Tax planning is one of the biggest revenue opportunities of the year — but only if your services are priced, packaged, and delivered efficiently.
In this practical session, you’ll learn how to use Ignition to scope, price, and engage clients for tax planning with confidence. We’ll show you how to streamline proposals, automate approvals, and collect payments upfront — all in one platform.
Access on demand – Fill in your details below.
In this session, you’ll learn:
How to package and price tax planning services to boost profitability
Best practices for scoping and setting clear expectations with clients
How Ignition can automate your engagement process from proposal to payment
Don’t miss out on this opportunity to get ahead of EOFY and strengthen your firm’s approach to tax planning.