Description

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.