Deduct This With Carrie and Lexi
Listen to tax and accounting professionals sharing proven methods, useful tips, and practical experiences to help you succeed more at your firm. Each episode provides clear insights designed to help you handle client work more effectively, simplify tax preparation, and better deliver advisory services.
You'll gain:
- Practical tips for efficient client interactions.
- Proven ways to transition confidently into advisory work.
- Effective methods to increase success without hiring additional staff.
- Useful lessons from experienced tax professionals focused on improving outcomes.
Together, we're helping tax professionals perform better, achieve more, and simplify success.
Deduct This With Carrie and Lexi
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, you’ll discover:
- Why off-season reflection matters: How Thembi gathers client feedback, reviews what worked (and what didn’t), 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 required.
- Effortless year-round advisory: See ProConnect Tax auto-identifies planning opportunities, pre-populates strategies from last year’s return, and creates custom savings roadmaps.
- A pain-free migration story: Learn how Thembi’s team partnered with ProConnect onboarding agents, assigned “champions,” and used detailed checklists to carry over naming conventions and clean up data.
- Real-world adoption tips: From leveraging Loom videos to enforcing “no-going back” policies, see how her firm hit full speed in just 4–6 weeks.
- Expert advice for firms on the fence: Don’t wait until it’s urgent! Use the off-season to involve your team early and embrace progress over perfection.
If you’ve been hesitating to switch software or seeking a way to turn compliance into continuous client engagement, this episode is your roadmap to a smoother, more profitable practice.
Join the firms that have already made the switch to ProConnect Tax
Explore ProConnect Tax's cloud-based workflows, advisory tools, and secure client portal today:
https://accountants.intuit.com/tax-software/tax-online/
#ProConnectTax #TaxSoftware #OffSeasonPlanning #TaxAdvisory #CloudAccounting #SeasonalWorkflow #DataMigration #ClientExperience #CPAInnovation #YearRoundAdvisory
Connect with the hosts:
🎙️ Carrie Hammond – linkedin.com/in/cahammond
🎙️ Lexi Bonicard – linkedin.com/in/lexibonicard
Disclaimer: The opinions expressed in this episode are those of the individuals and may not reflect the views of Intuit or any other organizations they’re connected to.