How to Get More Tax Returns Done with No Overtime - November 18, 2021

This session is designed for any tax pro who wants a smoother and more productive tax season.  Dawn Brolin, CPA, will identify key challenges that must be addressed for staff to be fully productive during peak times without having to resort to late nights and overtime. She will start with how to get clients to send documents in on time (yes - this is possible!) then proceed into staff collaboration, workflow, firm-side storage, and tax prep software considerations. She will share her tech stack and explain where each application fits in her overall workflow.  Throughout, security considerations will be addressed. At the end of this webinar, attendees will have a clear roadmap to make the 2021 TY your best ever.

 
   
LEARNING OBJECTIVES:

By completing this webinar, attendees will be able to:

•       Evaluate the current situation in their own firms to determine what is working and what needs addressing.
•       Identify a tried-and-true solution to get clients to send documents on time and on the first request.
•       Identify a recommended tech stack designed to optimize staff productivity during peak season and beyond.
•       Discover ways to delight clients and add value at every step of the engagement.
•       Uncover easy ways to ensure each interaction between staff and client (and vice versa) is secure. 
•       Understand the next steps to ensure that TY21 is your best yet.

 
WHO SHOULD ATTEND?

Anyone who prepares tax returns and wants a smoother and more productive season.