As a practitioner in a small- to mid-sized tax practice, you face more challenges today than ever. Fortunately, you can overcome many of these challenges  by taking advantage of tools you already may have access to in your tax software. Learn how to quickly handle items such as linking QuickBooks and QuickBooks Online data to your tax engine, best practices for obtaining client data, how to streamline the Form 8879 process, and workflows to improve tax planning and advisory services.