Deduct This with Carrie and Lexi

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.

Want to transform your practice into a niche, year-round advisory engine? In this episode of Deduct This, Liz Hanley of Liz Is All Biz shares how she:
• Specializes in creative industries (music, photography, film) to fuel referral growth
• Packages services for year-round advisory, not just seasonal tax filings 
• Leverages ProConnect Tax and Intuit Tax Advisor to automate compliance and generate client-ready strategies
• Operates a 100% remote, women-led firm with cloud workflows in QuickBooks Online
• Balances fair pricing by adjusting fees based on actual service levels

Whether you’re a solo practitioner or building a multi-state team, Liz’s playbook will help you deepen client relationships, deliver clear guidance, and scale your firm without burning out.

Ready to elevate your practice?
Explore how Intuit Professional Tax Software empowers tax and accounting pros with cloud-based compliance, smart automation, and built-in advisory tools:
https://accountants.intuit.com/tax-software/

#ProConnectTax #TaxAdvisory #NichePractice #CreativeIndustryCPA #CloudAccounting #QuickBooksOnline #TaxAdvisor #ScalingFirms #WomenInAccounting #RemoteFirm #PracticeManagement

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.

Training new hires during busy season shouldn’t burn you out. Max Fritz from Dark Horse CPAs shares how his team built a more effective onboarding system using automation, microlearning, and a thoughtful human touch.

You’ll learn how to create a smoother hiring experience and give staff a clear path to success. Max also explains how using ProConnect Tax helped standardize their approach with a simple interface and consistent prep tools.

If you're hiring for the next season, now is the time to build systems that scale.

Ready to onboard smarter and grow faster?
Intuit Professional Tax Software supports tax and accounting pros with tools designed to simplify onboarding, standardize prep workflows, and help teams scale with confidence, whether you’re solo or scaling.

Explore solutions built for your firm’s next chapter: https://accountants.intuit.com/tax-software/

Connect with Max Fritz:
🔗 http://linkedin.com/in/max-fritz-cpa-74610a38
🌐 https://darkhorse.cpa/

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.

In this episode of Deduct This, tax attorney Eric Schwarberg offers clear strategies for managing post-deadline tasks, reducing burnout, and getting your practice back on track. Whether you're still closing out returns or planning for what's next, this conversation is all about finding better ways to stay in control.

We talk about how to clean up client handoffs, create space for planning, and prioritize efficiency without overcomplicating your workflow. If you're searching for a better season reset, this one’s for you.

Intuit Professional Tax Software helps solo tax and accounting professionals handle high volumes with smart automation, built-in reminders, and fewer clicks to finish returns

See how Intuit Professional Tax Software supports solo tax and accounting pros with high-volume tools, smart automation, and fewer clicks to get more done: https://accountants.intuit.com/tax-software/

Connect with Eric Schwarberg:
🔗 linkedin.com/in/ericschwarberg679
🌐 https://www.intuit.com/

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.

Thinking about launching advisory services but not sure how to start? Al-Nesha Jones explains how her firm transitioned from tax season-only revenue to consistent, year-round client advisory.

She shares how she built structured packages, tested pricing, introduced planning in phases, and used ProConnect Tax with Intuit Tax Advisor to support that change. Her approach improved revenue, simplified operations, and even made space for a four-day workweek.

If you want to make advisory services part of your core offering, this episode will help you move from ideas to action.

ProConnect Tax includes tools that connect compliance work with strategic planning, giving your clients more value without adding complexity.

Start a free trial of ProConnect Tax and reclaim your time: https://accountants.intuit.com/tax-software/tax-online/

Connect with Al-Nesha Jones:
🔗 linkedin.com/in/alneshajones
🌐 ASEGroupOffices.com

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.