Content Provider

Sponsored by
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Self-Study CPE
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Free cpe webinars
End-to-End Workflows with Practice Ignition and Intuit Practice Management


Available Date(s)
Tuesday, August 10, 2021: 1:00PM EDT

Cost Free
CPE Credits 1.0 hour
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

Heather Satterley of Satterley Accounting Services joins us to relay how she has automated her end-to-end workflows with Practice Ignition and Intuit Practice Management—starting with the signed engagement letter through to delivering the completed engagement and finishing with the invoicing and payment collection. We'll discuss how you can automate workflows at each stage of the client journey.

Learning Objectives:

  • Assemble and send a proposal in five minutes that gets signed electronically and gets you paid automatically

  • Recognize how Practice Ignition works with the full suite of Intuit Accountants tools (Quickbooks Online, Intuit Practice Management, ProConnect Tax Online)

  • Determine how to automate everyday, time-consuming tasks by leveraging the tools within Intuit Practice Management

  • Determine how to centralize all clients and communications in one database and break free from email silos by directly integrating email into your workflow

  • Give examples of best practices on setting up best practice workflows for tax professionals using Intuit Practice Management and Practice Ignition

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Heather is a CPA and founder of Satterley Training & Consulting, LLC—a consulting firm focused on helping businesses define, design, and automate their processes by employing innovative strategy and cloud-based technology. She is also the founder of Satterley Accounting Services -a bookkeeping and tax firm located in Rhode Island, providing clients order, simplicity, and clarity in their financials.

Heather is an Advanced Certified ProAdvisor, an Intuit Trainer/Writer Network member, and a Zapier Certified Expert. She holds an undergraduate degree in Accounting and a master's degree in Innovation from Northeastern University in Boston, MA.

Heather is the co-host of the QB 'Appy Hour with Liz and Heather, a webinar series devoted to building awareness in the accounting community about the latest technology trends and best practices in a fun, relaxed environment. She also co-hosts the Accounting Automation Workflow podcast.

Heather was named a categorical Top 10 ProAdvisor in 2017 and 2019 and has been listed as a Top 100 ProAdvisor for the past seven years by Insightful Accountant. She was also named to the Top 100 Influential People in Accounting in 2019 by Accounting Today.  

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Ryan Embree has spent the last four years working in the accounting industry. In his role at Practice Ignition, he helps accounting firms embrace new technology and modernize their practices for success. He worked for Practice Ignition in Australia and the UK before relocating to Chicago last year.


Brady Suggs

Group Product Manager

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Brady Suggs is Intuit's Group Product Manager responsible for working with stakeholders, customers, and engineers to define, document, and plan for functional and non-functional work. Brady is also responsible for managing and facilitating scrum ceremonies, which include: daily standup, sprint planning, sprint review, backlog grooming, and retrospectives.


Jeremy Herbel

Senior Product Manager

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Jeremy enjoys getting to put his passion for solving customer problems to work as a product manager with Intuit. His experience in marketing, finance, and services allows him to lead teams to build solutions that power prosperity for accountants and their clients. Jeremy lives outside of Dallas with his wife and two cats.

Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
Handout Materials
Presentation Slides

NASBA Approved (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Sponsor

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Intuit believes in the power of the individual. The power to do more. To make more. To be more. We believe in the people who do things – the hat jugglers, the to-do list junkies, the masters of getting it done faster, better and more efficiently than ever before. Whether that's balancing the household budget, running a business or paying taxes. We believe in these people because we are these people. We thrive on action – and results. And by making things simpler, we all get more out of doing what we love. We're innovators, and have been at it for more than three decades. And we don't stand still. As the world evolves, so do we – inventing new solutions to solve important problems, perfecting those solutions and delighting our customers. In short: Improving people's financial lives so profoundly they can't imagine going back to the old way. We started small in 1983 with Quicken personal finance software, simplifying a common household dilemma: balancing the family checkbook. Today, we've improved the lives of more than 45 million people, and our annual revenue exceeds $4 billion. We're publicly traded with the symbol INTU on the Nasdaq Stock Market, and regularly recognized as one of the best places to work in locations around the world.