With the QuickBooks Online Accountant integration, QuickBooks Self-Employed users can invite their accounting professional to access their account inside the self-employed product. The accountant will then see their QuickBooks Self-Employed client listed on their QuickBooks Online Accountant dashboard. Via the client dashboard, accountants are able to go directly into their clients' books with one click, manage them and ensure they are accurate and correctly prepared, especially for tax-time. Accountants will also have access to an accountant toolbox, which includes quick navigation to key reports, uncategorized transactions, the quarterly and annual taxes tab, the rules management page and a guide inclusive of tips for the accountant and resources for their clients."I love the integration between QuickBooks Online Accountant and QuickBooks Self-Employed. It provides a seamless, collaborative client workflow that accountants can count on and definitely saves me time by eliminating the extra step of logging into a separate portal," said Mariette Martinez, EA, of Mariette F. Martinez, EA. "The accountant-specific toolbox helps me better manage my clients' books throughout the year and gets us both ready for tax time. And my clients love QuickBooks Self-Employed because of the automatic mileage tracking feature and how easy it is to identify business expenses. QuickBooks Self-Employed is redefining how my clients are taking ownership of their business finances. I am now excited and looking forward to preparing their books and taxes come tax time." To learn more about the integration and QuickBooks Self-Employed visit https://quickbooks.intuit.com/accountants/self-employed. Speed up Tax Prep with ProConnect Tax Online During tax season, accounting professionals spend approximately 5 hours per client analyzing their books and performing "clean up tasks" to prepare those books for a tax return. Only Intuit, with the integration between QuickBooks Online Accountant and ProConnect Tax Online, has simplified the workflow and significantly saved accountants time by creating one place that provides a seamless, end-to-end experience that translates a client's QuickBooks Online books into a tax return and then e-files that return without leaving QuickBooks Online Accountant.
"ProConnect Tax Online goes beyond today's typical functionality and connects accountants to modern tools they need to work efficiently, saving more time and enabling them to connect with their clients in better ways," said CeCe Morken, executive vice president of Intuit's ProConnect Group. "Only Intuit brings together ProConnect Tax Online, QuickBooks Online Accountant and Link into a single experience to free accountants from the manual processes of today, so they can invest more time helping their clients succeed in ways they did not think was possible."With the combined power of QuickBooks Online Accountant and ProConnect Tax Online, multi-service firms gain revolutionary time-saving features, including:
- One place to login and access accounting and tax clients' data from one client list. Multi-service firms can also view e-file status notifications and bill accounting and tax clients all from QuickBooks Online Accountant.
- Auto-populate information from a client's QuickBooks Online file into a tax return using ProConnect Tax Online. The ability to auto-populate tax returns with one click reduces errors and saves time by eliminating the need to export data into a separate file and then manually enter and analyze that data for accuracy.
- With the help of QuickBooks Online Trial Balance, accounting professionals can view year-over-year variance to help prioritize which returns to review first.
- Link, a free client portal, allows tax preparers to easily gather tax information and connect with clients, accelerating the filing process.