Today at Heard is a series of free, live sessions open to every Heard member. Each session runs 15 to 30 minutes and covers one specific topic, so you can pick only the sessions that fit where you are right now. Whether you're just getting set up or working through annual taxes, there's a session built for that moment.
Running a practice is plenty to manage on its own. These short, focused sessions give you a real person walking you through the parts of Heard that often raise questions, so you can move through them with confidence rather than guessing.
Choose your session
Getting Started
A session on connecting your business accounts, uploading statements, and clarifying transactions. Register for Getting Started
Quarterly Taxes
A guide to the steps for receiving your quarterly tax estimate in Heard. This covers verifying your tax filing status, reporting taxable income, and finalizing your bookkeeping for the current quarter so your estimate is accurate. Register for Quarterly Taxes
Annual Taxes
A walkthrough of the steps to file annual taxes in your Heard account, including end-of-year bookkeeping, the tax questionnaire, opting in or out of 2025 annual taxes, and filing an extension. Register for Annual Taxes
Allocation Guide
A review of the profit and loss statement and a walkthrough of setting up your allocation guide. This session is most helpful after you've completed your catch-up bookkeeping. Register for Allocation Guide
Connect & Clarify
An interactive, small-group Q&A session designed to help you navigate your Heard account with confidence. This is a live, collaborative space where you're encouraged to participate. To make sure everyone gets their questions answered, attendance is limited to 10 participants. Register for Connect & Clarify
Setting up Payroll
A look at whether Heard payroll is a good fit for your practice, how it works, and how to migrate payroll from Gusto. Register for Setting up Payroll
What to do next
Browse the sessions above, pick the one that matches what you're working on, and click its registration link. You can sign up for as many as you'd like, and you're welcome to come back for the same topic whenever you need a refresher.
FAQs
Are these sessions free? Yes. Today at Heard sessions are free for all Heard members.
Do I have to attend all of them? No. Each session stands on its own, so you only attend the topics that are relevant to you.
How long is each session? Sessions run 15 to 30 minutes, depending on the topic.
Can I ask questions during a session? Yes. Connect & Clarify is built specifically for small-group live Q&A, with attendance capped at 10 so everyone has time to be heard. Other sessions may also leave room for questions depending on the topic.
Can I sign up for more than one? Yes. You can register for as many sessions as you'd like, and you can revisit any topic by registering again.
When should I attend the Allocation Guide session? It's most helpful after you've finished your catch-up bookkeeping, since it builds on your profit and loss statement.