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Cloud Tax Workflow Archives - SkillAbility

New tax preparer overwhelmed by a fast-moving cloud tax workflow while an experienced CPA reviews the return.
28 Jul

ProConnect Tax Training for New Preparers: Build Cloud Tax Workflow Fluency

Accounting Workforce Development / Onboarding & Training

By Vincent Howard, CPA | Managing Partner, Howard, Howard and Hodges | SkillAbility for Accounting FirmsLast updated: July 28, 2026  |  36-minute read TL;DR — The Short Answer ProConnect Tax training for new preparers should build complete cloud tax workflow fluency—not merely teach where to enter W-2s, import documents, view forms, clear diagnostics, and click

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