Top Tax Transformations Before Busy Season

Overview

You’ve got about two months before busy season goes into full swing. What are some of the top transformations that you can complete in this short window? Join us for this webinar for tips on the 8 key tax workflow steps, way to accelerate your cash flow before busy season even starts, and 6 automation opportunities that can be put in place quickly. We’ll also cover ways to improve your cybersecurity including updating your WISP, protecting you from ransomware, and preventing a data breach. Let us help make your busy season less stressful before it even starts!

Learn about:

• 8 optimal tax workflow steps – what they are and why you don’t want too many
• Automating engagement letters and tying that to getting retainers from clients so that you get paid upfront
• Common automations that can be put in place quickly
  • Improvements in zero data entry solutions to read data from tax forms more accurately
  • Using electronic billing and payment to get paid faster
  • Using video recordings in place of tax return delivery meetings
  • The best client meeting scheduling apps
  • AI note takers for meetings with clients
• Cybersecurity enhancements
  • Regulatory updates that you need to ensure are included in your WISP
  • Affordable ransomware and data breach protection technologies

Designed For

• Tax practitioners, firm admins and practice managers

Objectives

• Define the 8 optimal tax workflow steps
• Describe how upfront pricing can improve cash flow
• Identify cybersecurity measures to reduce ransomware and data breach risks