Resources
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Tax
Friday, January 16, 2026 Intuit for RetirementDownsizing your client base: A 9-step transition checklist
If you’re making space for retirement, stepping back, or downsizing, this handy checklist will help you set milestones, track your progress, and keep your long-term objectives top of mind. -
White Paper
Friday, August 8, 2025 Intuit for RetirementThe Art of Subtraction: Scaling Your Firm By Strategically Offboarding Clients
Discover why the smartest way to grow your accounting or tax firm might be by letting go. The Art of Subtraction explores proven strategies to offboard non-ideal clients while protecting relationships, freeing up resources, and creating new revenue opportunities. -
On-Demand Webinar
Wednesday, January 29, 2025 Intuit for RetirementSuccession Planning Considerations for Accountants
You take great care of your clients and their businesses. Are you taking care of your business?
About Intuit for Retirement
We are ProConnect, a brand dedicated to providing accounting professionals with innovative software solutions to streamline their workflow and enhance their client relationships. Our cloud-based platform offers a range of tools including tax preparation software, document management, and practice management tools. With over 30 years of experience, we understand the challenges facing accounting professionals and are committed to supporting their success through our powerful solutions
Kellen_Garcia@intuit.com
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