Tax season is notorious for manually repetitive tasks; from getting engagement letters signed, collecting and preparing data for returns, and billing and managing clients. However, many of these tasks can be automated with the right tools and processes in place. In this webinar, you'll learn how to cut down on the long hours through process automation. Plus, you'll see in action how to ensure you get paid promptly for the work you're doing and provide predictable cash flow for your firm. Leveraging technology means a hands-free tax season for you and your team, freeing up that time to spend helping clients.

Learning Objectives:

• Identify core activities ripe for automation


• Recognize automation in action: The engagement letter process


• Identify how to talk to your clients about new technology and their changing needs


• List ways to achieve predictable cashflow, including prepayments this tax season