Join us for a one hour discussion on Tuesday, January 9th to learn how you can make the 2018 Tax Season smoother and promote greater work/life balance by adopting easy-to-implement solutions.
Led by Mark Ryburn (Product Line Manager -Tax Workflow) and Jim Meseke (Solution Design Manager), the conversation will offer tips for making the most out of your day.
Specifically we’ll focus on…
- Utilizing Portals to improve client collaboration
- Employing electronic organizers to speed information gathering
- Leveraging scanning software to eliminate manual input
- Taking advantage of mobility to enhance customer service
- Using electronic signatures to speed return filing
- And more!