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Abstract:
With so many different applications, utilities,, and tax prep tools available, it can be difficult to begin building and enhancing your firm’s workflow. How and when should you begin looking for technological and workflow solutions? How do you gain certainty that these solutions are the right fit for your firm and client needs? Identify how to transform your end-to-end workflow into a cloud-based, integrated system while also learning about solutions, trends, firm examples, and more to successfully create a powerful integrated workflow that saves the firm and clients time, costs, and back-end upkeep. This session will first address general strategies for assessing a firm’s workflow before enabling you to map out your current workflow(s) to specifically identify where improvement is needed, where change is desired, and what obstacles stand in the way of you achieving a more refined, efficient, and elegant workflow. LEARNING OBJECTIVES:
- Assess workflows and up-level current setups
- Better understand add-ons that create workflow efficiencies, specifically tailored to your firm’s needs
- Create a personalized resource that you can use to put these practices and insights into action
WHO SHOULD ATTEND?Anyone who prepares tax returns, advises clients, and manages a firm/employees of any size and is seeking to improve their workflow
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Speakers
Ross Olson Sr. Solution Specialist Intuit Ross Olson is a solution specialist for Intuit®. With a background in Intuit’s professional tax solutions – Intuit ProConnect™ Tax, Lacerte® Tax and ProSeries® Tax, he strives to provide firms the means to discover workflows and implement strategies so that they can meet their unique definitions of prosperity.
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