Clients want a digital tax experience that's fast and easy. But they want it with a human element. How can your firm thread that needle? By integrating solutions that automate and simplify the most time-consuming and dreaded parts of the tax process—intake, signatures, deadline reminders, etc.—while also promoting clear and easy communication with features like a holistic client portal.
Learning Objectives:
- Balance Automation with Personalized Service – Learn how to integrate tax automation tools while maintaining the human connection that builds client trust and loyalty.
- Enhance Client Relationships in a Digital-First World – Discover strategies for using automation to streamline workflows while keeping client interactions personal and engaging.
- Empower Your Team with the Right Tech & Training – Understand how to equip your staff with automation tools that reduce manual tasks, allowing them to focus on high-value client advisory services.
- Create a Seamless, Human-Centric Tax Experience – Explore best practices for blending technology and personal touchpoints to improve efficiency, satisfaction, and long-term client retention.
CPE Credit Information
Subject Area: Tax
Course Level: Overview
Instructional Method: Group Internet Based
Prerequisites: None
Advanced Preparation: None
