Events for Accountants, Bookkeepers and Tax Professionals

Join us at one of our FREE events across the country. You will increase your QuickBooks knowledge and learn the advantages of adopting cloud technology so you can better support your clients.

Find the right event for you

These informative events are hosted by your local Business Development Manager. Get an update on QuickBooks and our add-on partners, and take the opportunity to network with your peers.

It is known that 89% of small businesses say they are more successful when they work with an accountant or bookkeeping expert and at Intuit we know that one of the top challenges accountants face is how to grow their practice.

Accountants are small business experts. From improving your day-to-day workflow to finding new ways to grow your business, having an accounting or bookkeeping professional can make all the difference.

During this webinar you will learn how to use the ‘Find an Accountant’ tool to increase your customer base and grow your practice.

Three pillars of the ‘Find an Accountant’ marketplace that will be discussed during this webinar are:

  1. Discover
  2. Match
  3. Connect


1:00 - 1:30 PM EST

The cloud accounting software - FinTech SaaS* - that many accounting professionals are embracing, learning about - or scared of - is internet based. That means that the users’ experience is largely dictated by their browser set up and how they manage their use of it.

In this session we will be introducing choosing your browser, setting up identities & themes, adding extensions and using tabs and bookmarks to change/add actions.

It’s a quick and easy way to make the FinTech SaaS* user experience more productive, less frustrating and time saving.


1:00pm – 1:30pm EST

You’ll love saving time with Workpapers. Faster, more accurate year-end analysis can make all the difference.

Workpapers is the first step to providing a single solution for client accounting and tax preparation. QuickBooks Online and ProFile are now even more integrated with Workpapers, saving you time and streamlining your workflow.

During this webinar you will learn how you can:

  • Review and prioritize accounts with Adjusting Entries
  • Eliminate manual data entry with Tax Mapping
  • Export tax-ready data directly with one click


1:00pm – 1:30pm EST

Whether you need some help to make that digital transformation to the cloud or perhaps you’re already in the cloud but don’t necessarily have the time or the marketing expertise to take your practice to the next level, we have a number of exciting programs that can help accelerate your growth.

During this webinar you will learn:

  • Top 5 reasons on why you should go paperless
  • How a modern website is the most powerful marketing tool – working 24/7/365
  • Why events are key to growing your business
  • How mentoring can help put into action practical steps from value pricing to apps


1:00pm – 1:30pm EST

Learn how Dream Payments integrates with QuickBooks Online. Dream Payments offers a powerful payments solution that can accept all payment methods and have all transactions automatically reconcile in QuickBooks Online.

Powerful QuickBooks Integration:

  1. Automatically record sales in real time
  2. Automatically update inventory with each sale
  3. Import QuickBooks’s Sales Tax Codes & Products and Services
  4. Collect and automatically close open invoices


1:00pm – 2:00pm EST

During this webinar, you will learn how to save time with the first few core capabilities of Practice Management. Our goal is to help you and your firm learn to become confident users of Intuit’s Practice Management, easily and quickly.

Intuit Practice Management eliminates the need for duplicate data entries across these products, and helps firms better manage the status and due dates of engagements, client invoicing and employee time tracking through online dashboards.

During this webinar, learn about this new product feature, Practice Management, where you can:

  • Organize all your work in one place
  • Organize all clients in one place
  • Simplify time tracking and billing
  • Explore powerful reporting


1:00pm – 1:30pm EST

Join us for today’s webinar, where we will present the product roadmap on our new products and features offered in QuickBooks Online that will help you succeed every day.

During this 1-hour session, you will learn about the following new features:

  • Find-an-Accountant
  • Workpapers
  • Practice Management
  • App Partner Integration


1:00pm – 2:00pm EST

Intuit Thrive Conference

Three unforgettable days of energized learning, networking and world class entertainment Intuit Thrive 2016 was not your ordinary accounting conference.

Inspiring thought leaders like Ron Baker, Mark Wickersham and Arlene Dickinson were on hand to empower and share ground-breaking knowledge. Alan Doyle and the Beautiful Gypsies brought true East Coast Canadian star power, striking up the band to get the party started.

All-in-all, it was an exceptional event, where tomorrow’s leaders and today’s veterans rubbed shoulders with the ‘who’s who’ of the Canadian business world. Stay tuned for highlights from Thrive this year.

Check out highlights from Thrive here
We are constantly adding new events, so please check back in a few weeks’ time for an event near you.


If you'd like more information about how Intuit can help you embrace cloud technology.

call us at 1-855-348-9676