Resources
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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? -
Infographic
Wednesday, July 3, 2024 Intuit for RetirementYour Business Needs an Exit Strategy. Here are 4 Things to Consider
Creating a succession plan can be confusing, complex, and emotional as you consider leaving behind the business you’ve worked hard to create. Nonetheless, creating a succession plan or exit strategy is vital for you, your team, and your clients.
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
844-818-5406
700 Coast Ave Mountain View, CA, 94043-1140 United States