This course provides steps for managing and scaling an Accounting & Tax firm by integrating Intuit’s cloud-based products. The training illustrates a case study of a full-time bookkeeping and tax professional who is having growth challenges. She needs tools to help her and her team reduce time and stress by performing accounting and tax preparation processes in a standardized way. In this session, you will learn tips for identifying which clients are the right fit for QuickBooks Online (QBO) and the steps to transition both your accounting and tax clients online. Next, explore the QBOA tools for viewing and modifying transactions in real time – in the most efficient manner. The import capabilities and integration features of ProConnect Tax Online (PTO) with QBOA will illustrate the seamless transition from Books to Tax. You’ll see how integrated tax software solutions can reduce data entry errors and time spent to prepare tax returns. Lastly, you’ll learn how to employ the Intuit Link application to improve your communication with clients and to keep their tax documentation and communication secure.