Tax season isn't just about filing returns for your clients. It's about how quickly and consistently your firm can scope new work, onboard clients, and collect payment. If you're still relying on outdated engagement letter and billing processes, you already know they weren't built for today's reality - and your firm is paying the price in time, stress, and cash flow.
That's why this conversation is so important.
In this CPE-accredited webinar, our expert tax panel will unpack:
- Why engagement letters are shifting from compliance paperwork to strategic client touchpoints
- How forward-looking firms are redesigning proposal and onboarding workflows to reduce admin time and create better client experiences
- Where digital tools can strengthen trust and governance while speeding up collections and cash flow
- Examples of modern workflows that tie scope, billing, and payment into one connected client journey
Along the way, we'll spotlight how accounting firms are approaching these challenges, and share practical steps you can take to modernize your firm's own tax season readiness.
CPE Credit Information
Subject Area: Tax
Course Level: Overview
Instructional Method: Group Internet Based
Prerequisites: None
Advanced Preparation: None
