Top Tax Transformations Before Busy Season: Webinar Offers Key Insights for Tax Professionals

Prepare for tax season with tools and techniques for streamlined success.

With tax season fast approaching, accounting and tax professionals have an opportunity to streamline and optimize their practices in advance of the busiest time of the year. The upcoming webinar, “Top Tax Transformations Before Busy Season” on Nov. 21, 2024, will provide professionals with essential insights and strategies to enhance productivity and accuracy in their workflows.

The session will be hosted by transformation thought leader Donny Shimamoto, CPA.CITP, CGMA, founder and managing director of IntrapriseTechKnowlogies LLC and founder and inspiration architect of the Center for Accounting Transformation.

Learn more about:

• 8 optimal tax workflow steps – what they are and why you don’t want too many;
• Automating engagement letters and tying that to getting retainers from clients so that you get paid upfront;
• Common automations that can be put in place quickly, like
  • Improvements in zero data entry solutions to read data from tax forms more accurately;
  • Using electronic billing and payment to get paid faster;
  • Using video recordings in place of tax return delivery meetings;
  • The best client meeting scheduling apps; and
  • AI note takers for meetings with clients; plus
• Cybersecurity enhancements, like regulatory updates that you need to ensure are included in your WISP and affordable ransomware and data breach protection technologies.

Whether you’re a seasoned tax professional or newer to the field, this webinar will offer actionable solutions to help you approach tax season with confidence and efficiency. Attendees will gain the tools and strategies they need to navigate busy season demands with ease.

Registration for the webinar is free but spots are limited. Don’t miss out on this valuable opportunity to gain a competitive edge before tax season begins. Register today at https://improvetheworld.net/events/top-tax-transformations-before-busy-season/.