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 TaxExplore 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 #YearRoundAdvisoryConnect with the hosts:🎙️ Carrie Hammond – linkedin.com/in/cahammond🎙️ Lexi Bonicard – linkedin.com/in/lexibonicardDisclaimer: 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.

Ver todos los episodios