Pro Tax 2025 Training Tour: Profile 2025 Training Tour

Who should attend

Those who are new to Pro Tax or have less than a year of Pro Tax knowledge. These webinars will share entry level guidance through the product, offering high level tips and tricks, and guidance with sample business cases.

Who should attend

Those who are more than 1-2+ years experience with Pro Tax. These webinars will share in depth guidance through the product, offering expert level tips and tricks, and guidance with sample business cases.

Tania Franolic
CPB

Tania brings over 25 years of bookkeeping and tax experience, with a specialty in the legal industry. Since joining Intuit in 2018, she’s supported the accountant channel through migrations, workflow consultations, and training on ProFile, Pro Tax, and the Intuit ecosystem. A frequent speaker at events like Get Connected and CPB’s Thrive, Tania is passionate about helping firms grow and succeed. Outside of work, she enjoys time with her son in Trenton, Ontario, and honing her culinary and pitmaster skills.

Luke Pelliteri
Subject Matter Expert

Luke Pellitteri is a Subject Matter Expert and a Content Creator for Intuit’s suite of products. After starting as an expert for Pro Tax, ProFile, and Turbo Tax, Luke transitioned into a more focused role, highlighted by his work with content creation, including articles, videos, and webinars, to ensure users have an efficient and structured return preparation flow. Luke loves all things software, and enjoys tinkering, and getting the most out of technology. He strives in assisting others through upskilling and training, to get the most out of anyone, regardless of skill or comfort level.

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October 22	1:00 PM - 2:15 PM (EDT)	Register
January 14	1:00 PM - 2:15 PM (EST)	Register

October 29	1:00 PM - 2:15 PM (EDT)	Register
January 21	1:00 PM - 2:15 PM (EST)	Register

November 12	1:00 PM - 2:15 PM (EST)	Register
February 4	1:00 PM - 2:15 PM (EST)	Register

PRO TAX TRAINING TOUR 2025

Become a Pro Tax expert

Join virtual trainings to learn Pro Tax's powerful features, earn CPD credits, and network with peers.

Training sessions

Who should attend

Get started with Pro Tax! This session provides an overview of Pro Tax, key features, tips and tricks, and how to navigate the platform. Perfect for new users or those looking to refresh their knowledge.

We recommend this webinar for accountants, bookkeepers, and tax preparers who are new to Pro Tax or returning after a break, and want a solid foundation before moving into T1 or T2 preparation.

Who should attend

Learn how to efficiently prepare and file personal (T1) tax returns in Pro Tax. This session covers T1-specific workflows, tools, and tips to streamline your process and ensure accuracy.

We recommend this webinar for preparers who regularly handle personal tax filings, including sole proprietors and self-employed clients, and want to learn Pro Tax’s best practices for faster, more accurate T1 returns.

Who should attend

This session dives into preparing corporate (T2) tax returns using Pro Tax. You’ll explore T2 module features, data entry best practices, and tools designed to help you manage corporate filings with ease.

We recommend this webinar for preparers who work with incorporated clients, small business owners, or corporate entities, and need to master Pro Tax’s corporate tax features to deliver efficient and compliant T2 returns.

New/Recent User

Who should attend

Those who are new to Pro Tax or have less than a year of Pro Tax knowledge. These webinars will share entry level guidance through the product, offering high level tips and tricks, and guidance with sample business cases.

Experienced User

Who should attend

Those who are more than 1-2+ years experience with Pro Tax. These webinars will share in depth guidance through the product, offering expert level tips and tricks, and guidance with sample business cases.

Schedule

Speakers

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