Tax season is upon us and before you dive into it, would you like an opportunity to interact with other accounting professionals to discuss your tax season experiences and share your tips for a successful season?
Join this informal peer to peer conversation for an opportunity to engage with your peers within the tax preparation community.
As this is an interactive session (not a traditional presentation), please test your webcam and microphone prior to joining the meeting so you’ll be ready to converse with your peers during the call.
This session will not be recorded.
Conversation Starters:
- What are your current tax preparation workflows?
- What are the checklists and processes you’ve implemented within your tax practice?
- How often do you review your processes to ensure they’re still relevant within your practice?
- If you have employees, how do you ensure your employees understand the processes you’ve implemented?
- Do you use a CRM to track types of returns completed? Which CRM are you using and if there are pain points, what are they?.