Join our practical webinar covering how you can use Ignition to quickly get your personal tax engagements drafted, sent, signed and paid for well ahead of the January deadline - for a smoother self-assessment season.
What you’ll learn:
- How to properly import and identify your personal tax clients in Ignition
- Best practice on creating a personal tax proposal template
- How to engage all your personal tax clients quickly and easily, in bulk or individually, to collect their signature and payment details
- The bigger picture; what an ideal self-assessment proposal workflow should look like and how you can collect information from your client post-acceptance.
Speaker
Jack Farrant
Manager, Key Accounts Team (EMEA) @ Ignition
