Join CBIZ and Intuit for a practical, client-focused webinar on how to move from Desktop to modern cloud accounting. We’ll unpack why now is the right time to modernize, what a cloud-first approach really looks like, and how CBIZ guides clients through a smooth, secure migration. Expect a clear roadmap, real examples, and interactive polls designed to surface your priorities and challenges, plus CPE credit for participating.
In this session, you’ll see how cloud platforms deliver real-time visibility, automation, collaboration, and stronger security. You’ll also learn how the CBIZ + Intuit partnership streamlines the process with best-in-class tools, integration support, and specialized pricing. We’ll walk through our migration methodology, from readiness assessment to go-live, and leave you with resources to take the next step.
What you’ll learn
- Side-by-side comparison of core features, user experience, and reporting between Desktop and Cloud
- How cloud accounting platforms like QuickBooks Online and Intuit Enterprise Suite provide real-time visibility, automation, and bank-level security—accessible anywhere, from any device
- How CBIZ’s guided approach streamlines migration—minimizing downtime, preserving data integrity, and addressing your unique concerns about cost, training, and integrations
- Practical answers to top questions on data migration accuracy, training, ongoing support, and the subscription model shift
What to expect
- A clear, step-by-step roadmap from assessment to go-live, with transparent pricing and proven turnaround times
- Interactive live polls to highlight your challenges and priorities
- CPE credit available for qualified attendees
- Exclusive resources: CBIZ Cloud Migration Guide, a complimentary Cloud Readiness Assessment, and access to special Intuit partner pricing
Why CBIZ + Intuit?
Our partnership gives you best-in-class tools, expert migration support, and exclusive discounts, so you can modernize with confidence, whether you’re a small business or a complex, multi-entity organization.
Don’t wait for disruption, plan your move now.
Secure your spot and take the first step toward a smarter, cloud-powered finance function