim your time: https://accountants.intuit.com/tax-software/tax-online/awareness-campaign-series2/ #TaxProTips #Intuit #TaxSeason #CPACommunity #PostApril15" [YouTube Link](https://youtube.com/watch?v=I6jjFKjNcWc) 2025-06-07T15:27Z 15.8K followers, [--] engagements "How to Deliver Bundled Services: Clients Define the Value Andrea Parness CPA CTC explains that one best practice when implementing bundled services in your tax and accounting practice is letting clients define the value" [YouTube Link](https://youtube.com/watch?v=Ia--Ra2CcY0) 2019-04-22T17:57Z 15.2K followers, [---] engagements "Navigating the Big Beautiful Bill: What Tax Pros Need to Know with Nadia Rodriguez Unlock the key provisions of the Big Beautiful Bill and learn how to guide your clients through these critical tax law updates. In this deep dive Nadia Rodriguez breaks the legislation into three clear buckets: Whats now permanent whats brand-new and whats enhanced and shows you how to: Spotlight new deductions (up to $25K for qualified tips $12.5K for overtime pay and $10K in auto-loan interest) Leverage the expanded SALT cap (from $10K to $40K through 2029) for itemizers Communicate urgent deadlines (EV" [YouTube Link](https://youtube.com/watch?v=Iv1f04EDb68) 2025-08-01T17:40Z 32.2K followers, 21K engagements "Tech-Powered Construction: Streamlining Workflows from Field to Finance The construction industry is increasingly leveraging technology to enhance efficiency collaboration and profitability. This webinar tailored for accountants who advise construction clients centers on creating optimized technology-driven workflows" [YouTube Link](https://youtube.com/watch?v=IytPyae94w8) 2025-05-12T22:04Z 15.7K followers, [--] engagements "Intuit Quick Employer Forms Walkthrough Discover the all-new revamped Intuit Quick Employer Forms for tax year [----] Our walkthrough video unveils a streamlined platform that empowers you to swiftly create and e-file forms 1099s and W-2. Experience the efficiency of faster load times and an intuitive user interface along with newly integrated features like search sort and filter across payees businesses and forms. Delete entities individually or in bulk and leverage bulk e-filing capabilities within and across businesses to supercharge your productivity. Watch the video to see how its done" [YouTube Link](https://youtube.com/watch?v=JSSbPMm9NBM) 2024-01-05T20:12Z 15.8K followers, [----] engagements "Handle complex taxes with Lacerte Tax With 25000+ automated diagnostics and 7200+ tax forms Lacerte leaves no detail overlooked. Learn more https://accountants.intuit.com/tax-software/lacerte/" [YouTube Link](https://youtube.com/watch?v=JwUUXIFn3TQ) 2025-05-07T13:30Z 15.7K followers, [--] engagements "AI & Business Financials: Future-Proofing Your Construction Clients Learn how Houzz Pro is harnessing AI to help contractors and interior designers work smarternot harder. Well explore AI-powered features like estimates and 3D tools that streamline workflows and improve efficiency for your clients. Youll also see how these tools connect directly to QuickBooks Online making your job easier by reducing manual entry avoiding duplication of income/expenses and simplifying receipt tracking. Plus well share practical tips for advising clients on how to get the most from Houzz Pros AI and financial" [YouTube Link](https://youtube.com/watch?v=K_gfyNA9dHg) 2025-08-15T20:22Z 33.7K followers, [--] engagements "Boosting Productivity and Client Relationships Learn how to unlock the power of AI to transform your tax and accounting practice in our webinar AI in Tax and Accounting: Boosting Productivity and Client Relationships. Discover how you can automate routine work elevate your client communications and expand into new advisory services all within the ProConnect Tax ecosystem. In this session youll learn how to: Automate data entry and research freeing your team to focus on high-value advice Capture and summarize client meetings instantly with AI-powered transcription tools Personalize outreach at" [YouTube Link](https://youtube.com/watch?v=LQhbEIAhSdA) 2025-08-02T02:02Z 31.6K followers, [--] engagements "From 80-Hour Weeks to Vacation Mode Imagine logging off before a tax deadline. Geraldine Carter shares how firm owners have reclaimed their live going from DEFCON-level stress to taking real vacations during tax season. It starts with rethinking your client roster pricing and systems. If you want freedom and profit this clip is for you. Want tools that support a life beyond deadlines Explore Intuit Professional Tax Software: https://accountants.intuit.com/tax-software/ #WorkLifeBalance #TaxSeasonFreedom #ClientManagement #CPAWorkflow #GrowSmart #IntuitTax #GeraldineCarter" [YouTube Link](https://youtube.com/watch?v=M-ARaOD0V2g) 2025-10-03T12:47Z 36.4K followers, [--] engagements "Intuit QuickBooks Live Strategy Session with Firms Watch to learn first-hand how Intuit's QuickBooks Live Strategy is evolving with small businesses and your firm in mind. Discover how the future of QuickBooks Live can complement your firms growth. https://intuit.me/4dGJyiq" [YouTube Link](https://youtube.com/watch?v=NQTAPYQrKhk) 2024-05-13T18:37Z 30.1K followers, [---] engagements "Choosing Tax Software & Planning Tools Randy Hughes shares why he chose Intuit ProConnect and how it transformed the way his firm handles everything from tax prep to real-time tax planning. With seamless data flow from QuickBooks Online to ProConnect to ProAdvisor he and his team can generate tax strategies based on real client data not just theories. If you're still bouncing between platforms this tech stack will change your game. Want tax software that powers smarter planning and streamlined workflows Explore Intuit Professional Tax Software: https://accountants.intuit.com/tax-software/" [YouTube Link](https://youtube.com/watch?v=NoybBrkV4u4) 2025-09-18T01:19Z 34.5K followers, [---] engagements "What Tax Pros Get Wrong After April [--] Avoid This Post-Season Burnout Mistake Tax season might end in April but every tax and accounting pro knows: the deadlines dont stop and neither does the client load. In this short we break down the most common mistake made post-April [--] and why not resetting leads to prolonged burnout. Key takeaways: Crunch time doesnt end at midnight on April [--] Why separating tax season from extension season matters Tips for creating a psychological and operational reset How ProConnect Tax helps you manage what's next without overwhelm There will always be post-season" [YouTube Link](https://youtube.com/watch?v=Nwxg20c7gBU) 2025-06-12T14:14Z 32.7K followers, [----] engagements "Amy Varnado - Partner & CAS Leader Hannis T Bourgeuis - Our Firm Uses QuickBooks Ledger in Tax Dept" [YouTube Link](https://youtube.com/watch?v=O4FU1jyEs88) 2025-04-25T20:15Z 15.7K followers, [--] engagements "Stress less with better systems. One of the best ways to manage post-season follow-ups Break your workflow into three simple lists: active pending and completed with notes. Seeing that work in progress list shrink isnt just practical its powerful. Start a free trial of ProConnect Tax and reclaim your time: https://accountants.intuit.com/tax-software/tax-online/awareness-campaign-series2/ #TaxProTips #Intuit #WorkflowWins #TaxSeason #CPALife #PostSeasonPlanning" [YouTube Link](https://youtube.com/watch?v=OoYvnqyzX0c) 2025-06-07T15:36Z 15.8K followers, [--] engagements "ProSeries - Client Checklist Create a list of items needed for this year's return based on last year's return. An encrypted version of the list can be emailed. Professional only" [YouTube Link](https://youtube.com/watch?v=PAqrLnJPlIs) 2024-12-17T20:18Z 15.1K followers, [--] engagements "ProSeries - Tax Client Presentation Show a client their bottom line income and deductions and comparisons to prior years with easy-to-understand and appealing visuals. You can also generate a list of up to [--] tax planning suggestions on how that client can help reduce their future taxes. Professional only" [YouTube Link](https://youtube.com/watch?v=Pza0W9BCGGg) 2024-12-17T20:15Z 15.1K followers, [--] engagements "See how Intuit ProConnect Tax works for large high-volume firms Meet Intuit ProConnect Tax the robust and advanced solution built to help your firm excel. ProConnect's cloud-based efficient workflows are crucial for large high-volume-firm success. With a powerful suite of features ProConnect is designed to optimize your workflow and elevate your client services. 🔧 Key Features of Intuit ProConnect Tax: Automation: Streamline your processes and save valuable time with advanced automation. Built on the Lacerte Engine: Leverage the power and reliability of the trusted Lacerte engine. Trial" [YouTube Link](https://youtube.com/watch?v=RPPaoz2A5RM) 2024-08-12T18:03Z 37K followers, [---] engagements "ProConnect Tax Online Demonstration Intuit ProConnect Tax Online has all the productivity tools to optimize your professional tax workflow and deliver fast accurate client returns for firms of all sizes. Learn more at: https://proconnect.intuit.com/tax-online/features/" [YouTube Link](https://youtube.com/watch?v=SOYbLrV9T7g) 2020-04-17T19:27Z 15K followers, 30.1K engagements "Shoot for the Stars: Turn Strategy into Advisory Revenue" [YouTube Link](https://youtube.com/watch?v=SdNWMF8Zfao) 2025-08-06T15:03Z 32K followers, [--] engagements "Keila Hill-Trawick Little Fish Accounting - Helping Low-Complexity Clients with QuickBooks Ledger Keila Hill-Trawick Founder & Owner Little Fish Accounting - Helping Low-Complexity Clients with QuickBooks Ledger" [YouTube Link](https://youtube.com/watch?v=TClbJRSTVDA) 2025-04-25T20:00Z 15.7K followers, [--] engagements "ProSeries - Fixed Asset Manager Import and Export Import assets into various activities in ProSeries such as Schedule C and Schedule E directly from ProSeries Fixed Asset Manager. Sold separately" [YouTube Link](https://youtube.com/watch?v=TixMDc7NSv4) 2024-12-17T20:12Z 30.8K followers, [---] engagements "ProConnect Tax Training in [--] Minutes or Less Bite-Size Learning for Tax and Accounting Pros Tired of digging through 45-minute tutorials just to find that one setting Youre not alone. In this short we explain why ProConnect Tax training is designed for maximum impact in minimum time with [--] minute learning modules tailored to how tax and accounting pros actually work. Why it works: Bite-size video training so you can learn exactly what you need when you need it Easier to re-reference. No more scrubbing through long webinars Built to support mid-year software refreshers and seasonal onboarding" [YouTube Link](https://youtube.com/watch?v=Up5IonOC8yo) 2025-06-12T18:37Z 36.8K followers, 16.1K engagements "Unlock timesavings with ProConnect Tax automation Hear from our customers how ProConnect Tax helps them streamline their workflow with numerous automations. Find out how you can remove data entry from your workflow: https://accountants.intuit.com/tax-software/tax-online" [YouTube Link](https://youtube.com/watch?v=VDr2itfmVTg) 2025-05-07T13:01Z 15.7K followers, [--] engagements "Intuit Tax Online Kevin Simpson of CPA Web Books LLC in Haskins Ohio talks about his experience with Intuit Tax online" [YouTube Link](https://youtube.com/watch?v=VEEsu7ofaDc) 2014-01-29T14:33Z [--] followers, [---] engagements "How to Enter Vehicle Expenses in Intuit Tax Online" [YouTube Link](https://youtube.com/watch?v=VORAZiSfATE) 2023-10-25T05:25Z 13.7K followers, [----] engagements "How Tax Pros Reset After April [--] Without Losing Momentum ProConnect Tax After April [--] the pressure doesnt disappear but neither should your peace of mind. In this short a seasoned tax pro shares how they create psychological separation post-deadline while staying on track for late filings and the next wave of work. Key mindset tips for tax and accounting pros: Why April [--] is for e-file reject cleanup not stress carryover How to think about late-filed returns by deadline category (monthly penalty accruals) The power of breaking work into manageable chunks post-deadline Strategies to avoid" [YouTube Link](https://youtube.com/watch?v=VVuNcTQb32U) 2025-06-12T14:20Z 33.2K followers, [----] engagements "Intuit Check Solution Bryce Forney CPA talks about the benefits of using Intuit Check Solution for accounting professionals and their clients" [YouTube Link](https://youtube.com/watch?v=VjX1gx3wiNs) 2023-10-23T05:56Z 13.7K followers, [---] engagements "What's New in Intuit Tax Online Jorge Olavarrieta Group Product Manager for Intuit Tax Online discusses recent enhancements in the application and what you can expect to see this upcoming tax season" [YouTube Link](https://youtube.com/watch?v=WJA-Ltiae9c) 2023-10-24T07:07Z 13.7K followers, [---] engagements "Beyond Spreadsheets: AI-Supercharged Reporting & Planning With the combined power of QuickBooks Online and Reach Reporting your firm can evolve from compliance-focused to insight-driven. AI-powered automation frees your team from repetitive tasksunlocking time to deliver higher-value advisory services that lead clients toward stronger financial outcomes. This shift doesnt just improve efficiency. It opens the door to stronger client relationships expanded services and new revenue opportunitiesall without overhauling your current systems. Check out other Intuit partner webinars here:" [YouTube Link](https://youtube.com/watch?v=XQ9X9eAj7yM) 2025-07-28T20:50Z 31.3K followers, [--] engagements "Whats Next After Filing Season One Firms Plan to Grow Smarter Want to transform your practice into a niche year-round advisory engine In this episode of Deduct This Liz Hanley of Liz Is All Biz shares how she: Specializes in creative industries (music photography film) to fuel referral growth Packages services for year-round advisory not just seasonal tax filings Leverages ProConnect Tax and Intuit Tax Advisor to automate compliance and generate client-ready strategies Operates a 100% remote women-led firm with cloud workflows in QuickBooks Online Balances fair pricing by adjusting fees based" [YouTube Link](https://youtube.com/watch?v=YDbQK2U7hlM) 2025-06-25T00:50Z 23.9K followers, [---] engagements "The Subscription Revolution: How Recurring Revenue and AI Are Shaping the Future of Tax Practices Discover why subscription-based pricing and AI arent just buzzwords; theyre the keys to building a resilient growth-oriented tax practice. In this in-depth interview tax strategist Chris Picciurro walks you through: His pivot from hourly billing to a subscription model inspired by client feedback How predictable monthly revenue powers better cash flow deeper client relationships and a talent-friendly workplace Real-world pricing hacks: setup fees tiered services and boundary-driven availability" [YouTube Link](https://youtube.com/watch?v=ZvDr_nuapOY) 2025-08-25T08:41Z 34.3K followers, [---] engagements "Intuit's Woody Adams: Reflections on Cleaning Up White Creek Woody Adams (@qbclay) - Intuit employee and co-host for RadioFree QuickBooks - was part of a crew of volunteers from the Intuit Plano site who worked to clean up trash and debris from along White Creek. Get his on-site musings on this endeavor in this short video" [YouTube Link](https://youtube.com/watch?v=_Stq3ootaKc) 2014-05-27T05:07Z 30.1K followers, [---] engagements "AI Financial Modeling: How Top Firms Are Using Automation to Transform FP&A Artificial Intelligence (AI) is reshaping financial modelinggiving accountants advisors and finance teams the ability to move beyond static spreadsheets and manual forecasting. In this video youll learn how leading firms are using AI to: ✅ Automate financial model creation and reduce human error ✅ Deliver faster more accurate forecasts using machine learning ✅ Run real-time scenario and sensitivity analysis for smarter planning ✅ Identify key financial drivers with data-driven precision ✅ Integrate with tools like" [YouTube Link](https://youtube.com/watch?v=_j5CY9NWXFA) 2025-08-19T20:46Z 33.9K followers, [--] engagements "3 Pro Tips from ProConnect Tax" [YouTube Link](https://youtube.com/watch?v=afdOdnWKO8k) 2025-03-19T02:13Z 15.5K followers, [--] engagements "Leveraging AI for efficient email management and client engagement strategies" [YouTube Link](https://youtube.com/watch?v=ahwrrOvFWAk) 2025-08-22T19:21Z 34.2K followers, [--] engagements "Amplify your tax advisory capabilities with Intuit Tax Advisor in ProConnect Tax Find out how ProConnect Tax customers amplify their tax advisory and planning capabilities with Intuit Tax Advisor now seamlessly integrated in the ProConnect Tax software. Discover how Intuit Tax Advisor can help you find new ways to create value for your clients: https://accountants.intuit.com/tax-software/tax-online/" [YouTube Link](https://youtube.com/watch?v=b4ZFR6unUvE) 2025-05-07T13:09Z 15.7K followers, [--] engagements "RFQ-TV What's New in ProSeries Product Manager Jose Aguilar and Product Specialist Tracy Anderson join the RFQ-TV team (Stacy Kildal Dawn W Brolin CPA MSA and Woody Adams) to discuss the new features in ProSeries" [YouTube Link](https://youtube.com/watch?v=bY-ax76CAbA) 2013-02-04T09:06Z 34.1K followers, [---] engagements "Intuit's Avi Golan Shares His Excitement about QuickBooks Connect Intuit employees - including Avi Golan VP/GM of the Intuit Developer Group - cant wait for QuickBooks Connect. See why in this short video. It's not too late to register Sign up here: http://intuit.me/1IlqTaG. Save $50 by using promo code SOCIAL" [YouTube Link](https://youtube.com/watch?v=cAeg88Ri8W0) 2015-10-28T15:21Z 15.7K followers, [---] engagements "ProSeries K1 transfer This feature conveniently prints the entire K1 for multiple partners with multiple states in just one click eliminating the need to manually print and merge copies" [YouTube Link](https://youtube.com/watch?v=cqyQVZUF6V0) 2024-12-17T20:04Z 15.1K followers, [--] engagements "How I Built My First Planning Package Thinking about launching advisory services but not sure how to start Al-Nesha Jones explains how her firm transitioned from tax season-only revenue to consistent year-round client advisory. She shares how she built structured packages tested pricing introduced planning in phases and used ProConnect Tax with Intuit Tax Advisor to support that change. Her approach improved revenue simplified operations and even made space for a four-day workweek. If you want to make advisory services part of your core offering this episode will help you move from ideas to" [YouTube Link](https://youtube.com/watch?v=dQ-rk5hAFBE) 2025-06-12T00:18Z 15.8K followers, [--] engagements "ProSeries Hosting Access ProSeries anytime anywhere on any device with Hosting. Move your workflow to the cloud for built-in security easy access backups and less IT stress" [YouTube Link](https://youtube.com/watch?v=dpprTydCesk) 2024-12-17T20:03Z 15.1K followers, [--] engagements "Make The Switch This Off-Season to ProConnect Tax Thembi Mlalazi founder of AccTaxAdvisor CPAs used the off-season to rethink her entire practice from client experience to internal workflows and emerged with a streamlined cloud-based system that empowers both her team and her clients. In this episode youll discover: Why off-season reflection matters: How Thembi gathers client feedback reviews what worked (and what didnt) and plans for growth. The game-changing ProConnect features: Built-in e-signatures secure client portals and remote access that keep your workflow moving no downloads" [YouTube Link](https://youtube.com/watch?v=e2xZlm_0j0Q) 2025-07-27T13:58Z 31.1K followers, [--] engagements "Tax Pros Talk Pro Tax - ProConnect Tax Online & QuickBooks Online Accountant Together - Andrea Paap Hear how Andrea Paap saves time by using Intuit ProConnectTax Onlines Prep for Taxes feature and how she uses integrations through QuickBooks Online Accountant" [YouTube Link](https://youtube.com/watch?v=eCTCq9GaSos) 2023-09-20T20:55Z 13.7K followers, [--] engagements "Intuit Tax Advisor: How to Use the Qualified Business Income Deduction (QBID) Analysis Worksheet" [YouTube Link](https://youtube.com/watch?v=eHgb3NsTJuI) 2024-11-15T20:25Z 15.8K followers, [---] engagements "ProSeries Fixed Asset Manager Track assets and calculate your clients' depreciation automatically in ProSeries Fixed Asset Manager. Available as an add-on solution for the Professional edition of Intuit ProSeries Tax or as stand-alone software. Learn more at https://proconnect.intuit.com/proseries/integrations/fixed-asset-manager/" [YouTube Link](https://youtube.com/watch?v=eHmX0poTbkQ) 2022-08-17T16:21Z 36.9K followers, [----] engagements "How Intuit cloud-based products can help ensure a firm's success with time-saving workflows. Seamlessly integrate your #workflow with #IntuitAccountants and save time from end to end from wherever you are. Founder of @ASE Group and CPA @al-neshajonescpamba6116 Jones shares why she chose to work with Intuit #cloud-based products to ensure her firm's success" [YouTube Link](https://youtube.com/watch?v=eIVvZWUL30o) 2023-09-22T18:49Z 30.6K followers, 57.2K engagements "Train Fast Grow Faster: How Top Firms Onboard for Scale Training new staff during busy season doesnt have to be chaotic or costly. In this episode of Deduct This Max Fritz of Dark Horse CPAs shares how their firm built a scalable onboarding system that supports scale without burnout. From automation and micro-learning to feedback loops and real-time support youll hear how tax and accounting pros can streamline training while keeping quality high. Whether you're hiring one person or building a multi-state team this episode will help you rethink what onboarding can look like. Listen in to" [YouTube Link](https://youtube.com/watch?v=eUznZglYGU4) 2025-06-12T03:16Z 15.8K followers, [--] engagements "Keila Hill Trawick Founder & Owner of Little FIsh Accounting - Benefits of QuickBookls Ledger" [YouTube Link](https://youtube.com/watch?v=gIRQUE-KI_A) 2025-04-25T20:00Z 15.7K followers, [--] engagements "Navigating the Big Beautiful Bill: What Tax Pros Need to Know with Nadia Rodriguez Unlock the key provisions of the Big Beautiful Bill and learn how to guide your clients through these critical tax law updates. In this deep dive Nadia Rodriguez CPA CTC breaks the legislation into three clear buckets: Whats now permanent whats brand-new and whats enhanced and shows you how to: Spotlight new deductions (up to $25K for qualified tips $12.5K for overtime pay and $10K in auto-loan interest) Leverage the expanded SALT cap (from $10K to $40K through 2029) for itemizers Communicate urgent deadlines" [YouTube Link](https://youtube.com/watch?v=hDTdx2SEyzM) 2025-08-19T22:13Z 34.5K followers, 208.4K engagements "ProConnect Tax Online adds IRS Transcripts Direct Access Check it out online: https://ito.intuit.com/app/protax/purchase-centertaxYear=2023&type=AutoApply&promo=1103546&s_cid=&s_cid=SOC_PTO_OT_P_PD_PTO_transcripts_youtube_video1 OR call today to talk to a sales representative: 844-309-0981. --- Youve asked for it and here it is You can now quickly access years of client IRS transcripts right from within Intuit ProConnect Tax with IRS Transcript direct access. With direct access you can: - Catch and fix errors proactively before your client gets an IRS notice. - Get a single source of truth to" [YouTube Link](https://youtube.com/watch?v=hyOlwICXO9Y) 2023-09-20T21:56Z 15K followers, 615K engagements "Intuit ProConnect Tax's Client Portal - Intuit Link Heather Beal EA talks about how Intuit Link helps her firm more effectively communicate with clients. Wanna hear more from our happy customers See what other ProConnect Tax users are saying on G2: https://www.g2.com/products/proconnect-tax/reviews" [YouTube Link](https://youtube.com/watch?v=iAakW73paTs) 2024-01-31T17:29Z 15.6K followers, [---] engagements "Smarter Pricing Starts with Data Pricing your services starts with knowing your clients. When it came to packaging and pricing it wasnt guesswork. It was peer insights + real client data. By understanding their average fees and ideal client profile this firm built pricing that reflects the true value of their work. Start a free trial of ProConnect Tax and reclaim your time: https://accountants.intuit.com/tax-software/tax-online/awareness-campaign-series2/ #TaxProTips #Intuit #PricingStrategy #KnowYourWorth #TaxSeason #ClientCentered" [YouTube Link](https://youtube.com/watch?v=iMVJF_vJSIE) 2025-06-07T16:42Z 15.8K followers, [----] engagements "Your accounting firms new virtual team is here to save time and increase efficiency Discover how Intuit is transforming accounting with AI-powered digital agents. These virtual team members work behind the scenes to automate tasks boost efficiency and give you more time to focus on your clients: https://intuit.me/4khgdNn" [YouTube Link](https://youtube.com/watch?v=in_Wya1Nw6g) 2025-07-03T16:46Z 30.2K followers, [----] engagements "Scaling Advice: Dont Panic & Plan for Yourself Hear what this tax pro would tell her past self and her peers when the weight of growth feels overwhelming. First dont panic: youve guided clients through tough spots every day so trust those same skills for your own firm. Then take your own advice: build cash-flow and tax planning into your practices rhythm just as you do for clients. These two simple shifts: Calming the mind and formalizing your own planning to transform being overwhelmed into forward momentum. Equip your firm for scale Discover how Intuit Professional Tax Software empowers tax" [YouTube Link](https://youtube.com/watch?v=jCo4g1D244Q) 2025-06-28T03:11Z 27.9K followers, [---] engagements "Tax Import for ProSeries - Financial Institution Download Download your clients 1099-B 1099-INT and 1099-DIV data directly from participating financial institutions via a website thats easy for you and your clients to use" [YouTube Link](https://youtube.com/watch?v=jV22CBYtHRk) 2024-12-17T20:18Z 15.1K followers, [--] engagements "You asked we delivered: Accountant-inspired features we built for you in [----] Get a quick rundown of the best features we added to QuickBooks in [----] inspired by accountants like you" [YouTube Link](https://youtube.com/watch?v=k-H96YxnkUg) 2025-01-06T21:54Z 15.2K followers, [--] engagements "Getting Your First QuickBooks Online Client And How To Get Many More Hear advice from Intuit Accountant customer Stacy Kildal CPA on how to get your first QuickBooks Online Client and how to get many more. Stacy will provide advice on the value of moving online as well as the added exposure you get to grow your practice" [YouTube Link](https://youtube.com/watch?v=l4jkWZv5lk8) 2023-10-22T22:27Z 13.7K followers, 122.3K engagements "ProConnect AI for Professionals" [YouTube Link](https://youtube.com/watch?v=laQmd7nAA7c) 2025-08-08T18:20Z 32.2K followers, [--] engagements "The Need for a "Knock It Off" List Trying to grow but stuck doing low-value tasks Geraldine Carter introduces the Knock It Off list a tactical way for CPAs to cut the behaviors that sabotage growth. From free discovery calls to underpricing she lays out what to stop doing if you want to hit your income and lifestyle goals. Want tools that help you work smarter not longer Explore Intuit Professional Tax Software: https://accountants.intuit.com/tax-software/ #ScaleSmart #CPAAdvice #WorkLessEarnMore #IntuitTax #TimeManagement #AccountingSimplified #GeraldineCarter" [YouTube Link](https://youtube.com/watch?v=o2diySJccxo) 2025-10-03T12:53Z 36.4K followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@intuitaccountants Intuit Accountants
Intuit Accountants posts on YouTube about $intu, accounting, software, ai the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Engagements: [-----] #
- [--] Week [-------] +63%
- [--] Month [-------] +159%
- [--] Months [---------] +610%
- [--] Year [---------] -90%
Mentions: [--] #
- [--] Month [--] -6.90%
- [--] Months [---] +193%
- [--] Year [---] +937%
Followers: [------] #
- [--] Week [------] +2.10%
- [--] Month [------] +7.60%
- [--] Months [------] +30%
- [--] Year [------] +184%
CreatorRank: [---------] #
Social Influence
Social category influence technology brands stocks finance social networks countries
Social topic influence $intu #76, accounting, software, ai, tools, data, future, how to, based, intuit
Top accounts mentioned or mentioned by @thebalancedcpa @thefuncpa @spawn15111 @shahabmaslehati @mrrinstitute @qbclay @ase @alneshajonescpamba6116 @davidbergstein @notsoboringcpa @smartvaultvideo
Top assets mentioned Intuit Inc. (INTU)
Top Social Posts
Top posts by engagements in the last [--] hours
"Cloud Power & AI in Tax Software Is Cloud Tax Software Really as Powerful as Desktop (Myths Busted) Think cloud tax software cannot handle what desktop can Think AI in tax software is just marketing hype Time to bust those myths wide open. Randy Hughes III CPA sets the record straight. Intuit's cloud platforms run on the same robust calculation engines trusted by top firms. You get anytime anywhere access real-time updates and no install headaches. Large firms run high-volume multi-user workloads without skipping a beat. And AI is not hype. It is already built into Intuit's suite automating"
YouTube Link 2026-01-27T14:15Z 43.8K followers, 17.1K engagements
"Intuit Lacerte: The Fundamentals Still spending too much time navigating tax returns instead of completing them Master Lacertes fundamentals once and youll streamline every return you touch saving hours reducing errors and creating a smoother experience for both your team and your clients. In this session CPA and longtime Lacerte power user Nick Boscia shows you how to work smarter inside Lacertes core workflow. Youll learn exactly how to convert prior-year data seamlessly create and organize new returns and use the Detail tab the way experienced preparers do jumping quickly between income"
YouTube Link 2026-01-28T17:49Z 43.8K followers, [---] engagements
"There's No Such Thing as Audit-Proof. You're structuring client returns to avoid audit triggers based on what you've heard about how IRS audits work. File this way not that way. Keep mileage under this threshold. Avoid these red flags. Your client still gets audited. Here's the problem: you're chasing a myth. Nobody outside a handful of IRS computer programmers knows the actual formula that triggers audits. Not the IRS commissioner. Not the auditor who gets the case. The auditor opens their system one morning and finds your client's return on their desk with no explanation. It could be"
YouTube Link 2026-01-30T14:05Z 43.8K followers, 11K engagements
"On the Books - In Conversation with Sasan Goodarzi "I believe we live in a world of confidence . AI will eliminate almost all the drudgery and manual work over time but it will not change the importance of human interaction." Sasan Goodarzi In this landmark episode on the On the Books podcast hosts Ted Callahan and Jessica McCracken are joined by Sasan Goodarzi CEO of Intuit. Sasan shares his unique leadership philosophy the future of the "human-to-AI" connection and how Intuit is revolutionizing the accounting industry through the newly launched Intuit Accountant Suite. In this episode we"
YouTube Link 2026-01-30T22:10Z 42K followers, [--] engagements
"Intuit Lacerte: Firm Administration & Set Up Tired of wrestling with firm setup user permissions and print settings before you can even start preparing returns If Lacertes admin tools have ever felt overwhelming this webinar turns that frustration into clarity and control. In this session youll learn how to confidently configure Lacerte from the ground up including EIN registration firm identifiers preparer setup user access client letters billing defaults print workflows and more. Well walk through the exact settings that help real tax pros standardize their processes reduce rework and avoid"
YouTube Link 2026-01-28T17:36Z 42K followers, [--] engagements
"Why Your IRS Letters Keep Getting Denied (Even When You're Right) You're responding to IRS letters with beautifully crafted explanations and heartfelt stories about hardship. The IRS keeps denying them. Your documentation is solid your reasoning is sound but you're addressing the wrong audience. The person opening your mail doesn't have a tax degree. They're processing hundreds of pieces of correspondence daily sorting them into boxes based on simple criteria. When you write emotionally compelling narratives without the right forms or clear categorization your letter gets routed incorrectly."
YouTube Link 2026-01-28T16:49Z 43.8K followers, 11.9K engagements
"Intuit Accountant Suite - Short"
YouTube Link 2025-10-21T15:29Z 41.8K followers, [--] engagements
"The Future of Accounting: AI & Automation in Action with Dext Discover how cutting-edge AI is transforming the accounting landscape by eliminating manual data entry enhancing data accuracy and unlocking real-time business insights. This session will supercharge your knowledge of AI as we explore various AI models dive into why not all AI is the same and see the power of AI in actions. Whether you're an accountant bookkeeper or small business owner learn how to stay ahead with smarter faster and more scalable tech solutions. Check out other Intuit partner webinars here:"
YouTube Link 2025-06-09T21:29Z 42.3K followers, [---] engagements
"Data Protection Software Differentiation & AI's Role Will AI Replace Tax Pros (Myths Busted) Think your client data sits vulnerable on your computer Believe all tax software is basically the same Will AI replace accountants entirely These myths are holding your firm back. Randy Hughes III CPA busts all four. Intuit's cloud solutions keep data encrypted and backed up while desktop options have robust local and hosted security. Either way you are protected by compliance-grade safeguards and audit-ready tracking. All tax software is not the same. From built-in advisory tools to smart automation"
YouTube Link 2026-01-27T14:33Z 43.8K followers, 10.4K engagements
"Intuit ProConnect Tax: AI-Powered Workflow for Faster Smarter Tax Prep Are you ready to spend less time on manual data entry and more time advising your clients Discover how Intuit ProConnect Tax uses the power of AI to create a faster smarter and more intuitive tax preparation workflow giving you back your most valuable asset: time. This video demonstrates how our AI-assisted tools amplify your expertise not replace it. We believe the future of tax is "Powered by AI. Perfected by you." In this overview you'll see how ProConnect Tax helps you: 🔷 SLASH DATA ENTRY TIME with Intelligent Data"
YouTube Link 2025-08-18T16:10Z 41.8K followers, [---] engagements
"Intuit ProConnect Tax: AI-Powered Workflow for Faster Smarter Tax Prep Are you ready to spend less time on manual data entry and more time advising your clients Discover how Intuit ProConnect Tax uses the power of AI to create a faster smarter and more intuitive tax preparation workflow giving you back your most valuable asset: time. This video demonstrates how our AI-assisted tools amplify your expertise not replace it. We believe the future of tax is "Powered by AI. Perfected by you." In this overview you'll see how ProConnect Tax helps you: 🔷 SLASH DATA ENTRY TIME with Intelligent Data"
YouTube Link 2025-08-15T15:34Z 41.8K followers, [---] engagements
"The freedom of cloud-based accounting: Intuit users share their stories Why move online Intuit user Thomas Gabbert CPA and three of his industry peers offer first-hand accounts of how the move to cloud-based accounting can boost efficiency deepen client relationships and make data entry obsolete. For additional details visit http://firmofthefuture.com"
YouTube Link 2016-03-15T19:02Z 37.2K followers, [---] engagements
"How Advisory-First Firms Doubled Revenue While Working Half the Hours Are you charging $700 for a [----] while working 70-hour weeks Still telling yourself your market can't support higher rates Megan Leesley's response: Stop it. The only real constraint isn't your market. It's your mindset. And when she challenged that belief she doubled her revenue while cutting her client load in half. In this episode of Deduct This with Carrie and Lexi Megan Leesley Director of Tax at Dark Horse CPAs reveals how advisory-first firms are charging $1500 base rates working normal hours and proving that the"
YouTube Link 2026-01-14T23:56Z 43.8K followers, 13K engagements
"From Burnout to Breakthrough How One Tax Pro Rebuilt Her Workflow with ProConnect Tax In this powerful short we hear the turning point that pushed one firm to completely rethink how they served clients. After back-to-back chaotic tax seasons filled with PPP questions EIDL confusion and remote work stress it became clear: the old model wasnt sustainable. Key insights for tax and accounting pros: Why just getting the work done wasnt enough and cost real revenue The wake-up call from [----] tax returns that sparked a shift toward advisory-first packages How saying no to new clients helped create"
YouTube Link 2025-06-12T00:18Z 40.6K followers, 19.5K engagements
"How Diagnostics Save You Time You're learning new tax law while prepping returns during deadline pressure. Your brain feels like if you absorb one more regulation you'll forget how to drive. Then you miss a conflict between two entries that the IRS will definitely catch. Here's what happens when you rely purely on human memory during complex tax seasons: mistakes slip through. With new legislation like the one big beautiful bill changing rules mid-season your brain is maxed out. You're supposed to remember every interaction between deductions credits multi-state rules and new provisions while"
YouTube Link 2026-01-23T14:38Z 43.8K followers, 16.2K engagements
"AI Is a Tool Not Your Boss Firm owners lose sleep wondering if AI will replace them. Meanwhile the real question sits unanswered: are you framing AI as a threat or as the most powerful tool you've ever had access to Brandon Adjei cuts through the fear with clarity most thought leaders miss. AI is a servant not a family member. It doesn't love you. It can't drive your car write your essay or solve your equations. All it can do is execute what you input. The moment you understand AI as a tool like your computer or mobile device you stop seeing it as competition and start leveraging it for what"
YouTube Link 2026-01-10T00:50Z 43.8K followers, 16.6K engagements
"From Field to Finance: Simplifying Accounting for Service Businesses Learn how accountants can help service-based businesses streamline job costing cash flow and bookkeeping by connecting field operations with clean accurate books. QuickBooks expert James Griner shares practical strategies and shows how Housecall Pros real-time integration reduces manual work and improves financial clarity. Youll learn how to: Eliminate manual entry with real-time syncing Simplify invoicing payments scheduling and dispatching Deliver deeper insights and stronger advisory support Check out other Intuit partner"
YouTube Link 2025-12-13T00:01Z 43.8K followers, [---] engagements
"When Letting Go Leads to Growth: Offboarding Clients the Right Way with Nick Boscia Ever get that gut feeling when a clients name pops up and your stomach drops Youre not alone. In this episode of Deduct This with Carrie and Lexi firm owner and tax strategist Nick Boscia of The Balanced CPA shares how learning to offboard clients changed his firms culture profitability and sanity. Nick opens up about: Overcoming the fear of losing revenue when letting go of clients Reviewing the Five Worst Clients list weekly to protect team morale Setting clear expectations to prevent burnout and resentment"
YouTube Link 2025-11-07T03:08Z 38.1K followers, [--] engagements
"Intuit Tax Advisor Welcome Video"
YouTube Link 2023-04-26T23:31Z 37K followers, [----] engagements
"Dont Wait for the Perfect Plan Still waiting for the perfect moment to change Heres why thats holding you back. Kat Khalandach shares how starting small one workflow or one client at a time can lead to big results. Forget waiting for the perfect plan and start improving today. Want tools that help you work smarter not longer Explore Intuit Professional Tax Software: https://accountants.intuit.com/tax-software/ #TaxPro #WorkflowTips #ProConnectTax #IntuitTax #TaxPracticeGrowth #EfficiencyMindset #CPAWorkflow #TaxFirmMindset #ProcessImprovement #CPAChangeStrategies"
YouTube Link 2025-10-10T13:17Z 37.6K followers, 44.4K engagements
"Intuit ProConnect Tax - Benefits of the Cloud Linda Geer CPA at Geer CPA & Consulting talks about how working in the cloud enables her firm flexibility"
YouTube Link 2024-01-31T16:08Z 37.1K followers, [--] engagements
"How to Pick Tax Software That Actually Matches Where Your Firm Is Going Are you using the same tax software you picked five years ago even though your practice has completely changed Still telling yourself it's too late in the year to evaluate alternatives You're choosing software for the firm you had not the firm you're building. Kristen Keats learned this the hard way. She built a firm around her ideal client not the clients she had yesterday. In this episode of Deduct This with Carrie and Lexi Kristen Keats owner of Sherwood Tax and Accounting breaks down how to evaluate tax software for"
YouTube Link 2026-01-21T14:07Z 43.8K followers, 13.7K engagements
"Whats Step One To Real Change Most firm owners know they need to change something. They're drowning in 120-hour tax seasons. Their staff is burned out. Their clients are demanding more than compliance. But they don't start because the change feels impossible especially when you're already successful. Joey Albertson reveals the one step most skip: deciding what you actually want before rebuilding anything. Not vaguely wanting a better firm. Getting ruthlessly specific about what "better" means for you. She walks through what that decision looks like: Do you want equity from a sale Systems that"
YouTube Link 2025-12-02T01:40Z 43.8K followers, 339.1K engagements
"Politely Parting From Clients Breaking up is hard to do unless you have a system. Nick Boscia walks through his exact offboarding email template that protects your boundaries maintains professionalism and keeps the door open for future relationships. No drama. No guilt. Just clarity. Ready to handle tough conversations with confidence See how the right workflows make difficult decisions easier. Explore Intuit Professional Tax Software: https://accountants.intuit.com/tax-software/ #ClientCommunication #TaxFirmLeadership #WorkflowTips #TaxProLife #IntuitTax #ProConnectTax #DeductThisPodcast"
YouTube Link 2025-11-13T00:26Z 38.5K followers, [---] engagements
"Why Billable Hours Are Outdated Still billing by the hour Bob Wang explains why he ditched timesheets and shifted to outcome-based compensation a move that boosted morale fairness and client satisfaction. When you reward results over hours everyone wins. Want to upgrade your firms systems for the modern tax pro Explore Intuit Professional Tax Software: https://accountants.intuit.com/tax-software/ #ValuePricing #CPAWorkflow #TaxProTools#OutcomeBasedCompensation #ProConnect #TaxPracticeGrowth #IntuitTax #DeductThisPodcast"
YouTube Link 2025-10-24T21:27Z 37.4K followers, [---] engagements
"I Accidentally Built My Dream Firm Most tax professionals never intended to own a firm. When Joey Albertson quit her corporate CFO job at [--] she had three young kids a co-founder with two kids of her own and one observation: small businesses were desperate for help and nobody was serving them the right way. Here's what surprised her most about leaving stability for entrepreneurship: being talented and needed doesn't automatically make you successful. Having demand doesn't mean you'll be profitable. Building a firm that actually works requires something most accountants never learn: the"
YouTube Link 2025-12-02T01:26Z 39.3K followers, [--] engagements
"Automate Tax Planning with ProConnect Tax Tembi Imlalazi demonstrates how ProConnect Tax Advisor enables you to become a year-round advisor. In minutes youll see how it: Identifies high-value planning opportunities in your client roster Auto-fills last years data into a new tax plan Recommends strategieslike retirement contributions or bonus depreciationto boost savings Provide clients with clear customized roadmaps that eliminate manual searches and unnecessary work. Experience built-in tax planning in action. Click the link below and start your free trial of ProConnect Tax today."
YouTube Link 2025-08-09T02:08Z 37.2K followers, [----] engagements
"Stop Selling Time. Start Selling Value Still billing by the hour Its time to flip the model. Geraldine Carter breaks down how CPAs can stop selling their time and start pricing based on outcomes. By shifting your mindset from time-tracking to value-creating youll unlock easier pricing better client alignment and higher profitability. Want software that helps you deliver more value in less time Explore Intuit Professional Tax Software: https://accountants.intuit.com/tax-software/ #ValuePricing #TaxAdvisory #CPAMindset #ClientOutcomes #Profitability #AccountingStrategy #IntuitTax"
YouTube Link 2025-10-03T12:34Z 40.7K followers, 63.2K engagements
"Is Your Tax Software Future-Ready You evaluate tax software by asking one question: Does it work It files returns so the answer is yes. Five years later you're manually handling multi-state complexity and remote team coordination because your multi-state tax software was never designed for growth. Here's the problem with "does it work" - it's a backward-looking question. Your software works fine for last year's practice but what about the firm you're trying to build Kristen Keats used ProSeries when she had a small practice serving straightforward clients. It worked perfectly. But software"
YouTube Link 2026-01-23T14:30Z 43.8K followers, 13.9K engagements
"Hardest Part of Transitioning Clients The hardest part isn't sending the email. It's what happens when they push back. Nick Boscia shares how to stay firm when clients guilt-trip negotiate or demand explanations. Keeping the wrong clients costs more than losing them and your team is watching how you handle it. Ready to protect your team's energy and focus See how firm-wide systems reinforce the boundaries you set. Explore Intuit Professional Tax Software: https://accountants.intuit.com/tax-software/ #ClientBoundaries #TaxFirmLeadership #CPAWorkflow #TaxProLife #FirmGrowth #IntuitTax"
YouTube Link 2025-11-13T00:34Z 38.5K followers, [---] engagements
"Choose Progress Over Perfection with ProConnect Tax Thinking about upgrading your tax software Tembis advice: start small start now. In this clip she explains how to: Involve your team in setting realistic goals Break the project into bite-sized phases in the off-season Refine your setup as you go without the need for perfect first drafts Every improvement helps your firm run smoother. Dont let not perfect hold you back. Take the first step today. Explore ProConnect Taxs flexible platform and grow at your own pace. https://accountants.intuit.com/tax-software/ #ProConnectTax #SwitchSoftware"
YouTube Link 2025-08-09T02:30Z 37.1K followers, [----] engagements
"Intuit ProAdvisors and Utah Valley University partner to tackle the talent shortage The accounting profession is evolving but the talent pipeline isnt keeping up. Traditional accounting education largely focuses on tax and audit which many students find is outside of their interests. But one visionary professor along with two leading ProAdvisors were recently inspired to change the narrative in accounting education with the help of Intuits own ProAdvisor Academy"
YouTube Link 2025-05-15T19:25Z 39K followers, [---] engagements
"Where AI Helps and Where It Still Intimidates Us with Steven Gabrielsen Are you curious how real tax pros are using AI in their firms today and where they're drawing the line In this episode of Deduct This CPA and firm owner Steven Gabrielsen shares how he's harnessing AI to streamline workflows free up time for advisory work and boost client service without sacrificing the human relationships that define his practice. What you'll learn: Steven's journey from early adopter to AI advocate and what tools actually delivered ROI How automation is reshaping tax prep bookkeeping and client"
YouTube Link 2025-09-24T18:15Z 37K followers, 13.4K engagements
"Process Is Your Competitive Advantage You're managing client work by memory Post-its and email reminders. It works with five clients. It breaks with twenty. It collapses with fifty. Kari Culumber's competitive advantage isn't fancy software or a bigger team. It's this: she documented every single workflow before she even had ten clients. She designed systems that work whether she's handling one client or a hundred. She built processes so clear that when she onboards someone new they don't need hand-holding. They follow the documentation. This isn't micromanagement. This is the opposite. When"
YouTube Link 2025-12-12T12:56Z 43.8K followers, 26.6K engagements
"Offboarding Clients Without Guilt Does your gut drop when a client's email hits your inbox That's not anxiety. That's your instinct telling you this relationship is costing more than it's worth. Nick Boscia learned that firing the wrong clients didn't hurt his firm; it saved it. More profit. Less stress. Better work. Ready to stop dreading Monday mornings See how better client management starts with better systems. Explore Intuit Professional Tax Software: https://accountants.intuit.com/tax-software/ #TaxFirmLeadership #ClientManagement #TaxProLife #CPAWorkflow #FirmGrowth #ProConnectTax"
YouTube Link 2025-11-13T00:20Z 38.5K followers, [---] engagements
"Intuit's ProConnect Tax: New and Improved Prep for Taxes -Prep for Taxes in Intuit ProConnect Tax now has more functionality to give you greater control over the books-to-tax process. Not only can you use ProConnect Tax to apply income statement balance sheet and trial balance data to prepare your clients tax filing but you can now do the following: -Review reclassify and remap data prior to applying it to a tax return. -Create tax adjustments and generate a workpaper to reconcile differences between the books and tax return. Note: Adjustments/remapping in ProConnect will not impact data in"
YouTube Link 2023-12-15T17:05Z 38.5K followers, [----] engagements
"Intuit Quick Employer Forms Overview"
YouTube Link 2024-08-14T18:17Z 37.7K followers, [----] engagements
"Accountants talk about new Intuit AI agents Accountants detail how Intuit AI agents can transform their work enhance efficiency and accuracy detect anomalies and streamline processes. To find out more head over to the Firm of the Future blog: https://intuit.me/43xMY2K"
YouTube Link 2025-06-26T20:00Z 39K followers, [----] engagements
"UHY QuickBooks Payments and Bill Pay case study Learn how QuickBooks Payments and Bill Pay helped top-30 firm UHY unlock efficiency cash flow and data visibility"
YouTube Link 2025-04-11T19:15Z 37.6K followers, [---] engagements
"Subscription Model & Lifestyle Change Christopher Picciurro shares how switching to a subscription-based model didn't just transform his revenue it transformed his lifestyle. By adapting his pricing to meet client needs and focusing on value he gained the freedom to live and work on his terms. If you're stuck in old models this is the mindset shift you need. Start your subscription model today with tools that support smarter pricing and more freedom: Explore Intuit Professional Tax Software: https://accountants.intuit.com/tax-software/ #SubscriptionModel #ValuePricing #TaxFirmGrowth"
YouTube Link 2025-09-20T07:19Z 37.7K followers, [---] engagements
"Your Best Upgrade: Your Mindset Your firm invests thousands in software annually. But the most powerful upgrade costs nothing and gets ignored: shifting how your team sees their own capabilities. Brandon Adjei introduces a framework most accounting professionals never consider. You have abilities things you know you can do right now. But you also have capabilities seeds inside you that haven't germinated yet but are already fertilized. They just need the right environment to grow. Most firms focus exclusively on developing abilities through technical training while completely neglecting the"
YouTube Link 2026-01-10T00:37Z 43.8K followers, 16.6K engagements
"Fortify your Firm: Data Security and Lasting Trust Fortify your firm: data security and lasting trust. Client trust starts with strong data security. Learn how proactive risk management helps prevent breaches meet compliance standards and protect your firms reputation"
YouTube Link 2025-11-04T22:26Z 38K followers, [--] engagements
"The Accidental Entrepreneur: How Joey Albertson Built a Profitable Family-First Firm When COVID hit Joey Albertson didn't plan to start a firm. She just wanted to help small businesses drowning in chaos. That impulse to serve turned into The Profitability Project and Bookflow two thriving businesses built on one non-negotiable rule: always be home for dinner. In this episode of Deduct This with Carrie and Lexi Joey reveals how she turned pandemic panic into a seven-person team that serves clients without sacrificing family time. If you're stuck in the 120-hour burnout cycle questioning"
YouTube Link 2025-11-22T01:54Z 39K followers, [--] engagements
"Tax Workflow Tip: How to Stay Organized and Stress-Free All Year Overwhelmed by a never-ending to-do list In this short hear a practical system from a seasoned tax professional that helps manage follow-ups client tasks and year-round notes with clarity. Why this works for tax and accounting pros: Breaks workflow into active pending and future task sheets Creates mental clarity by shrinking your work in progress list Supports smoother year-end reviews and next-season prep Encourages stress-free documentation thats easy to revisit Whether you're in the middle of client prep or closing the books"
YouTube Link 2025-06-13T00:41Z 41.4K followers, [----] engagements
"Are We Hiring for the Right Skills What happens when your smartest hire freezes on a client call Mike Manalac learned that the accounting profession hasn't changed how it hires in decades. The focus is still heavily weighted toward technical skills: Excel proficiency analytical thinking memorizing IRS code. But here's what actually matters when you're meeting a client virtually and selling trust and relationships. Here's what matters when you're building an advisory practice instead of just filing returns. Those technical skills still matter but firms obsessing over them are missing the real"
YouTube Link 2025-12-06T01:04Z 43.8K followers, 34.6K engagements
"The Real Cost of the Billable Hour Still tracking hours instead of outcomes Randy Crabtree demonstrates how the billable hour undermines morale restricts growth and exhausts top talent. It penalizes efficiency rewards inefficiency and traps firms in a cycle where working faster means earning less. The math is flawed: your fastest and most experienced preparers are penalized for being good at their jobs. Meanwhile clients resent paying for time instead of results. Value pricing flips this equation. You charge for expertise and outcomes not hours logged. Ready to shift how you measure success"
YouTube Link 2025-11-06T00:57Z 38.6K followers, 20.6K engagements
"Karen Peacock shares her thoughts on QuickBooks Connect Intuit employees - including Karen Peacock VP leader of the Small Business Segment - are fired up about QuickBooks Connect See why in this short video. It's not too late to register Sign up here: http://intuit.me/1IlqTaG. Save $50 by using promo code SOCIAL"
YouTube Link 2015-10-28T15:33Z 37.7K followers, [---] engagements
"QuickBooks Bill Pay: Streamline accounts payable for your clients and your firm Discover how QuickBooks Bill Pay can help you and your clients easily manage and pay bills within QuickBooks Online. With its automation tools you and your clients can streamline your accounts payable process invite vendors to provide payment information and even set custom roles for your team -- ensuring that the right people are involved in the bill approval and payment process (with Bill Pay Elite or QuickBooks Online Advanced). Say goodbye to time-consuming tasks and hello to efficient cash flow management"
YouTube Link 2024-10-18T16:11Z 40.6K followers, [---] engagements
"Pricing Strategy + Client Access Your pricing should reflect the complexity of your work especially in tax. Christopher J. Picciurro breaks down how his firm built a proprietary pricing model that accounts for multistate returns and offers clients real-time access to help through CPA Urgent Care. The result A smarter year-round client experience that boosts retention and revenue. Rebuild your pricing strategy with software that reflects your value and supports growth: Explore Intuit Professional Tax Software: https://accountants.intuit.com/tax-software/ #PricingModel #CPAUrgentCare"
YouTube Link 2025-09-20T07:33Z 38.6K followers, [---] engagements
"Using AI Without Losing Yourself Feeling overwhelmed by all the AI tools Youre not alone. Yuri Kapilovich breaks down how to adopt automation without sacrificing the personal touch that clients value most. His advice: dont chase every shiny tool. Start small. Protect your time. And align your tech with your goals not the other way around. Want AI that supports you but doesn't replace you Explore Intuit Professional Tax Software: https://accountants.intuit.com/tax-software/ #AIInAccounting #ClientExperience #AutomationTools #TaxAdvisor #SmartScaling #IntuitTax #WorkflowEfficiency #TheFunCPA"
YouTube Link 2025-10-20T16:57Z 40.6K followers, 26.3K engagements
"Intuit Tax Advisor - Pass Through Entity Tax [--] Learn how ITA handles the Pass Through Entity specifically for California"
YouTube Link 2024-06-24T16:00Z 40.6K followers, [---] engagements
"Building a Lifestyle Firm What if your firm could serve fewer clients and give you more time with your family In this clip Yuri Kapilovich shares how becoming a parent reshaped his business. He ditched the grind of low-value returns and built a lifestyle firm centered on client quality not quantity. If you're tired of measuring success by how many returns you file this mindset shift is for you. Ready to build a firm that supports your life Explore Intuit Professional Tax Software: https://accountants.intuit.com/tax-software/ #LifestyleFirm #TaxPro #CPAWorkflow #ValueOverVolume"
YouTube Link 2025-10-20T16:26Z 37.6K followers, 20.7K engagements
"Take a tour of the improved accountants.intuit.com website The Intuit Accounting Professionals Division will be launching an improved website experience. Now you have one place to go to access all of your information. So whether you're a QuickBooks ProAdvisor or a Lacerte or a ProSeries customer or a combination you'll only need to go one URL to access your accounts and dashboard. It's the one-stop-shop you've been waiting for Learn more in this article: http://bit.ly/UkqQA8"
YouTube Link 2012-09-18T17:14Z 37.6K followers, [---] engagements
"Intuit Accountants Innovation Showcase Intuit Enterprise Suite QuickBooks Money Intuit leaders share our vision for the mid-market customers with the accountant community highlighting innovations across the QuickBooks Money platform and providing a first look at Intuit Enterprise Suitea scalable integrated multi-entity platform designed to enhance productivity and profitability for clients with complex needs. Chapters 0:00 - Introduction & Our Journey with Accountants 2:48 - Mid-Market Platform Innovations 10:34 - QuickBooks Money Platform 21:51 - Intuit Enterprise Suite 41:04 - Closing &"
YouTube Link 2024-10-11T20:08Z 41.5K followers, [----] engagements
"How to Deliver Bundled Services: An Introduction What are bundled services and why should you consider implementing them in your tax and accounting firm Learn from Andrea Parness CPA CTC"
YouTube Link 2019-04-22T17:47Z 38.2K followers, [---] engagements
"Why Investing in Yourself and Your Team Might Be the Most Powerful Software Upgrade Your Firm Makes Your team keeps burning out. You've upgraded your software hired more people adjusted workloads but the tax accountant burnout cycle repeats. What if the real bottleneck isn't your tools or your headcount In this episode of Deduct This with Carrie and Lexi investor and finance expert Brandon Adjei founder of Bargraph Solutions reveals why personal development and mindset shifts drive success more powerfully than any technology purchase alone. Brandon has seen every evolution of the accounting"
YouTube Link 2026-01-07T18:06Z 43.8K followers, 12.3K engagements
"Moving the Practice to Another Place Priceless Flexibility What if you could run your entire firm from anywhere even abroad Randy Hughes explains how a volunteer assignment in Jamaica turned into nine years of remote success all thanks to cloud-based tools and intentional systems. If you're seeking flexibility without sacrificing growth this story proves its more than possible its profitable. Want to build a flexible firm with tools that support remote work from anywhere in the world Explore Intuit Professional Tax Software: https://accountants.intuit.com/tax-software/ #RemoteCPA #DigitalFirm"
YouTube Link 2025-09-18T01:25Z 37.3K followers, [----] engagements
"Why We Chose to Go 100% Paperless Client tax returns bank statements and sensitive financial data are scattered across your home office while your kids are doing Zoom school at the same kitchen table. If you're uncomfortable with that security risk you're not alone. Kari Culumber started her firm at the height of the pandemic and made a decision that seemed like a workaround at the time: go completely paperless. But it wasn't about convenience. It was about compliance. As an accountant you're responsible for client PII and secure documents. You can't promise security when paper is sitting in"
YouTube Link 2025-12-12T12:50Z 43.8K followers, 34.6K engagements
"How to Attract & Retain Gen Z Talent Your small firm is exactly what Gen Z wants. So why aren't they applying Mike Manalac discovered that smaller firms aren't at a disadvantage in the Gen Z hiring war. They're perfectly positioned to win but most don't know it. The problems Gen Z sees in accounting are well documented: endless busy seasons manual grunt work rigid structures and no real advisory opportunities. But here's what most firms miss: Gen Z isn't leaving because the problem is unsolvable. They're leaving because firms aren't solving it. The good news Smaller firms are actually more"
YouTube Link 2025-12-06T00:57Z 43.8K followers, 37.6K engagements
"Intuit ProConnect Tax's Award Winning Customer Support Komal Thakkor-Modi CPA at KTMG talks about how ProConnect Tax helps her firm Wanna hear more from our happy customers See what other ProConnect Tax users are saying on G2: https://www.g2.com/products/proconnect-tax/reviews"
YouTube Link 2024-01-31T16:48Z 37.2K followers, [--] engagements
"The Human Side of Advisory Tech with Yuri Kapilovich Want to scale your firm without losing your sanity or your personal touch In this energizing episode of Deduct This CPA and firm owner Yuri Kapilovich (aka The Fun CPA) shares how to use tech not to replace relationships but to enhance them. From $100/hour bus rides to building a lifestyle firm with a $2000 minimum fee Yuri reveals how he streamlined his practice with cloud-based tools scaled client value and preserved the high-touch service his clients love. Youll learn how to: Build a modern firm that runs on your schedule (not your"
YouTube Link 2025-10-16T16:05Z 38.7K followers, [----] engagements
"UHY QuickBooks Payments and Bill Pay case study - [--] seconds"
YouTube Link 2025-05-05T12:59Z 37.6K followers, [---] engagements
"Don't Just Survive Tax Season Your friends stopped calling during tax season because they know you'll say no. You work 70-hour weeks skip workouts cancel date nights and become a shell of a person classic tax accountant burnout from January through April because that's just how tax season works. Except it doesn't have to. When you treat April 15th as an unmovable deadline for every client you create artificial urgency that destroys your life for four months straight. The truth Megan Leesley discovered: April 15th is false news. You can schedule clients out build proper workflows and get"
YouTube Link 2026-01-16T17:41Z 43.8K followers, 13.5K engagements
"Why offer Tax Advisory Services"
YouTube Link 2023-04-20T22:20Z 41.3K followers, [---] engagements
"AI Is the New Advisory: Transform Bookkeepers into Strategic Advisors The traditional bookkeeping model is evolving. While competitors cling to commodity services forward-thinking firms are discovering the ultimate differentiator: AI-powered advisory services that deliver a 95% client success rate. In this game-changing 60-minute session discover the exact 3-step AI Growth Formula that's transforming ordinary QuickBooks Online bookkeepers into indispensable strategic advisorsand generating premium revenue streams that clients can't get anywhere else"
YouTube Link 2025-11-05T19:37Z 38.1K followers, [--] engagements
"The Dinner Table Test for Firms Burnout in accounting is real. Peak season hours routinely hit 120+ per week making it nearly impossible to maintain any semblance of personal life family time or health. Most firms accept this as the cost of doing business. Joey Albertson asked a different question: what if your firm model was built around getting home for dinner every single night Not as a nice-to-have. As a business requirement. With a team of seven managing hundreds of annual returns and zero glorification of grinding she built proof that the old model isn't inevitable. She shows how"
YouTube Link 2025-12-02T01:33Z 39.3K followers, [---] engagements
""It's Accrual World" Account INK Episode [--] of [--] (Intuit Accountants) How far does one accountant go to show pride in his job To celebrate Accounting Appreciation Month this CPA takes you inside the world of "Account Ink" and proclaim that #AccountantsCount. What accounting term would you have tattooed Tell us in the comments. Be sure to check out the entire "Account Ink" series here: http://bit.ly/AccountINK Subscribe to Our YouTube Channel -http://bit.ly/1egduOL Like us on Facebook - http://on.fb.me/17m4aDP Follow us on Twitter -- http://bit.ly/SVG3bs"
YouTube Link 2013-11-19T17:35Z 39.1K followers, [----] engagements
"AI Builds Data. Empathy Builds Impact As AI in accounting accelerates clients are starting to feel like they're talking to software instead of a trusted advisor. Faster responses cleaner reports and perfectly summarized data mean nothing when the human connection disappears. As AI becomes embedded in tax workflows many firms quietly pull back from real conversations. Advice gets technically sound but emotionally hollow. Planning turns generic. Clients stop feeling seen. So the question is will AI replace accountants The real risk isn't AI replacing tax pros it's tax pros replacing themselves"
YouTube Link 2026-01-16T17:54Z 43.8K followers, 14.3K engagements
"Why October Is Perfect for Change Feeling burnt out after tax season October might be your secret. Its the best time to reset. Kat Khalandach explains why this short window is ideal for rethinking workflows testing new tools and setting your firm up for a better year ahead. Her advice: dont wait until its busy again to improve whats working. Ready to build smarter systems for next season Explore Intuit Professional Tax Software: https://accountants.intuit.com/tax-software/ #TaxPro #CPAWorkflow #TaxSeasonPrep #IntuitTax #ProConnectTax #SmartSwitching #TaxPracticeGrowth #TaxFirmReset"
YouTube Link 2025-10-10T13:11Z 37.2K followers, [----] engagements
"How to Start Going Digital When You're Overwhelmed You know you need to go digital. But the idea of documenting every workflow picking the right tools and redesigning everything at once while you're already drowning That's why most firms don't start. Kari Culumber's advice cuts through the overwhelm: you don't need to change everything. You don't need a year-long project (okay she spent a year but she built everything from scratch with no clients). You need to start incredibly small. First step: document what you're doing right now in all its mess and imperfection. Don't try to make it"
YouTube Link 2025-12-12T13:03Z 43.8K followers, 26.9K engagements
"Tax strategies: QBI (Qualified Business Income/Section 199) Tax Advisors: learn how to optimize your Qualified Business Income (QBI) through income shifting and deferral strategies before this provision expires in [----]. Dominique Molina President of the American Institute of Certified Tax Coaches can show you how. Brought to you by Intuit Tax Advisor"
YouTube Link 2023-06-05T20:21Z 40.6K followers, [----] engagements
"What Makes Your Firm Stand Out The best hire you'll never make just scrolled past your job post. Not because of salary. Because your firm looks exactly like the [--] others they saw today. Mike Manalac discovered that in a competitive hiring market especially for entry-level talent standing out isn't automatic. Your work doesn't speak for itself if nobody knows what you're about. Most professionals let their brand build naturally but that's a missed opportunity. Without intentional differentiation you're just another name in a stack of rsums. A distinct authentic brand doesn't just attract"
YouTube Link 2025-12-06T00:51Z 43.8K followers, 31.2K engagements
"Charging a $2K Minimum Charging a $2000 minimum might sound risky until you realize your cheapest clients often cost you the most time. Yuri Kapilovich explains how he built a high-referral network using LinkedIn bus thoughts grew authentically through connections and eventually fired lower-value clients. This is how you scale without selling out. Want a firm that values your time Explore Intuit Professional Tax Software: https://accountants.intuit.com/tax-software/ #PricingStrategy #ValuePricing #TaxFirmGrowth #FireBadClients #LinkedInMarketing #CPAWorkflow #IntuitTax #TheFunCPA"
YouTube Link 2025-10-20T16:41Z 41.5K followers, 36.1K engagements
"Here I Am Intuit Video We want to remind you that there is nothing better than modern-day desktop accounting software. Oops this sentence is already obsolete find out how here: http://www.intuitaccountants.com/history What career advice would you have given yourself a decade ago Tell us in the comments below. How has accounting changed over the years Watch all our #HistoryOfAccounting videos to find out: http://bit.ly/164xSOS Subscribe to Our YouTube Channel - http://www.youtube.com/subscription_centeradd_user=IntuitAcademy Like us on Facebook - https://www.facebook.com/intuitaccountants"
YouTube Link 2013-08-06T21:59Z 40.6K followers, [----] engagements
"Shahab Maslehati uses #IntuitTaxAdvisor to easily create client scenarios and plan for the future @spawn15111@ShahabMaslehati the founder CEO and CCO of Seed Money Consulting talks to how #IntuitTaxAdvisor helps #taxadvisors showcases their expertise and bulids client confidence"
YouTube Link 2023-10-05T23:03Z 39.2K followers, [---] engagements
"INCO Socials TimeTracking v002 Intuit Practice Management allows you to track the time of your firm/employees from directly within"
YouTube Link 2020-11-19T17:00Z 38.7K followers, [--] engagements
"What Top Talent Actually Wants: How to Recruit and Retain in Todays Accounting Landscape Cant hire fast enough Losing great people Feeling the talent pipeline shrinking more every year Youre not alone. In this episode of Deduct This with Carrie and Lexi CPA and career strategist Mike Manalac known online as Mike from Accounting breaks down exactly what todays accounting talent is looking for why theyre leaving and how firms can evolve to keep their best people. With experience across Big Four Fortune [---] and high-growth firms and having mentored hundreds of young accountants Mike reveals the"
YouTube Link 2025-12-03T17:21Z 43.8K followers, 11.4K engagements
"AI Tools Wont Replace You They Elevate You AI wont take your job itll transform it. In this powerful clip Steven Gabrielsen shares how the rise of automation is pushing tax pros to evolve beyond data entry and into strategic advisory roles. As tools begin to automate tax prep and bookkeeping the value of human insight only increases. If you're ready to break free from commoditized services and focus on deeper client relationships this one's for you. Want software that empowers your evolution as a trusted advisor Explore Intuit Professional Tax Software:"
YouTube Link 2025-09-26T14:05Z 38.6K followers, 16.1K engagements
"Burnout Isn't a Badge of Honor Burnout isn't proof that you care more. It's a warning that your firm's systems are broken. Randy Crabtree learned it the hard way: working yourself into the ground doesn't build a better practice; it destroys one. He rebuilt his firm around workflows that sustain success rather than burning through people. What if you could work fewer hours and serve more clients better The firms winning right now aren't grinding harder. They're automating smarter delegating strategically and protecting the energy that makes great work possible. Ready to rethink how your firm"
YouTube Link 2025-11-06T00:47Z 38.5K followers, [----] engagements
"Healthy Teams Start With Boundaries Your team's burnout isn't a mystery; it's a boundary problem. Randy Crabtree shares how clear limits and better workflows protect energy attract talent and boost performance. When everything is urgent nothing is urgent. When everyone works nights and weekends you're not dedicated you're understaffed. Sustainable firms establish clear boundaries around client expectations scope creep and after-hours communication. They build workflows that respect people's time instead of consuming it. The result Lower turnover higher morale and better work quality. Ready to"
YouTube Link 2025-11-06T01:02Z 38.1K followers, [----] engagements
"Intuit Tax Advisor Overview"
YouTube Link 2023-04-26T23:31Z 38.5K followers, [----] engagements
"What's New in QuickBooks [----] - Part [--] of [--] MB Raimondi CPA.CITP demonstrates the new features in QuickBooks 2012"
YouTube Link 2013-01-13T01:16Z 39.2K followers, [----] engagements
"Intuit Accountant Suite Testimonial - Alicia Eastvold"
YouTube Link 2025-10-21T15:31Z 41.5K followers, [--] engagements
"Amplify your tax advisory capabilities with Intuit Tax Advisor in ProConnect Tax Find out how ProConnect Tax customers amplify their tax advisory and planning capabilities with Intuit Tax Advisor now seamlessly integrated in the ProConnect Tax software. Discover how Intuit Tax Advisor can help you find new ways to create value for your clients: https://accountants.intuit.com/tax-software/tax-online/"
YouTube Link 2025-05-14T16:40Z 40K followers, [---] engagements
"Intuit's Dan Wernikoff on QuickBooks Connect See why Dan Wernikoff - Executive VP and General Manager of the Small Business Group - is excited about QuickBooks Connect. It's not too late to register Sign up here: http://intuit.me/1IlqTaG. Save $50 by using promo code SOCIAL"
YouTube Link 2015-10-28T15:25Z 38.3K followers, [---] engagements
"Intuit Accountant Suite Testimonial - Patrick Ball"
YouTube Link 2025-10-21T15:38Z 40.6K followers, [--] engagements
"Intuit ProConnect Tax Online: Data Entry & Tools Unlock the full power of ProConnect Taxs data entry tools in this concise walkthrough with Senior Solutions Specialist Ashley Henderson. Youll learn how to breeze through every tax return from entering estimated payments and filing extensions to managing depreciation schedules and amending returns all within a single browser-based platform. Discover time-saving techniques for attaching supporting documents handling multi-state wage sourcing and leveraging smart overrides that keep your data accurate and compliant. Whether youre a veteran"
YouTube Link 2025-07-16T15:52Z 39K followers, [----] engagements
"What is agentic AI What is agentic AI Accounting is changing faster than ever and its not just about automation anymore. In this video we break down agentic AI and what it really means for accountants CAS practices and modern firms. Youve probably already seen how generative AI helps with reporting forecasting and analysis. But agentic AI goes a step further. These systems dont wait for prompts instead they monitor data make decisions and run entire workflows with minimal human intervention. That shift is redefining how accounting work gets done. In this video youll learn: What agentic AI"
YouTube Link 2026-01-23T02:47Z 43.8K followers, [--] engagements
"Faster Closes Fewer Headaches: Automating Expenses for Modern Firms Discover how accounting teams are leveraging Ramp and QuickBooks to automate expense management streamline the month-end close and deliver real-time financial insights. In this panel discussion industry experts share how firms reduce manual work through automated receipt capture transaction coding approvals and reconciliation and how Ramps real-time sync with QuickBooks helps maintain accurate books and accelerate the close process. The panel also explores how AI and automation enable accountants to shift more time toward"
YouTube Link 2025-12-10T03:23Z 43.8K followers, [--] engagements
"The Advantages of Intuit ProConnect Tax for Large Firms with High-Volume Returns Are you ready to take your tax practice to the next level Intuit ProConnect Tax offers powerful tools and integrations tailored for tax professionals. Enhance efficiency streamline client communication and provide top-tier advisory services with our cutting-edge features. 🔧 Key Features of Intuit ProConnect Tax: QBOA Integration: Seamlessly integrate with QuickBooks Online Accountant for a unified accounting and tax solution. Trial Balance Import: Simplify your workflow by easily importing trial balances"
YouTube Link 2024-08-13T18:58Z 40.6K followers, 56.8K engagements
"Accrual Method for Calculating Commissions in QuickBooks Advanced Certified QuickBooks ProAdvisor Reesa McKenzie shows accounting professionals how to save time by using the accrual method for tracking commissions"
YouTube Link 2012-02-06T20:59Z 38.5K followers, 20.4K engagements
"How Going Fully Digital Became a Firms Biggest Competitive Advantage Still buried in paper Still printing scanning storing files or worrying about security risks in a home office Youre not alone. In this episode of Deduct This with Carrie and Lexi business strategist Kari Culumber breaks down how she built a 100% digital paperless accounting firm and why modern firms cant afford not to make this shift. Kari launched her firm at the height of the pandemic and quickly learned that going digital wasnt just about convenience. With a background in project management and business analysis she built"
YouTube Link 2025-12-10T23:00Z 43.8K followers, 17.1K engagements
"Advisory First: Why It Matters You built your firm on compliance work. It's reliable predictable revenue every tax season. But in the compliance vs advisory debate AI is absorbing compliance faster than most firms realize. Dark Horse CPAs saw this coming two years ago and made a decision that felt risky: adopt the CPA advisory model fully which means advisory-first not advisory as an add-on. Megan Leesley knew that positioning for higher-level service meant embracing advisory [---] percent. Compliance isn't disappearing but it's becoming table stakes that technology handles increasingly"
YouTube Link 2026-01-16T17:30Z 43.8K followers, 12.1K engagements
"Scaling Smarter: The Metrics That Actually Matter with Bob Wang What should you measure to grow a profitable durable firm without burnout or busywork In this episode entrepreneur and fractional CFO Bob Wang shares the KPIs that move the needle how to align pricing and compensation with outcomes and what buyers look for when valuing firms. Youll learn: Why output-based compensation can outperform billable hours How to align incentives across pricing team pay and technology adoption The balanced scorecard Bob used to reward both volume and quality Recurring vs. one-time revenue and why"
YouTube Link 2025-10-22T08:37Z 38.5K followers, 10.9K engagements
"Intuit's Luis Sanchez Shares His Excitement about QuickBooks Connect Intuit employees - including Luis Sanchez Director of Marketing for the Accountant Segment - cant wait for QuickBooks Connect. See why in this short video. It's not too late to register Sign up here: http://intuit.me/1IlqTaG. Save $50 by using promo code SOCIAL"
YouTube Link 2015-10-28T15:40Z 39.2K followers, [---] engagements
"Recover & Ramp Up: Post-Season Planning with ProConnect Tax Just wrapped another grueling filing season Tax and accounting pros know the first move is to pause and recharge.nap hydrate reconnect with family. Then the real magic happens: jump into proactive planning. What youll learn in this short: Why reduced hours immediately after April [--] fuel long-term productivity How Q2 estimated tax check-ins keep cash flow steady The power of year-round client conversations no more surprises when the season returns Tips for serving volatile-industry clients who cant delay filing By spreading advisory"
YouTube Link 2025-06-28T02:59Z 37.2K followers, 17.1K engagements
"Switching Software Forms Coverage & Security Will Switching Tax Software Wreck My Data (Myths Busted) Worried switching tax software will destroy years of client data Concerned the new platform will not have the forms you need Nervous about cloud security These fears keep firms stuck with outdated software longer than they should. Randy Hughes III CPA busts all three mythsIntuit's tax software data migration teams handle the heavy lifting securely moving your client data and setting up workflows so you are ready for day one. Even massive multi-year multi-entity migrations are handled with"
YouTube Link 2026-01-27T14:22Z 43.8K followers, 15.2K engagements
"Why use Intuit Tax Advisor"
YouTube Link 2023-04-26T23:31Z 40.6K followers, [---] engagements
"2025 Year-End Review A look back at 2025s most innovative accountant-inspired updates and features. For more information see https://intuit.me/accountants2025"
YouTube Link 2025-12-19T12:45Z 43.8K followers, [---] engagements
"Start Small. Let Data Guide You. Big changes dont need big drama. BobWang shares how he used data and new hires to gradually roll out smarter incentives without rocking the boat. Start small measure impact and let the numbers drive the shift. Want to simplify your systems with smart gradual change Explore Intuit Professional Tax Software: https://accountants.intuit.com/tax-software/ #TaxPracticeOptimization #IncentivePlanning#KPIDrivenFirms #ChangeManagement #ProConnectTax #IntuitTax #TaxProStrategy ##DeductThisPodcast"
YouTube Link 2025-10-24T21:42Z 37.6K followers, [---] engagements
"Productivity & Wellness in Tax Season - How to Optimize Both Productivity & Wellness in Tax Season - How to Optimize Both"
YouTube Link 2026-01-08T19:10Z 43.8K followers, [--] engagements
"QuickBooks Connect - see why Intuit's Heather Kirkby is excited Intuit employees - including Heather Kirkby leader of the product team for QuickBooks Online Accountant - hope to see you at QuickBooks Connect. See why in this short video. It's not too late to register Sign up here: http://intuit.me/1IlqTaG. Save $50 by using promo code SOCIAL"
YouTube Link 2015-10-28T15:26Z 38.1K followers, [---] engagements
"From Bill to Bank: Supercharge Cash Flow & Reduce DSO with Faster Invoicing with BigTime Want to accelerate cash flow and reduce Days Sales Outstanding Discover how leading professional services firms are doing it with BigTime and QuickBooks Hear how New Resources Consulting IQ Business Group and Titus Talent leveraged BigTimes purpose-built features and QuickBooks financial backbone to cut days off their invoicing cyclewithout disrupting client relationships"
YouTube Link 2025-05-30T15:57Z 37.6K followers, [--] engagements
"QuickBooks Enterprise Solutions [----] Enhancements Intuit QuickBooks Product Specialist Woody Adams describes some of the enhancements and improvements in QuickBooks Enterprise Solutions [----] including inventory and advanced pricing (http://bit.ly/1972Ici) Subscribe to Our YouTube Channel - http://www.youtube.com/subscription_centeradd_user=IntuitAcademy Like us on Facebook - https://www.facebook.com/intuitaccountants Follow us on Twitter -- http://www.twitter.com/IntuitAccts"
YouTube Link 2013-11-01T04:39Z 37.5K followers, [----] engagements
"Success Starts with Personal Growth You've upgraded your software three times hired more staff and adjusted workflows. But the same problems keep surfacing because you're investing in everything except what actually drives transformation. Brandon Adjei has seen the accounting industry evolve over two decades from auditing in the aftermath of Enron to helping firms adopt AI. His perspective reveals something most firms miss: the industry has always transformed through external shifts like Sarbanes-Oxley and AI adoption but the firms that thrive transform from within first. Technology creates"
YouTube Link 2026-01-10T00:19Z 43.8K followers, 11K engagements
"RFQ-TV-Avalara: Making Sales Tax Less Taxing The RFQ-TV team (Stacy Kildal Dawn W Brolin CPA MSA and Wood Adams) welcome Ian Clyde of Avalara onto the show to discuss and demonstrate the great sales tax services offered to todays accounting professionals"
YouTube Link 2013-03-18T06:17Z 39.3K followers, [---] engagements
"ProConnect Tax User Access Explained Let's dive into understanding user access for ProConnect Tax"
YouTube Link 2025-08-20T20:13Z 34.1K followers, [--] engagements
"Deliver brilliant tax-planning solution with Lacerte Lacerte brings clarity to clients financial future with insights you can trust. Now included deliver personalized client strategies and automate tax planning directly from client returns. Learn more https://accountants.intuit.com/tax-software/lacerte/"
YouTube Link 2025-05-07T13:27Z 15.7K followers, [--] engagements
"A Seamless Data Conversion Experience with Intuit ProConnect Tax Welcome to Data Conversion made easy with Intuit ProConnect Tax the ultimate cloud-based tax preparation software that's designed for effortless data conversion and bank level security. 🔒 Encrypted Automated Easy Data Conversion Our team of highly skilled Easy Start pros have streamlined the successful encrypted data transfer for tens of thousands of new firms just like yours. With ProConnect Tax you can rest assured that your client data conversion is completely secure thanks to our powerful encrypted security. ✨ Why Choose"
YouTube Link 2024-11-20T15:34Z 15.8K followers, [---] engagements
"Inventory to Accounting: Deep Dive into Intuit QuickBooks + Fishbowl Curious how Fishbowl and QuickBooks can work together to simplify your business operations Fishbowl is a leading inventory management solution that helps businesses automate and streamline manufacturing warehousing and inventory processes. In this live demo our team of experts from Fishbowl and Intuit answer your questions on integration inventory management and more. See how Fishbowl and QuickBooks can be tailored to fit your business needs and optimize your business operations"
YouTube Link 2024-11-23T00:11Z 36.8K followers, [---] engagements
"Intuit Gives Rhode Island Accountants a Much-Deserved Break Pens Down Bottoms Up Intuit recently celebrated our accounting partners in Rhode Island by giving them a much-deserved break. What was on tap CPA IPA a one-of-a-kind pale ale beer commissioned by Intuit and dedicated to the hard-working accountants of Rhode Island. #IntuitLovesAccts #CPAIPA Learn more: http://pensdownbottomsup.com http://intuit.me/1Mqre8n See how to save time with QuickBooks Online Accountant: http://http://bit.ly/1sjFJl4"
YouTube Link 2023-10-17T04:29Z 13.7K followers, [----] engagements
"Hogan Taylor QuickBooks Payroll Case Study Hogan Taylor top [--] accounting firm in US talks about the role of QuickBooks Payroll in helping them deliver more value to their clients with less effort: https://intuit.me/41r5adj"
YouTube Link 2025-03-03T19:43Z 15.5K followers, [--] engagements
"QuickBooks Bill Pay in QBOA Wholesale Flow Hear directly from our product manager about the latest updates to QuickBooks Bill Pay for QBOA wholesale flow (as of May 2024)"
YouTube Link 2024-06-18T16:22Z 14.6K followers, [--] engagements
"Intuit Tax Advisor: Getting started Get a sneak peek into Intuit Tax Advisor and learn how to select the right clients for your advisory services"
YouTube Link 2023-04-26T23:31Z 31.1K followers, [----] engagements
"Redmond Accounting named a Top [--] Firm of the Future QuickBooks Online Accountant Intuit recently recognized Redmond Accounting as a Top [--] Firm of the Future. They have truly embraced change and have built a future-ready accounting firm. Want to learn more about what it takes to become a Firm of the Future Go here for more info: http://intuit.me/1OK2tJH Like us on Facebook http://www.facebook.com/intuitaccountants Follow us on Twitter -- http://www.twitter.com/IntuitAccts #QBFirmOfTheFuture"
YouTube Link 2023-10-17T04:29Z 13.7K followers, [---] engagements
"Smarter approvals for construction: Simplify QBO workflows with ApprovalMax Managing finances can be complex but your approval workflows dont have to be. Learn how to best use multi-step approvals in QuickBooks Online using ApprovalMax and discover how construction businesses can gain greater control visibility and efficiency without adding unnecessary complexity. This session is ideal for finance professionals bookkeepers and business owners within the construction industry looking to tighten their financial processes and scale operations with confidence. Discover more Intuit Partner"
YouTube Link 2025-06-10T22:44Z 15.8K followers, [--] engagements
"Partner demos: Bill.com Dext and Practice Ignition Discover the latest solutions by QuickBooks partners Bill.com Dext Practice Ignition in these quick-hit demos. Partners will also be answering questions live in the chat"
YouTube Link 2021-11-08T23:47Z 15.7K followers, [---] engagements
"You asked we delivered. See our latest innovations inspired by your feedback. Our latest innovations inspired by your feedback to improve your firm and client experiencewith more enhancements on the horizon. Bill pay Recurring payments Tap to pay AI tools And more. Learn more: https://intuit.me/whats-new-accts"
YouTube Link 2025-05-08T19:07Z 37K followers, [---] engagements
"How to access Intuit eSignature Trial A short video on how to access the [--] free trials for Intuit eSignature"
YouTube Link 2023-10-23T05:56Z 14.1K followers, [----] engagements
"Proconnect Tax Data Conversion"
YouTube Link 2023-10-27T21:23Z 13.7K followers, [--] engagements
"This One Tool Changed Everything Learn about one tool that saved Kat hours every week and her sanity during tax season. Kat Khalandach reveals how Intuit ProConnects automation and all-in-one setup transformed her workflow saving hours and reducing stress every week. Ready to simplify your tax workflow Explore Intuit Professional Tax Software: https://accountants.intuit.com/tax-software/ #TaxPro #ProConnectTax #IntuitTax #TaxTechnology #WorkflowAutomation #CPAWorkflow #TaxPracticeGrowth #AllInOneTaxSoftware #TaxSoftwareEfficiency #TaxAutomationTools"
YouTube Link 2025-10-10T13:22Z 36.8K followers, [---] engagements
"Why Cloud-Based Software Made It All Possible Randy Hughes breaks down how going cloud-based wasnt just a tech upgrade it was a business survival move. After realizing he couldnt grow solo he needed tools his team could use across multiple states. The solution Cloud software that supports real-time collaboration and keeps client work moving no matter where you are. Ready to scale your team with tools that work from anywhere Explore Intuit Professional Tax Software: https://accountants.intuit.com/tax-software/ #CloudTaxSoftware #TeamCollaboration #CPAWorkflow #ProConnect #TaxFirmScaling"
YouTube Link 2025-09-18T01:31Z 37K followers, [----] engagements
"How I Built My First Planning Package Thinking about launching advisory services but not sure how to start Al-Nesha Jones explains how her firm transitioned from tax season-only revenue to consistent year-round client advisory. She shares how she built structured packages tested pricing introduced planning in phases and used ProConnect Tax with Intuit Tax Advisor to support that change. Her approach improved revenue simplified operations and even made space for a four-day workweek. If you want to make advisory services part of your core offering this episode will help you move from ideas to"
YouTube Link 2025-06-07T14:15Z 15.8K followers, [--] engagements
"The Foundation: Setting Up Clients and Returns The Foundation: Setting Up Clients and Returns Getting Started with ProConnect This is where it all begins. In this first video of the ProConnect onboarding series youll learn exactly how to set up clients and returns quickly accurately and with minimal effort. Whether you're new to the platform or just need a refresher this session lays the groundwork for smarter faster tax workflows. What youll learn: ✔ Three ways to add clients: manually via QuickBooks or through data conversion ✔ How to keep client records synced across ProConnect and"
YouTube Link 2025-06-09T14:32Z 15.8K followers, [--] engagements
"Shane Mason Owner & Co-Founder of Brooklyn Fi - QuickBooks Ledger for Low-Complexity Clients"
YouTube Link 2025-04-25T19:45Z 15.7K followers, [--] engagements
"From Chaos to Control: Scaling Product-Based Businesses with Fishbowl Discover how product-based companies are gaining total visibility reducing errors and improving cash flow by integrating Fishbowls robust inventory manufacturing and eCommerce tools with QuickBooks financial engine. Check out other Intuit partner webinars here: https://intuit.zoom.us/ze/hub/PartnerWebinars"
YouTube Link 2025-07-08T19:41Z 37K followers, [--] engagements
"Intuit Tax Advisor: How to do 401(k) employee contributions and employer matching contributions Save your clients taxes owed with these highly requested retirement strategies. This video will show you how to implement these strategies with Intuit Tax Advisor"
YouTube Link 2023-10-22T16:43Z 14.1K followers, [---] engagements
"Collaborate anywhere anytime with Lacerte Tax Enjoy the flexibility of remote access real-time collaboration and top-notch security on any device. Learn more at https://accountants.intuit.com/tax-software/lacerte/"
YouTube Link 2025-05-07T13:22Z 15.7K followers, [--] engagements
"Tax season doesnt end on April [--] and thats OK. Its crunch time and the stress is real. But the biggest mistake tax and accounting professionals make Not taking a moment to reset before diving into extensions and summer work. A clear mental break now can help you show up stronger later. Youve got this. Start a free trial of ProConnect Tax and reclaim your time: https://accountants.intuit.com/tax-software/tax-online/awareness-campaign-series2/ #TaxProTips #Intuit #TaxSeason #AccountingLife #posttaxseason"
YouTube Link 2025-06-07T15:15Z 15.8K followers, [---] engagements
"All your ledger clients in one place QuickBooks Accountant Looking for a simplified accounting solution for your year-end tax-only and low-transaction clients Weve got you covered (learn more: https://intuit.me/ledger). QuickBooks is introducing a simplified solution that keeps things running smoothly and gives you the tools you need without the added complexity. And its specifically tailored for accounting professionals and their ledger clients. At just $10 per month per subscription QuickBooks Ledger is a cost-effective QuickBooks plan that lets you keep track of all your ledger clients in"
YouTube Link 2024-01-23T20:33Z 15K followers, [----] engagements
"Training that respects your time Learning should make your day easier not slow you down. Thats why we keep training videos short and focused. No more scrubbing through 45-minute clipsjust [--] minute lessons that get you the answers fast. Start a free trial of ProConnect Tax and reclaim your time: https://accountants.intuit.com/tax-software/tax-online/awareness-campaign-series2/ #Intuit #TaxProTips #SmartLearning #LMS #WorkSmarter #ProSupport"
YouTube Link 2025-06-07T16:47Z 15.8K followers, [----] engagements
"Running Your Practice from Paradise: Remote Success with Randy Hughes Take Your Firm Anywhere: Remote Work Success with ProConnect Tax Join Randy Hughes CPA EA of Counting Pennies LLC as he reveals how hes run a thriving U.S. tax practice from Jamaica for nine years no office required.In this episode youll learn how to: Choose the right cloud technology to keep your team productive wherever you are Build discipline and structure in a home-office environment Maintain data security and client trust with transparent communication Leverage ProConnect Tax and QuickBooks Online for seamless"
YouTube Link 2025-08-09T13:51Z 32.5K followers, [---] engagements
"QuickBooks Online Revenue Share Revenue Share is a new way to thank you for our shared success. Ashley Waychoff couldn't be more excited about the program as she recommends QuickBooks Online to all of her small business clients"
YouTube Link 2022-08-01T16:35Z 15.1K followers, [---] engagements
"Break the Grind: How to Scale Your Firm Without Burning Out What if working less was actually the key to earning more In this eye-opening episode business strategist Geraldine Carter shares how tax pros can break out of the burnout cycle simplify their practice and scale with less stress without sacrificing profit. Why billable hours are broken and what to replace them with How to shift your mindset from volume to value The Knock It Off list: what habits are keeping you stuck Real-world examples of CPAs who cut 40+ hours from their week Smart pricing strategies that align with your worth and"
YouTube Link 2025-10-02T15:54Z 36.3K followers, [--] engagements
"Introduction to Lacerte"
YouTube Link 2024-10-10T18:15Z 14.9K followers, [--] engagements
"How to Price Tax Advisory Packages Struggling with how to set pricing for your advisory services In this short Al-Nesha Jones breaks down her real-world approach to building client-centric packages starting with peer insights analyzing client patterns and using ProConnect Tax to streamline the process. Learn how to: Set a minimum fee based on average client data Design packages for clients with self-employment income and multiple income streams Include forms like Schedule A C E B and D as defaults Avoid underpricing and establish a sustainable business model Whether you're in New Jersey New"
YouTube Link 2025-06-11T17:44Z 34.3K followers, 12.4K engagements
"Matt Skinner Beaird Harris - Learn Which Clients Are Right for QuickBooks Ledger"
YouTube Link 2025-04-25T20:00Z 35.5K followers, [--] engagements
"Train Fast Grow Faster: How Top Firms Onboard for Scale Training new hires during busy season shouldnt burn you out. Max Fritz from Dark Horse CPAs shares how his team built a better onboarding system using automation micro-learning and thoughtful human touch. Youll learn how to create a smoother hiring experience and give staff a clear path to success. Max also explains how using ProConnect Tax helped standardize their approach with a simple interface and consistent prep tools. If you're hiring for the next season now is the time to build systems that scale. ProConnect Tax makes onboarding"
YouTube Link 2025-06-07T14:18Z 15.8K followers, [--] engagements
"Dont Trust AI Blindly Check Everything AI isnt magic its a tool and sometimes a flawed one. Steven Gabrielsen cautions tax pros against blindly trusting outputs from LLMs (like ChatGPT) noting that many current tools still require detailed prompts and careful human review. He shares real-world risks including professionals getting in legal trouble for relying on unverified AI results. This is a must-watch for anyone using AI in sensitive high-stakes work. Want tools that support your accuracy and integrity Explore Intuit Professional Tax Software: https://accountants.intuit.com/tax-software/"
YouTube Link 2025-09-26T14:13Z 35.7K followers, [---] engagements
"A firm owners take on our reimagined certifications QuickBooks ProAdvisor Academy The new ProAdvisor Academy the training benefit available in the free ProAdvisor program can help start careers elevate expertise and grow your firm. Chris Macksey CEO of Prix Fixe Accounting shares his excitement about the refreshed ProAdvisor Academy. He believes its reimagined certification programs will help his firm train team members faster so they can get accounting work done faster. He also shares that ProAdvisor Academy will be one of the single largest shifts for his firm because he predicts it will"
YouTube Link 2024-11-08T02:53Z 15K followers, [--] engagements
"Empowering Entrepreneurial CPAs How Dark Horse CPAs Builds Future-Ready Firms Tax and accounting pros are rethinking career paths and ProConnect Tax is right there with the tools to support them. In this short discover how Dark Horse CPAs a platform CPA firm helps senior managers and partner-track professionals build their own book of business without going it alone. What makes this model work: Build your client base within a firm structure Get backend support: IT marketing insurance operations Focus on client service and team leadership not admin tasks Designed for CPAs who want ownership"
YouTube Link 2025-06-12T17:52Z 37K followers, [----] engagements
"Momentum matters but so does your mindset. Right after April [--] its easy to feel stuck between what just ended and whats coming next. The key Create a clean psychological break. Fix the e-file rejects then break work into manageable chunks. That reset gives you clarity and control. Start a free trial of ProConnect Tax and reclaim your time: https://accountants.intuit.com/tax-software/tax-online/awareness-campaign-series2/ #TaxProTips #Intuit #TaxSeason #CPACommunity #PostApril15"
YouTube Link 2025-06-07T15:27Z 15.8K followers, [--] engagements
"How to Deliver Bundled Services: Clients Define the Value Andrea Parness CPA CTC explains that one best practice when implementing bundled services in your tax and accounting practice is letting clients define the value"
YouTube Link 2019-04-22T17:57Z 15.2K followers, [---] engagements
"Navigating the Big Beautiful Bill: What Tax Pros Need to Know with Nadia Rodriguez Unlock the key provisions of the Big Beautiful Bill and learn how to guide your clients through these critical tax law updates. In this deep dive Nadia Rodriguez breaks the legislation into three clear buckets: Whats now permanent whats brand-new and whats enhanced and shows you how to: Spotlight new deductions (up to $25K for qualified tips $12.5K for overtime pay and $10K in auto-loan interest) Leverage the expanded SALT cap (from $10K to $40K through 2029) for itemizers Communicate urgent deadlines (EV"
YouTube Link 2025-08-01T17:40Z 32.2K followers, 21K engagements
"Tech-Powered Construction: Streamlining Workflows from Field to Finance The construction industry is increasingly leveraging technology to enhance efficiency collaboration and profitability. This webinar tailored for accountants who advise construction clients centers on creating optimized technology-driven workflows"
YouTube Link 2025-05-12T22:04Z 15.7K followers, [--] engagements
"Intuit Quick Employer Forms Walkthrough Discover the all-new revamped Intuit Quick Employer Forms for tax year [----] Our walkthrough video unveils a streamlined platform that empowers you to swiftly create and e-file forms 1099s and W-2. Experience the efficiency of faster load times and an intuitive user interface along with newly integrated features like search sort and filter across payees businesses and forms. Delete entities individually or in bulk and leverage bulk e-filing capabilities within and across businesses to supercharge your productivity. Watch the video to see how its done"
YouTube Link 2024-01-05T20:12Z 15.8K followers, [----] engagements
"Handle complex taxes with Lacerte Tax With 25000+ automated diagnostics and 7200+ tax forms Lacerte leaves no detail overlooked. Learn more https://accountants.intuit.com/tax-software/lacerte/"
YouTube Link 2025-05-07T13:30Z 15.7K followers, [--] engagements
"AI & Business Financials: Future-Proofing Your Construction Clients Learn how Houzz Pro is harnessing AI to help contractors and interior designers work smarternot harder. Well explore AI-powered features like estimates and 3D tools that streamline workflows and improve efficiency for your clients. Youll also see how these tools connect directly to QuickBooks Online making your job easier by reducing manual entry avoiding duplication of income/expenses and simplifying receipt tracking. Plus well share practical tips for advising clients on how to get the most from Houzz Pros AI and financial"
YouTube Link 2025-08-15T20:22Z 33.7K followers, [--] engagements
"Boosting Productivity and Client Relationships Learn how to unlock the power of AI to transform your tax and accounting practice in our webinar AI in Tax and Accounting: Boosting Productivity and Client Relationships. Discover how you can automate routine work elevate your client communications and expand into new advisory services all within the ProConnect Tax ecosystem. In this session youll learn how to: Automate data entry and research freeing your team to focus on high-value advice Capture and summarize client meetings instantly with AI-powered transcription tools Personalize outreach at"
YouTube Link 2025-08-02T02:02Z 31.6K followers, [--] engagements
"From 80-Hour Weeks to Vacation Mode Imagine logging off before a tax deadline. Geraldine Carter shares how firm owners have reclaimed their live going from DEFCON-level stress to taking real vacations during tax season. It starts with rethinking your client roster pricing and systems. If you want freedom and profit this clip is for you. Want tools that support a life beyond deadlines Explore Intuit Professional Tax Software: https://accountants.intuit.com/tax-software/ #WorkLifeBalance #TaxSeasonFreedom #ClientManagement #CPAWorkflow #GrowSmart #IntuitTax #GeraldineCarter"
YouTube Link 2025-10-03T12:47Z 36.4K followers, [--] engagements
"Intuit QuickBooks Live Strategy Session with Firms Watch to learn first-hand how Intuit's QuickBooks Live Strategy is evolving with small businesses and your firm in mind. Discover how the future of QuickBooks Live can complement your firms growth. https://intuit.me/4dGJyiq"
YouTube Link 2024-05-13T18:37Z 30.1K followers, [---] engagements
"Choosing Tax Software & Planning Tools Randy Hughes shares why he chose Intuit ProConnect and how it transformed the way his firm handles everything from tax prep to real-time tax planning. With seamless data flow from QuickBooks Online to ProConnect to ProAdvisor he and his team can generate tax strategies based on real client data not just theories. If you're still bouncing between platforms this tech stack will change your game. Want tax software that powers smarter planning and streamlined workflows Explore Intuit Professional Tax Software: https://accountants.intuit.com/tax-software/"
YouTube Link 2025-09-18T01:19Z 34.5K followers, [---] engagements
"What Tax Pros Get Wrong After April [--] Avoid This Post-Season Burnout Mistake Tax season might end in April but every tax and accounting pro knows: the deadlines dont stop and neither does the client load. In this short we break down the most common mistake made post-April [--] and why not resetting leads to prolonged burnout. Key takeaways: Crunch time doesnt end at midnight on April [--] Why separating tax season from extension season matters Tips for creating a psychological and operational reset How ProConnect Tax helps you manage what's next without overwhelm There will always be post-season"
YouTube Link 2025-06-12T14:14Z 32.7K followers, [----] engagements
"Amy Varnado - Partner & CAS Leader Hannis T Bourgeuis - Our Firm Uses QuickBooks Ledger in Tax Dept"
YouTube Link 2025-04-25T20:15Z 15.7K followers, [--] engagements
"Stress less with better systems. One of the best ways to manage post-season follow-ups Break your workflow into three simple lists: active pending and completed with notes. Seeing that work in progress list shrink isnt just practical its powerful. Start a free trial of ProConnect Tax and reclaim your time: https://accountants.intuit.com/tax-software/tax-online/awareness-campaign-series2/ #TaxProTips #Intuit #WorkflowWins #TaxSeason #CPALife #PostSeasonPlanning"
YouTube Link 2025-06-07T15:36Z 15.8K followers, [--] engagements
"ProSeries - Client Checklist Create a list of items needed for this year's return based on last year's return. An encrypted version of the list can be emailed. Professional only"
YouTube Link 2024-12-17T20:18Z 15.1K followers, [--] engagements
"ProSeries - Tax Client Presentation Show a client their bottom line income and deductions and comparisons to prior years with easy-to-understand and appealing visuals. You can also generate a list of up to [--] tax planning suggestions on how that client can help reduce their future taxes. Professional only"
YouTube Link 2024-12-17T20:15Z 15.1K followers, [--] engagements
"See how Intuit ProConnect Tax works for large high-volume firms Meet Intuit ProConnect Tax the robust and advanced solution built to help your firm excel. ProConnect's cloud-based efficient workflows are crucial for large high-volume-firm success. With a powerful suite of features ProConnect is designed to optimize your workflow and elevate your client services. 🔧 Key Features of Intuit ProConnect Tax: Automation: Streamline your processes and save valuable time with advanced automation. Built on the Lacerte Engine: Leverage the power and reliability of the trusted Lacerte engine. Trial"
YouTube Link 2024-08-12T18:03Z 37K followers, [---] engagements
"ProConnect Tax Online Demonstration Intuit ProConnect Tax Online has all the productivity tools to optimize your professional tax workflow and deliver fast accurate client returns for firms of all sizes. Learn more at: https://proconnect.intuit.com/tax-online/features/"
YouTube Link 2020-04-17T19:27Z 15K followers, 30.1K engagements
"Shoot for the Stars: Turn Strategy into Advisory Revenue"
YouTube Link 2025-08-06T15:03Z 32K followers, [--] engagements
"Keila Hill-Trawick Little Fish Accounting - Helping Low-Complexity Clients with QuickBooks Ledger Keila Hill-Trawick Founder & Owner Little Fish Accounting - Helping Low-Complexity Clients with QuickBooks Ledger"
YouTube Link 2025-04-25T20:00Z 15.7K followers, [--] engagements
"ProSeries - Fixed Asset Manager Import and Export Import assets into various activities in ProSeries such as Schedule C and Schedule E directly from ProSeries Fixed Asset Manager. Sold separately"
YouTube Link 2024-12-17T20:12Z 30.8K followers, [---] engagements
"ProConnect Tax Training in [--] Minutes or Less Bite-Size Learning for Tax and Accounting Pros Tired of digging through 45-minute tutorials just to find that one setting Youre not alone. In this short we explain why ProConnect Tax training is designed for maximum impact in minimum time with [--] minute learning modules tailored to how tax and accounting pros actually work. Why it works: Bite-size video training so you can learn exactly what you need when you need it Easier to re-reference. No more scrubbing through long webinars Built to support mid-year software refreshers and seasonal onboarding"
YouTube Link 2025-06-12T18:37Z 36.8K followers, 16.1K engagements
"Unlock timesavings with ProConnect Tax automation Hear from our customers how ProConnect Tax helps them streamline their workflow with numerous automations. Find out how you can remove data entry from your workflow: https://accountants.intuit.com/tax-software/tax-online"
YouTube Link 2025-05-07T13:01Z 15.7K followers, [--] engagements
"Intuit Tax Online Kevin Simpson of CPA Web Books LLC in Haskins Ohio talks about his experience with Intuit Tax online"
YouTube Link 2014-01-29T14:33Z [--] followers, [---] engagements
"How to Enter Vehicle Expenses in Intuit Tax Online"
YouTube Link 2023-10-25T05:25Z 13.7K followers, [----] engagements
"How Tax Pros Reset After April [--] Without Losing Momentum ProConnect Tax After April [--] the pressure doesnt disappear but neither should your peace of mind. In this short a seasoned tax pro shares how they create psychological separation post-deadline while staying on track for late filings and the next wave of work. Key mindset tips for tax and accounting pros: Why April [--] is for e-file reject cleanup not stress carryover How to think about late-filed returns by deadline category (monthly penalty accruals) The power of breaking work into manageable chunks post-deadline Strategies to avoid"
YouTube Link 2025-06-12T14:20Z 33.2K followers, [----] engagements
"Intuit Check Solution Bryce Forney CPA talks about the benefits of using Intuit Check Solution for accounting professionals and their clients"
YouTube Link 2023-10-23T05:56Z 13.7K followers, [---] engagements
"What's New in Intuit Tax Online Jorge Olavarrieta Group Product Manager for Intuit Tax Online discusses recent enhancements in the application and what you can expect to see this upcoming tax season"
YouTube Link 2023-10-24T07:07Z 13.7K followers, [---] engagements
"Beyond Spreadsheets: AI-Supercharged Reporting & Planning With the combined power of QuickBooks Online and Reach Reporting your firm can evolve from compliance-focused to insight-driven. AI-powered automation frees your team from repetitive tasksunlocking time to deliver higher-value advisory services that lead clients toward stronger financial outcomes. This shift doesnt just improve efficiency. It opens the door to stronger client relationships expanded services and new revenue opportunitiesall without overhauling your current systems. Check out other Intuit partner webinars here:"
YouTube Link 2025-07-28T20:50Z 31.3K followers, [--] engagements
"Whats Next After Filing Season One Firms Plan to Grow Smarter Want to transform your practice into a niche year-round advisory engine In this episode of Deduct This Liz Hanley of Liz Is All Biz shares how she: Specializes in creative industries (music photography film) to fuel referral growth Packages services for year-round advisory not just seasonal tax filings Leverages ProConnect Tax and Intuit Tax Advisor to automate compliance and generate client-ready strategies Operates a 100% remote women-led firm with cloud workflows in QuickBooks Online Balances fair pricing by adjusting fees based"
YouTube Link 2025-06-25T00:50Z 23.9K followers, [---] engagements
"The Subscription Revolution: How Recurring Revenue and AI Are Shaping the Future of Tax Practices Discover why subscription-based pricing and AI arent just buzzwords; theyre the keys to building a resilient growth-oriented tax practice. In this in-depth interview tax strategist Chris Picciurro walks you through: His pivot from hourly billing to a subscription model inspired by client feedback How predictable monthly revenue powers better cash flow deeper client relationships and a talent-friendly workplace Real-world pricing hacks: setup fees tiered services and boundary-driven availability"
YouTube Link 2025-08-25T08:41Z 34.3K followers, [---] engagements
"Intuit's Woody Adams: Reflections on Cleaning Up White Creek Woody Adams (@qbclay) - Intuit employee and co-host for RadioFree QuickBooks - was part of a crew of volunteers from the Intuit Plano site who worked to clean up trash and debris from along White Creek. Get his on-site musings on this endeavor in this short video"
YouTube Link 2014-05-27T05:07Z 30.1K followers, [---] engagements
"AI Financial Modeling: How Top Firms Are Using Automation to Transform FP&A Artificial Intelligence (AI) is reshaping financial modelinggiving accountants advisors and finance teams the ability to move beyond static spreadsheets and manual forecasting. In this video youll learn how leading firms are using AI to: ✅ Automate financial model creation and reduce human error ✅ Deliver faster more accurate forecasts using machine learning ✅ Run real-time scenario and sensitivity analysis for smarter planning ✅ Identify key financial drivers with data-driven precision ✅ Integrate with tools like"
YouTube Link 2025-08-19T20:46Z 33.9K followers, [--] engagements
"3 Pro Tips from ProConnect Tax"
YouTube Link 2025-03-19T02:13Z 15.5K followers, [--] engagements
"Leveraging AI for efficient email management and client engagement strategies"
YouTube Link 2025-08-22T19:21Z 34.2K followers, [--] engagements
"Amplify your tax advisory capabilities with Intuit Tax Advisor in ProConnect Tax Find out how ProConnect Tax customers amplify their tax advisory and planning capabilities with Intuit Tax Advisor now seamlessly integrated in the ProConnect Tax software. Discover how Intuit Tax Advisor can help you find new ways to create value for your clients: https://accountants.intuit.com/tax-software/tax-online/"
YouTube Link 2025-05-07T13:09Z 15.7K followers, [--] engagements
"RFQ-TV What's New in ProSeries Product Manager Jose Aguilar and Product Specialist Tracy Anderson join the RFQ-TV team (Stacy Kildal Dawn W Brolin CPA MSA and Woody Adams) to discuss the new features in ProSeries"
YouTube Link 2013-02-04T09:06Z 34.1K followers, [---] engagements
"Intuit's Avi Golan Shares His Excitement about QuickBooks Connect Intuit employees - including Avi Golan VP/GM of the Intuit Developer Group - cant wait for QuickBooks Connect. See why in this short video. It's not too late to register Sign up here: http://intuit.me/1IlqTaG. Save $50 by using promo code SOCIAL"
YouTube Link 2015-10-28T15:21Z 15.7K followers, [---] engagements
"ProSeries K1 transfer This feature conveniently prints the entire K1 for multiple partners with multiple states in just one click eliminating the need to manually print and merge copies"
YouTube Link 2024-12-17T20:04Z 15.1K followers, [--] engagements
"How I Built My First Planning Package Thinking about launching advisory services but not sure how to start Al-Nesha Jones explains how her firm transitioned from tax season-only revenue to consistent year-round client advisory. She shares how she built structured packages tested pricing introduced planning in phases and used ProConnect Tax with Intuit Tax Advisor to support that change. Her approach improved revenue simplified operations and even made space for a four-day workweek. If you want to make advisory services part of your core offering this episode will help you move from ideas to"
YouTube Link 2025-06-12T00:18Z 15.8K followers, [--] engagements
"ProSeries Hosting Access ProSeries anytime anywhere on any device with Hosting. Move your workflow to the cloud for built-in security easy access backups and less IT stress"
YouTube Link 2024-12-17T20:03Z 15.1K followers, [--] engagements
"Make The Switch This Off-Season to ProConnect Tax Thembi Mlalazi founder of AccTaxAdvisor CPAs used the off-season to rethink her entire practice from client experience to internal workflows and emerged with a streamlined cloud-based system that empowers both her team and her clients. In this episode youll discover: Why off-season reflection matters: How Thembi gathers client feedback reviews what worked (and what didnt) and plans for growth. The game-changing ProConnect features: Built-in e-signatures secure client portals and remote access that keep your workflow moving no downloads"
YouTube Link 2025-07-27T13:58Z 31.1K followers, [--] engagements
"Tax Pros Talk Pro Tax - ProConnect Tax Online & QuickBooks Online Accountant Together - Andrea Paap Hear how Andrea Paap saves time by using Intuit ProConnectTax Onlines Prep for Taxes feature and how she uses integrations through QuickBooks Online Accountant"
YouTube Link 2023-09-20T20:55Z 13.7K followers, [--] engagements
"Intuit Tax Advisor: How to Use the Qualified Business Income Deduction (QBID) Analysis Worksheet"
YouTube Link 2024-11-15T20:25Z 15.8K followers, [---] engagements
"ProSeries Fixed Asset Manager Track assets and calculate your clients' depreciation automatically in ProSeries Fixed Asset Manager. Available as an add-on solution for the Professional edition of Intuit ProSeries Tax or as stand-alone software. Learn more at https://proconnect.intuit.com/proseries/integrations/fixed-asset-manager/"
YouTube Link 2022-08-17T16:21Z 36.9K followers, [----] engagements
"How Intuit cloud-based products can help ensure a firm's success with time-saving workflows. Seamlessly integrate your #workflow with #IntuitAccountants and save time from end to end from wherever you are. Founder of @ASE Group and CPA @al-neshajonescpamba6116 Jones shares why she chose to work with Intuit #cloud-based products to ensure her firm's success"
YouTube Link 2023-09-22T18:49Z 30.6K followers, 57.2K engagements
"Train Fast Grow Faster: How Top Firms Onboard for Scale Training new staff during busy season doesnt have to be chaotic or costly. In this episode of Deduct This Max Fritz of Dark Horse CPAs shares how their firm built a scalable onboarding system that supports scale without burnout. From automation and micro-learning to feedback loops and real-time support youll hear how tax and accounting pros can streamline training while keeping quality high. Whether you're hiring one person or building a multi-state team this episode will help you rethink what onboarding can look like. Listen in to"
YouTube Link 2025-06-12T03:16Z 15.8K followers, [--] engagements
"Keila Hill Trawick Founder & Owner of Little FIsh Accounting - Benefits of QuickBookls Ledger"
YouTube Link 2025-04-25T20:00Z 15.7K followers, [--] engagements
"Navigating the Big Beautiful Bill: What Tax Pros Need to Know with Nadia Rodriguez Unlock the key provisions of the Big Beautiful Bill and learn how to guide your clients through these critical tax law updates. In this deep dive Nadia Rodriguez CPA CTC breaks the legislation into three clear buckets: Whats now permanent whats brand-new and whats enhanced and shows you how to: Spotlight new deductions (up to $25K for qualified tips $12.5K for overtime pay and $10K in auto-loan interest) Leverage the expanded SALT cap (from $10K to $40K through 2029) for itemizers Communicate urgent deadlines"
YouTube Link 2025-08-19T22:13Z 34.5K followers, 208.4K engagements
"ProConnect Tax Online adds IRS Transcripts Direct Access Check it out online: https://ito.intuit.com/app/protax/purchase-centertaxYear=2023&type=AutoApply&promo=1103546&s_cid=&s_cid=SOC_PTO_OT_P_PD_PTO_transcripts_youtube_video1 OR call today to talk to a sales representative: 844-309-0981. --- Youve asked for it and here it is You can now quickly access years of client IRS transcripts right from within Intuit ProConnect Tax with IRS Transcript direct access. With direct access you can: - Catch and fix errors proactively before your client gets an IRS notice. - Get a single source of truth to"
YouTube Link 2023-09-20T21:56Z 15K followers, 615K engagements
"Intuit ProConnect Tax's Client Portal - Intuit Link Heather Beal EA talks about how Intuit Link helps her firm more effectively communicate with clients. Wanna hear more from our happy customers See what other ProConnect Tax users are saying on G2: https://www.g2.com/products/proconnect-tax/reviews"
YouTube Link 2024-01-31T17:29Z 15.6K followers, [---] engagements
"Smarter Pricing Starts with Data Pricing your services starts with knowing your clients. When it came to packaging and pricing it wasnt guesswork. It was peer insights + real client data. By understanding their average fees and ideal client profile this firm built pricing that reflects the true value of their work. Start a free trial of ProConnect Tax and reclaim your time: https://accountants.intuit.com/tax-software/tax-online/awareness-campaign-series2/ #TaxProTips #Intuit #PricingStrategy #KnowYourWorth #TaxSeason #ClientCentered"
YouTube Link 2025-06-07T16:42Z 15.8K followers, [----] engagements
"Your accounting firms new virtual team is here to save time and increase efficiency Discover how Intuit is transforming accounting with AI-powered digital agents. These virtual team members work behind the scenes to automate tasks boost efficiency and give you more time to focus on your clients: https://intuit.me/4khgdNn"
YouTube Link 2025-07-03T16:46Z 30.2K followers, [----] engagements
"Scaling Advice: Dont Panic & Plan for Yourself Hear what this tax pro would tell her past self and her peers when the weight of growth feels overwhelming. First dont panic: youve guided clients through tough spots every day so trust those same skills for your own firm. Then take your own advice: build cash-flow and tax planning into your practices rhythm just as you do for clients. These two simple shifts: Calming the mind and formalizing your own planning to transform being overwhelmed into forward momentum. Equip your firm for scale Discover how Intuit Professional Tax Software empowers tax"
YouTube Link 2025-06-28T03:11Z 27.9K followers, [---] engagements
"Tax Import for ProSeries - Financial Institution Download Download your clients 1099-B 1099-INT and 1099-DIV data directly from participating financial institutions via a website thats easy for you and your clients to use"
YouTube Link 2024-12-17T20:18Z 15.1K followers, [--] engagements
"You asked we delivered: Accountant-inspired features we built for you in [----] Get a quick rundown of the best features we added to QuickBooks in [----] inspired by accountants like you"
YouTube Link 2025-01-06T21:54Z 15.2K followers, [--] engagements
"Getting Your First QuickBooks Online Client And How To Get Many More Hear advice from Intuit Accountant customer Stacy Kildal CPA on how to get your first QuickBooks Online Client and how to get many more. Stacy will provide advice on the value of moving online as well as the added exposure you get to grow your practice"
YouTube Link 2023-10-22T22:27Z 13.7K followers, 122.3K engagements
"ProConnect AI for Professionals"
YouTube Link 2025-08-08T18:20Z 32.2K followers, [--] engagements
"The Need for a "Knock It Off" List Trying to grow but stuck doing low-value tasks Geraldine Carter introduces the Knock It Off list a tactical way for CPAs to cut the behaviors that sabotage growth. From free discovery calls to underpricing she lays out what to stop doing if you want to hit your income and lifestyle goals. Want tools that help you work smarter not longer Explore Intuit Professional Tax Software: https://accountants.intuit.com/tax-software/ #ScaleSmart #CPAAdvice #WorkLessEarnMore #IntuitTax #TimeManagement #AccountingSimplified #GeraldineCarter"
YouTube Link 2025-10-03T12:53Z 36.4K followers, [---] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing