Growing your practice may seem like a daunting task at any experience level. Whether you are new to professional tax or an experienced pro, get a head start on Tax Year ’17 by learning ways you can enhance client relationships and make more money with services that benefit you and your clients.
We will kick off the program with tips to building long, trusting relationships with your clients and then explore the opportunities for growth available in refund transfers (Pay-by-Refund). Finally we will introduce you to the Intuit ProConnect suite of innovative professional tax solutions, including demos of the timesaving features found in ProSeries, Lacerte and ProConnect Tax Online.
In this webinar you will learn:
· Tips for building lasting relationships with your clients
· Options to make more money and grow your practice with Pay-by-Refund
· Features in ProSeries, Lacerte and ProConnect Tax Online to help you save time