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Satterleytraining
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Free cpe webinars
End-to-End Workflows with Practice Ignition and Intuit Practice Management
Software Demo Included
Computer Software and Applications

END-TO-END WORKFLOWS WITH PRACTICE IGNITION AND INTUIT PRACTICE MANAGEMENT 

Cost Free
Presentation Length 1.0 hour

Recorded DateSeptember 16, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaComputer Software and Applications
Course LevelBasic
Who Should AttendCPA - small firm
CPA - medium firm
Other
Series: QuickBooks Online
Course Description

Heather Satterley of Satterley Accounting Services joins us to relay how she has automated her end-to-end workflows with Practice Ignition and Intuit Practice Management—starting with the signed engagement letter through to delivering the completed engagement and finishing with the invoicing and payment collection. We'll discuss how you can automate workflows at each stage of the client journey.

Learning Objectives:


  • Assemble and send a proposal in five minutes that gets signed electronically and gets you paid automatically

  • Recognize how Practice Ignition works with the full suite of Intuit Accountants tools (Quickbooks Online, Intuit Practice Management, ProConnect Tax Online)

  • Determine how to automate everyday, time-consuming tasks by leveraging the tools within Intuit Practice Management

  • Determine how to centralize all clients and communications in one database and break free from email silos by directly integrating email into your workflow

  • Give examples of best practices on setting up best practice workflows for tax professionals using Intuit Practice Management and Practice Ignition

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Heather D. Satterley, CPA, EA

Woodard
Director of Education and Media
[email protected]

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Heather is the Director of Education and Media at Woodard. She has over 25 years of experience as an accounting professional, educator, national trainer, and writer. She is also the co-host of The Appy Hour with Liz and Heather.

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Brady Suggs

Intuit
Group Product Manager
[email protected]

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Brady Suggs is Intuit's Group Product Manager responsible for working with stakeholders, customers, and engineers to define, document, and plan for functional and non-functional work. Brady is also responsible for managing and facilitating scrum ceremonies, which include: daily standup, sprint planning, sprint review, backlog grooming, and retrospectives.

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Ryan Embree

Ignition
General Manager
[email protected]
(734) 474-7507

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Ryan Embree has spent the last four years working in the accounting industry. In his role at Practice Ignition, he helps accounting firms embrace new technology and modernize their practices for success. He worked for Practice Ignition in Australia and the UK before relocating to Chicago last year.

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Jeremy Herbel

Intuit
Senior Product Manager
[email protected]
214-387-2550

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Jeremy enjoys getting to put his passion for solving customer problems to work as a product manager with Intuit. His experience in marketing, finance, and services allows him to lead teams to build solutions that power prosperity for accountants and their clients. Jeremy lives outside of Dallas with his wife and two cats.

About Our Sponsor

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Intuit believes in the power of the individual. The power to do more. To make more. To be more. We believe in the people who do things – the hat jugglers, the to-do list junkies, the masters of getting it done faster, better and more efficiently than ever before. Whether that's balancing the household budget, running a business or paying taxes. We believe in these people because we are these people. We thrive on action – and results. And by making things simpler, we all get more out of doing what we love. We're innovators, and have been at it for more than three decades. And we don't stand still. As the world evolves, so do we – inventing new solutions to solve important problems, perfecting those solutions and delighting our customers. In short: Improving people's financial lives so profoundly they can't imagine going back to the old way. We started small in 1983 with Quicken personal finance software, simplifying a common household dilemma: balancing the family checkbook. Today, we've improved the lives of more than 45 million people, and our annual revenue exceeds $4 billion. We're publicly traded with the symbol INTU on the Nasdaq Stock Market, and regularly recognized as one of the best places to work in locations around the world.