Discover how to transform your tax season workflows and focus on delivering exceptional client value. Join industry experts Al-Nesha Jones, CPA, MBA, and Ryan Embree as they share actionable insights and key tools to enhance firm efficiency.
Whether you're starting your cloud tech journey or optimizing your app stack, this webinar will provide practical strategies to make this tax season your firm’s most successful yet.
What You'll Learn
Save time by simplifying processes and eliminating inefficiencies using Al-Nesha's suggested tech stack, Including Ignition, Intuit ProConnect, and more.
Strengthen client engagement with seamless onboarding and proposals.
Boost team efficiency with templates for proposals, workflows, emails, and more.
Simplify payments to get paid faster and improve your firm's cash flow.
How to use videos to save time, communicate better, and upsell without stress.
