Program Overview
October 19, 2023 | 7:00 pm - 9:00 pm| Webinar
Hosted by Sacramento Valley
Speaker Jessica Smith, EA
Description
If you're looking to give your clients that "white glove" VIP experience, then tax workflow automation is the answer to your prayers! Enrolled Agent and Certified TaxDome Consultant Jessica Smith has spent years perfecting systems to automate the client experience in her tax practice and has helped hundreds of fellow tax professionals do the same in theirs. Learn how automation can transform your client experience and take your tax practice to levels you may have thought were unreachable in this knowledge-packed presentation.
Learning Objectives
1. Learn what automation in a tax practice looks like.
2. Learn about options for automating your tax practice.
3. Review specific examples of automation workflows and see how they have helped tax pros eliminate some administrative burden.
Learning Level Basic
Prerequisites & Advance Preparation None
Continuing Education
CSAE/NAEA: 2 hours Membership
Pricing
Member: $24.95 | Non-Member: $49.95
Webinar Details
After registering, everything you need for attending this webinar will be found in Your Learning Center.
Cancellation/Refund Policies
Written requests for refund or credit forward of chapter meeting fees will be accepted if received within three (3) business days prior to the education event. Requests should be emailed to sacval@csea.org. Refund or credit forward is not available for no-show”.