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Automate Your Way Out of Admin: Workflow for Hands Free Tax Season

AUTOMATE YOUR WAY OUT OF ADMIN: WORKFLOW FOR HANDS FREE TAX SEASON

Cost Free
Presentation Length 1.0 hour

Recorded DateOctober 26, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Tax season is notorious for manually repetitive tasks; from getting engagement letters signed, collecting and preparing data for returns, and billing and managing clients. However, many of these tasks can be automated with the right tools and processes in place. In this webinar, you'll learn how to cut down on the long hours through process automation. Plus, you'll see in action how to ensure you get paid promptly for the work you're doing and provide predictable cash flow for your firm. Leveraging technology means a hands-free tax season for you and your team, freeing up that time to spend helping clients.

Learning Objectives:


  • Identify core activities ripe for automation

  • Recognize automation in action: The engagement letter process

  • Identify how to talk to your clients about new technology and their changing needs

  • List ways to achieve predictable cashflow, including prepayments this tax season

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Joshua Lance

Ignition
Head of Accounting at Practice Ignition
[email protected]
(630) 537-0218

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About Our Presenter

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Ignition makes it simple to engage clients, get paid and run your accounting or professional services business on autopilot. From impressive online proposals to automated engagement letters and payments, we free you up to focus on what matters most - your clients.