Alicia and Margie share recent QuickBooks Online features they've discovered while working in the platform. From drag-and-drop attachments in banking feeds to unexpectedly higher payment processing limits, they walk through the small improvements and changes that aren't always announced but can impact your daily workflow. Plus, they discuss the redesigned customer center and why the new advanced search filters are worth exploring.
Sponsors
Digits - https://uqb.promo/digits
LINKS
BUY ALICIA'S NEW BOOK!
https://www.amazon.com/QuickBooks-Online-Bootcamp-Setup-Time-ebook/dp/B0FWZ2NHTQ/
Companion Course on Royal Wise:
https://learn.royalwise.com/visitor_catalog_class/show/153822/QuickBooks-Online-Bootcamp
We want to hear from you!
Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.
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Sign up to Earmark to earn free CPE for listening to this podcast
Alicia is joined by Blake Oliver and David Leary from The Accounting Podcast, fresh from Intuit Connect with detailed notes on everything announced for QuickBooks Online and the accounting profession. The discussion covers Intuit's consolidation strategy to reduce reliance on third-party apps, the new tiered pricing structure for the Intuit Accountant Suite launching in 2026, and how AI agents are currently performing in bank feeds and transaction categorization. They also examine QuickBooks' move into CRM and marketing tools, the role of QuickBooks Live in Intuit's strategy, and what alternatives small businesses and accountants might consider.
Sponsors
Digits - https://uqb.promo/digits
LINKS
BUY ALICIA'S NEW BOOK!
https://www.amazon.com/QuickBooks-Online-Bootcamp-Setup-Time-ebook/dp/B0FWZ2NHTQ/
Companion Course on Royal Wise:
https://learn.royalwise.com/visitor_catalog_class/show/153822/QuickBooks-Online-Bootcamp
We want to hear from you!
Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.
Join our LinkedIn community at https://www.linkedin.com/groups/14630719/
Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1
Sign up to Earmark to earn free CPE for listening to this podcast
Alicia and Dan examine all seven AI agents now appearing throughout QuickBooks Online, from the accounting agent that's transforming bank feeds and reconciliation to the customer hub that's building out CRM functionality. They test which features deliver genuine improvements versus which ones simply surface existing tools with new branding, sharing specific examples of where the AI surprises them with accuracy and where it still needs work. The discussion covers what's available at each subscription level and practical tips for navigating the new interface while these agents continue to evolve.
Sponsors
Keeper - https://uqb.promo/keeper
Digits - https://uqb.promo/digits
LINKS
Firm of the Future Articles
Alicia’s classes including the Accounting Agents:
We want to hear from you!
Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.
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Alicia recaps Intuit's October "In the Know" session, covering major improvements coming to modern reports including automated refreshes, preserved customizations, and a simplified "postmodern" interface launching in November. She also breaks down the new payroll correction features that let you handle closed quarter changes yourself, the bulk upload capability for custom client IDs in QBO Accountant, and announces that Intuit has more than doubled their Enterprise Suite referral bounty to $3,500 through January 2026.
Sponsors
Digits - https://uqb.promo/digits
LINKS
BUY ALICIA'S NEW BOOK!
https://www.amazon.com/QuickBooks-Online-Bootcamp-Setup-Time-ebook/dp/B0FWZ2NHTQ/
Companion Course on Royal Wise:
https://learn.royalwise.com/visitor_catalog_class/show/153822/QuickBooks-Online-Bootcamp
Conferences:
https://www.afwa.org/women-who-count/
https://www.intuit.com/intuitconnect/
https://www.reframeaccounting.com/
We want to hear from you!
Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.
Join our LinkedIn community at https://www.linkedin.com/groups/14630719/
Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1
We want to hear from you!
Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.
Join our LinkedIn community at https://www.linkedin.com/groups/14630719/
Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1
Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding
Alicia announces the release of her new book, The QuickBooks Online Bootcamp, which replaces Master QuickBooks Online and features the updated interface including AI agents. She shares details about conference meetups during her month-long conference trifecta, including a Wizard of Oz showing at the Sphere before Intuit Connect and a book celebration lunch at Intuit Connect where attendees get a free PDF. The book is available in paperback and Kindle format for $24 on Amazon, perfect for SCORE and SBDC programs, client gifts, or anyone learning QuickBooks Online.
BUY ALICIA'S NEW BOOK!
https://www.amazon.com/QuickBooks-Online-Bootcamp-Setup-Time-ebook/dp/B0FWZ2NHTQ/
Companion Course on Royal Wise:
https://learn.royalwise.com/visitor_catalog_class/show/153822/QuickBooks-Online-Bootcamp
Conferences:
https://www.afwa.org/women-who-count/
https://www.intuit.com/intuitconnect/
https://www.reframeaccounting.com/
We want to hear from you!
Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.
Join our LinkedIn community at https://www.linkedin.com/groups/14630719/
Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1
Alicia and Dan dive into the recent wave of QuickBooks Online Accountant account compromises and reveal how bad actors have been exploiting password reset vulnerabilities to gain access to multiple client files. Dan walks through Rachel Barnett's step-by-step security protocol, including setting up email aliases, creating backup admin users, and weighing the risks of instant deposits and the QuickBooks Business Network. While Intuit has now added facial recognition to their verification process, this episode gives you the standard operating procedures you need to implement today to protect your practice and your clients' money.
Sponsors
Keeper - https://uqb.promo/keeper
Digits - https://uqb.promo/digits
LINKS
We want to hear from you!
Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.
Join our LinkedIn community at https://www.linkedin.com/groups/14630719/
Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1
Sign up to Earmark to earn free CPE for listening to this podcast
Alicia shares her unconventional journey from making astrology jewelry and teaching English to becoming a QuickBooks authority. She reveals the specific resources, communities, and daily practices that keep her at the top of her game, from testing every QBO feature on her own books to building relationships with Intuit developers. If you've ever wondered how to level up your QuickBooks expertise, this episode breaks down exactly how to do it.
Sponsors
Digits - https://uqb.promo/digits
Assembly - https://uqb.promo/assembly
Alicia’s upcoming appearances:
Women Who Count Conference: https://www.afwa.org/women-who-count/
Intuit Connect: https://www.intuit.com/intuitconnect/
Reframe Conference: https://reframe.shoprocket.io/#!/reframe-2025-effective-pricing-for-accountants
We want to hear from you!
Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.
Join our LinkedIn community at https://www.linkedin.com/groups/14630719/
Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1
Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding
Sponsors
Digits - https://uqb.promo/digits
Assembly - https://uqb.promo/assembly
AFWA - https://uqb.promo/afwa
Converting from QuickBooks Desktop to Online doesn't have to mean rebuilding your payroll from scratch or losing all your attachments. Dan joins Alicia and reveals how matching your Intuit ID, QuickBooks admin, and QBO primary admin can bring employee data, pay rates, and direct deposit information over automatically, even with 431 employees. He also uncovers the quietly released feature that now migrates attachments, along with the specific file prep steps needed to make it work.
LINKS
We want to hear from you!
Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.
Join our LinkedIn community at https://www.linkedin.com/groups/14630719/
Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1
Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding
Sponsors
MakersHub - https://uqb.promo/makershub
Digits - https://uqb.promo/digits
AFWA - https://uqb.promo/afwa
Alicia breaks down the latest QuickBooks Online developments from Intuit's monthly "In the Know" webinar, including the long-awaited rollout of Business Network access for accounting firms and new bill payment approval workflows that give clients final sign-off before funds are released. She also covers exciting bill pay enhancements like downloadable cleared check images and instant payment options, plus upcoming ProAdvisor resources and training opportunities. The episode wraps with Alicia's conference schedule including Women Who Count, Intuit Connect, and the Reframe conference.
Links
In the Know Sept 18, 2025 Episode Recording: https://www.firmofthefuture.com/quickbooks-proadvisor/in-the-know-s4-e9-intuit-enterprise-suite/
Accounting Agents Toolkit: http://digitalasset.intuit.com/render/content/dam/intuit/sbsegcs/en_us/quickbooks-online-accountant/documents/Accountants-Toolkit-FY25.pdf?cid=dig_fus_mof_fotf_qbo_na_inlk_testid_eng_us
Alicia’s Newest Trainings:
Alicia’s upcoming appearances:
Women Who Count Conference: https://www.afwa.org/women-who-count/
Intuit Connect: https://www.intuit.com/intuitconnect/
We want to hear from you!
Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.
Join our LinkedIn community at https://www.linkedin.com/groups/14630719/
Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1
Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding
Sponsors
Digits - https://uqb.promo/digits
Bluebook - https://uqb.promo/bluebook
MakersHub - https://uqb.promo/makershub
AFWA - https://uqb.promo/AFWA
QuickBooks Solutions Providers (QSPs) offer ProAdvisors better pricing, ongoing residuals, and direct access to Intuit support teams compared to going direct. Panel guests Carrie Kahn, Jeff Siegel, and Dan DeLong explain how QSP partnerships create mailbox money through merchant services and provide access to vetted third-party vendors. Learn why the right-fit approach often beats Intuit's direct sales pressure and how these programs can generate new revenue streams for accounting professionals.
Resources
We want to hear from you!
Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.
Join our LinkedIn community at https://www.linkedin.com/groups/14630719/
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Sign up to Earmark to earn free CPE for listening to this podcast
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Alicia takes a live, unscripted look at QuickBooks' brand new customer center and leads feature, currently in beta testing. She walks through the Gmail integration that automatically identifies potential leads from your email, explores the lead conversion pipeline from inquiry to close, and demonstrates the new post-invoice survey system that requests reviews, testimonials, and referrals from clients. This hands-on exploration reveals how QuickBooks is positioning itself to help accounting professionals better manage customer relationships and automate follow-up communications.
Sponsors
MakersHub - https://uqb.promo/makershub
Digits - https://uqb.promo/digits
Women Who Count - http://uqb.promo/women
Hector and Carlos Garcia’s Reframe Conference: https://reframe.shoprocket.io/#!/reframe-2025-effective-pricing-for-accountants
We want to hear from you!
Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.
Join our LinkedIn community at https://www.linkedin.com/groups/14630719/
Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1
Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding
Alicia tackles the widespread frustration surrounding QuickBooks Online's interface overhaul, addressing why change disrupts productivity and offering concrete strategies for adaptation. She reveals newly discovered features like improved sales tax management, inventory valuation options, and enhanced task management tools while acknowledging legitimate concerns about speed issues and bugs. The episode also explores the broader context of AI-driven accounting software and announces a comprehensive training series designed to help accountants and bookkeepers master the updated interface efficiently.
Sponsors
Digits - https://uqb.promo/digits
the membership sweepstakes, Aug 21-Sept 16,: http://royl.ws/QBO-Refresh
Complete Business Group (QSP): royl.ws/CBG
RightTool.app - mention ROYALWISE for 20% off the Pro version
Rewind Backups - http://royl.ws/Rewind
Women Who Count Conference: https://www.afwa.org/women-who-count/
Intuit Connect: https://www.intuit.com/intuitconnect/
Reframe Conference: https://reframe.shoprocket.io/#!/reframe-2025-effective-pricing-for-accountants
We want to hear from you!
Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.
Join our LinkedIn community at https://www.linkedin.com/groups/14630719/
Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1
Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding
Alicia and Matthew break down the latest QuickBooks Online updates from the August 2025 "In the Know" webinar, including significant improvements to Intuit Enterprise Suite with shared charts of accounts, dimensions, and automated multi-entity transactions. They explore the new AI agents for payments, customer leads, and the controversial payroll agent that collects employee hours through text messaging. While some features promise major time savings, others raise concerns about accuracy and employee honesty - particularly the payroll automation that Matthew and Alicia approach with healthy skepticism.
Sponsors
Digits - https://uqb.promo/digits
In the Know 8/21/25 Handout: https://staticassets.goldcast.io/organization%2Fc1847aac-670a-476f-9c63-ad93ce43b7eb%2Fimages%2F16DSniDOT2mydltdn8k1_August2025_InTheKnow_Handout.pdf
Alicia’s The Great QBO Refresh with classes from Sept 9 through June 2026, and
the membership sweepstakes, Aug 21-Sept 16,: http://royl.ws/QBO-Refresh
We want to hear from you!
Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.
Join our LinkedIn community at https://www.linkedin.com/groups/14630719/
Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1
Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding
Accountants are increasingly becoming targets for cybercriminals seeking access to sensitive client data through compromised QuickBooks logins. This episode explores the evolving security landscape, from understanding how passkeys work to recognizing sophisticated email scams that can bypass traditional security measures. The discussion covers practical steps like creating backup login methods, implementing proper password management, and staying vigilant against fraudulent invoices and phishing attempts that specifically target the accounting profession.
Sponsors
Digits - https://uqb.promo/digits
Intuit Login Guide Blog: https://www.schoolofbookkeeping.com/blog/ManagingIntuitLogins
Adding a Passkey to your Intuit Login:https://www.schoolofbookkeeping.com/blog/passkeys
Intuit’s Security page: https://security.intuit.com/
Got a fake email from “Intooit”? Forward it to fraud@intuit.com
Register for Alicia’s community for full access to all her updated classes about the new QuickBooks interface (on the Intuit Platform): http://royl.ws/qbosilver?affiliate=5393907
Jamie Pollock’s course, “Don’t Get Scammed: Jamie’s Online Safety Guide”, https://learn.royalwise.com/visitor_catalog_class/show/161603/Dont-Get-Scammed-Jamies-Online-Safety-Guide?affiliate=5393907
Schedule an appointment for Jamie consult with you to purge your email or streamline your passwords: https://learn.royalwise.com/page/show/75365
Intuit’s Canny discussion board for Banking Transactions Feed feedback:https://intuit.me/bankfeeds_FB
March 13 episode: deep dive into your Intuit Account including logins: uqb.show/83
We want to hear from you!
Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.
Join our LinkedIn community at https://www.linkedin.com/groups/14630719/
Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1
Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding
Hector Garcia returns to discuss Intuit Enterprise Suite's summer 2025 release, highlighting the incredible development speed while addressing ongoing pricing transparency issues and migration messaging problems. The discussion covers game-changing features like AI-powered contextual search, automated chart of accounts mapping across entities, dynamic expense allocation based on company performance, and revolutionary intercompany sales transactions that automatically create bills on the receiving end. From multi-entity consolidated reporting challenges to new milestone tracking in projects, this technical deep dive reveals which Enterprise Suite innovations are ready for prime time and which still need work.
Sponsors
Digits - https://uqb.promo/digits
Alicia’s upcoming classes featuring the new interface: learn.royalwise.com?affiliate=5393907
Kristen Nies Ciraldo’s Restaurants (and Bars) in QuickBooks Online: August 19, 9am to 12pm | 3 CPE, intermediate-level class |Register at http://royl.ws/restaurants?affiliate=5393907
Hector's App RightTool: https://righttool.app/
Hector's Reframe Conference: https://www.reframeaccounting.com/
We want to hear from you!
Send your questions and comments to us at unofficialquickbookspodcast@gmail.com.
Join our LinkedIn community at https://www.linkedin.com/groups/14630719/
Visit our YouTube Channel at https://www.youtube.com/@UnofficialQuickBooksPodcast?sub_confirmation=1
Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding
Alicia breaks down the most significant QuickBooks Online updates from July 2025, including enhanced bill approval workflows in Bill Pay Elite to protect against fraudulent payments, a completely redesigned estimate-to-deposit system that properly handles liability accounting, and the long-awaited ability to correct paychecks in closed quarters. She also covers improvements to the employee cost rate calculator for better project costing.
https://www.firmofthefuture.com/product-update/july-2025-mpu/
Kristen Nies Ciraldo’s Restaurants (and Bars) in QuickBooks Online: August 19, 9am to 12pm
3 CPE, intermediate-level class
Register at http://royl.ws/restaurants?affiliate=5393907
Resources
LinkedIn Group: https://www.linkedin.com/groups/14630719/
YouTube Channel: https://www.youtube.com/@UnofficialQuickBooksPodcast
Email: unofficialquickbookspodcast@gmail.com
Alicia and Dan break down Intuit's July 2025 "In the Know" session, covering the massive interface overhaul coming to QuickBooks Online this summer and fall. They dive deep into the new banking feeds with AI assistance, expanded categorization history, statement upload capabilities, and the introduction of "accounting agents" that can pre-select transactions ready for posting. The discussion also covers the integration of MailChimp and TurboTax into what Intuit now calls "QuickBooks on the Intuit platform," plus important timeline details for when these changes will automatically roll out to all users.
Sponsors
In the Know slide deck: https://drive.google.com/file/d/1qHgZKBWipm2YX1QARI-ecq8fut_M4GeK/view?usp=sharing
Intuit’s Accountants Toolkit about the new platform: https://drive.google.com/file/d/1lf5uP0hiQY1a9-6K7lenhcjg9IVmlzU5/view?usp=sharing
Sign up for Alicia’s Royalwise OWLS Silver Membership to join all her classes about the new QuickBooks on the Intuit Platform. 2+ webinars per month, 2 group Q&A calls, and anytime discussion forums: http://royl.ws/qbosilver?affiliate=5393907
Dan’s Links:
Dan’s “Prompts for Practices” 4 -week AI cohort (Beginning July 7th with Certified Prompt Specialist Ted McRae - https://snip.ly/AISOBQBPH
Dan’s Blog on the AI Agents - https://snip.ly/UQAPAIAgents
Dan’s Blog on the AI Bank Feed: https://snip.ly/UQBAIBank
QB Power Hour Webinar - https://www.qbpowerhour.com/
https://www.schoolofbookkeeping.com/
Schoolofbookkeeping YouTube: https://www.youtube.com/@schoolofbookkeeping?sub_confirmation=1
Alicia, Dan, and Margie celebrate the podcast's 100th episode with quick pop-in from special guest Hector Garcia, reflecting on their favorite moments from nearly two years of unofficial QuickBooks commentary. The conversation covers everything from desktop conversions and chart of accounts evolution to the challenges of training in an era of constant software updates. They discuss the value of being an "unofficial" voice in the QuickBooks community, allowing for honest opinions and constructive feedback while bridging the gap between Intuit and the professionals using their software daily.
*This episode was live streamed*
Sponsors
Resources
LinkedIn Group: https://www.linkedin.com/groups/14630719/
YouTube Channel: https://www.youtube.com/@UnofficialQuickBooksPodcast
Email: unofficialquickbookspodcast@gmail.com
Our Top 10 favorite episodes:
uqb.show/90 Fan favorite: The 20 Things Bookkeepers Should Never Do
uqb.show/85 Chart of Accounts with Veronica Wasek - how the OG COA needs to be updated for the modern age
uqb.show/49 Outsourcing Overseas - why we need to keep our intellectual and economic capital in the US
uqb.show/41 Is QuickBooks in Beta - bring back QuickBooks Labs with Hector Garcia
uqb.show/64 Sasan Goodarzi’s keynote address from Intuit Connect
https://uqb.show/episodes?page=3&per=30 Feb 1 through March 14, Episodes 23, 24, 25, 28, 29 - QBDT to QBO Conversion, Concierge-style, which led to Alicia’s book: http://royl.ws/QBDT_to_QBO
Listen to Hector and Alicia AND follow along with Margie’s hands-on exercise: https://scribehow.com/shared/Deleting_Accounts__mgYD5K7dSj-NdAEA71NMjA
Join Margie’s free class every Friday: https://www.facebook.com/groups/qbo.gym.locker.room
Alicia tackles a major issue she's encountered while training CPAs: the outdated practice of using journal entries to fix miscategorized transactions instead of properly reclassifying them. She explains why this traditional approach fails in the modern QuickBooks environment, where AI learns from past categorizations and business owners need accurate data throughout the year, not just at year-end. The episode focuses on the powerful Reclassify Transactions tool and how it can save time while ensuring data accuracy across all reporting periods.
Sponsors
Resources
LinkedIn Group: https://www.linkedin.com/groups/14630719/
YouTube Channel: https://www.youtube.com/@UnofficialQuickBooksPodcast
Email: unofficialquickbookspodcast@gmail.com
Links from Episode
Use this link to access Reclassify from any QBO file, even if you don’t have the QBOA briefcase: qbo.intuit.com/app/reclassify-transaction
BDO Alliance: https://www.bdo.com/about/bdo-alliance-usa
Alicia’s QBO Hands-on Training: http://royl.ws/QBO-complete?affiliate=5393907
Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding
Jim Dzundza, Staff Product Manager for QuickBooks Accounting Automation, joins the show to demonstrate the revolutionary AI features rolling out in QuickBooks Online's new platform. From PDF statement uploads that eliminate manual data entry to intelligent anomaly detection that automatically flags unusual transactions in financial reports, these tools are designed to reduce bookkeeping time without replacing human expertise. Jim walks through live demos of the collaboration tools, AI-powered reconciliation, and the accounting agent's ability to surface potential errors and duplicates before they become problems.
Sponsors
Resources
LinkedIn Group: https://www.linkedin.com/groups/14630719/
YouTube Channel: https://www.youtube.com/@UnofficialQuickBooksPodcast
Email: unofficialquickbookspodcast@gmail.com
Alicia’s QBO Hands-on Training starts July 21! http://royl.ws/QBO-complete?affiliate=5393907
Intuit’s Accountants Toolkit 2025, https://drive.google.com/file/d/1lf5uP0hiQY1a9-6K7lenhcjg9IVmlzU5/view?usp=sharing
Intuit’s Data and Security Page: https://www.intuit.com/privacy/statement/
Sign up to Earmark to earn free CPE for listening to this podcast
https://www.earmark.app/onboarding