Tax season doesn’t have to be late nights, chasing clients and paperwork. With a few simple steps, you can streamline your tax preparation process and ditch the chaos. Your clients, your team, and your profit margins will love you for it.

Recent research shows that digital firms grow four times faster than non-digital firms. With the year end just around the corner, now is the perfect time to implement a new strategy to take advantage. In this webinar, Receipt Bank VP of Business Development and former 2020 Consultant Damien Greathead will be joined by cloud accountant Ali Maloy, CPA to discuss the value that technology implementation can bring to your accounting firm.

They will cover:
● New ways to collect the items you need from your clients without chasing

● How to manage your clients’ data storage and processing more effectively

● The trick to leveraging technology to widen your profiting margins, and delight your clients

You’ll discover how you can cut your tax preparation time in half, while providing a referral worthy service to your clients.

Key Speakers

Damien Greathead
Vice President of Business Development, Receipt Bank
Ali Maloy, CPA
Director of Client Accounting Services, Bland and Associates
Danielle Lee
Managing Editor, Accounting Today