Another tax season is in the books, but did it leave your firm feeling energized or exhausted? If you spent the last few months chasing documents, managing disjointed tools, and fighting burnout, it's time to stop the cycle.
Join operations expert Lesley Smith, firm founder Shalen Patel, and Canopy's Accountant in Residence Luke Frye for a transparent look at the challenges facing firms this year and how to overcome them for 2027.
In this session, you'll learn:
- How to identify the bottlenecks that are slowing your firm down—and how to clear the path for next year
- Practical ways to reduce repetitive, manual tasks to gain hours of time back every week
- What you can do now to ensure next tax season is your most profitable (and least stressful) yet
CPE Credit Information
Subject Area: Tax
Course Level: Overview
Instructional Method: Group Internet Based
Prerequisites: None
Advanced Preparation: None
