Tax Academy September: Beat Busy Season Burnout with Top Tax Tech Stack

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Presenter: Christine Gervais

Sponsored by: Stanford Tax & Protection Plus & GKM

Topic: Beat Busy Season Burnout with Top Tax Tech Stack

Was your tax practice feeling the effects of busy season burnout last year? Being understaffed? Or seeing your efficiency eaten up by constant back-and-forth communication with clients just to collect documents? Tax Academy is for you! Have a better busy season this year while simultaneously driving growth and creating capacity within your team.  In this interactive event, hosted by an experienced tax practice owner and operator, you will get the opportunity to see live demos of key tax technology that can help drive efficiency in your firm this upcoming tax season. The demonstrations will go beyond your average sales demo to ask and answer real practitioner questions and get down to the nitty gritty of what technology is really going to support your firm's growth.

Learning Objectives:

After attending this webinar, attendees are expected to:

• Identify the key pieces of the tech stack that best supports their firm
• Gain a deeper understanding of how each technology creates workflow efficiency and capacity inside tax firms
• Develop a "next steps" list to implement technology and start saving time this upcoming busy season

Cost: Free

Subject Area: Business Management & Organization

Course Level: Basic

Instructional Method: Group Internet Based

Prerequisites: None

Advanced Preparation: None

Who Should Attend: CPA, Bookkeeper, Accountant, Enrolled Agents, Tax Preparer