Building the Perfect Tax Tech Stack Around Intuit ProConnect
Karbon, Ignition, and SmartVault demonstrate how you can leverage deep integrations with ProConnect Tax Online to create the perfect tax tech stack and workflow.
What to expect:
- Demos of seamless data flow: From client proposals to client intake, to tax filing, to billing and secure document delivery
- ProConnect integrations that work: Unlike basic ‘print-to-file’ connections, this deep integration features contact syncing, eSignatures, filing status updates, and comprehensive workflow orchestration
- Best-of-breed without the headaches: Learn how to combine specialized, best-of-breed tools that excel in their core functions while eliminating the fragmentation that’s been holding your firm back
- Real ROI from a real firm: Hear directly from a tax firm owner who transformed their practice operations and dramatically improved client experience using this integrated approach
Whether you’re drowning in manual processes, frustrated with your current tech stack, or ready to scale your firm with modern solutions, this on-demand webinar shares the integrated ecosystem that can transform your practice.
