Sept. 2nd's QBTalks-Apps: Examining Intuit's Professional Tax Products

Tax-return season for fiscal year 2026 is just around the corner, even if you are still working on extended 2025 tax returns. If you are like a lot of accountants, bookkeepers, and tax preparers who use or support QuickBooks Online or Desktop in your practice, you may be experiencing an increase in the number of tax returns you handle as a result of all the tax changes over the past couple of years. In that case September’s QBTalks-Apps show is just what you’ve been looking for.

With that increase in tax return preparation and complexity, it may be time for you to consider a different professional tax preparation software. Insightful Accountant’s Dr. Christine Gervais, Sr. Editor of Tax Practice News, will be joining Murph this month to examine the various tax products offered by Intuit to tax professionals.

Intuit’s ProSeries is a desktop tax software for small to mid-sized firms that support individuals and small businesses. Lacerte is another desktop tax software that is best for larger accounting firms preparing complex returns. ProConnect is Intuit’s cloud-based tax software for accountants.

All three of these tax preparation products offer some form of connectivity with QuickBooks. ProSeries and Lacerte provide various integration methods if you are supporting QuickBooks Desktop clients. If you are supporting QuickBooks Online clients, you should think about ProConnect tax with connectivity to QuickBooks Online Accountant and the new Intuit Accountant Suite. In fact, ProConnect tax will soon be ‘integrated’ directly inside Intuit Accountant Suite for IAS users.

Whereas you might spend 3 or more hours getting a sales pitch on each of these tax offerings before learning which one is right for you, by the end of this webinar you should have a clear picture of the best solution for your practice situation.

CPE Requirements

If you are looking for CPE, you will need to attend a minimum of 50 minutes of the 1-hour webinar and complete a minimum of three (3) CPE polling questions based on the following CPE learning objectives.

CPE Learning Objectives

Upon completion of the webinar, participants should be able to:

• Identify (from a list provided) which tax practice tool(s) you currently are using for the preparation of the individual and business tax returns for your clients.

• Match (from a list provided) which of Intuit’s professional tax software programs are either cloud-based or desktop solutions.

• Select (from a list provided) which of Intuit’s professional tax software programs have integration with Intuit Accountant Suite which will replace QBO-Accountant in January 2027.

So, be sure to join Murph and Dr. Christine Gervais on September 2, 2026, at 2:00 PM Eastern as they explore Intuit’s professional tax software options for your 2026 tax returns.

If you are not already registered for QBTalks and QBTalks-Apps you can sign up HERE.

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