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ProConnect Users: Want to Build an Automated Firm That Can Run Itself?

You started your firm for freedom — not to become the “chief everything officer” stuck working nights and weekends. But here you are, skipping vacations, juggling a growing client list, and asking, “What even is a weekend anymore?”
It’s time for a smarter approach.
Published: May 30, 2025

Download our free eBook: “Work Less, Earn More with Intuit ProConnect: Build a Firm (and Life) You Want with Efficient Processes and Better Work-Life Balance.”

Built for ProConnect Power Users (and Those Who Want to Be)

If you’re using Intuit ProConnect and feeling like your firm is running you, this guide is your blueprint to reclaiming time, scaling sustainably, and building a practice that works with you, not against you.

You’ll discover how to:

  • Systematize and automate workflows that steal hours from your day
  • Build a team (or use global talent) that runs without micromanagement
  • Use SmartVault + ProConnect integration to save 10+ minutes per return
  • Step away from the firm without worrying about creating delays or bottlenecks
  • Create a repeatable client experience that drives retention (and referrals)

You Deserve a Firm That Grows Without Burning You Out

Hustle isn’t a business model. If you’re dreaming of building a tax firm that’s scalable and lets you enjoy a better work-life balance (perhaps a trip without checking email) … this guide’s for you.

Download the eBook Now to build a more balanced, automated firm—powered by ProConnect + SmartVault.

Download the eBook