Does the thought of another tax season give you the tax season pit in your stomach? Attend this webinar and beat tax season insanity with 5 easy shifts.
1 min read
Do you find yourself dreading the upcoming tax season? Do you often work long and tireless hours during those seemingly never-ending months? If you answered yes to one or both of these questions, then we have just the thing for you: a free webinar with 1 CPE credit that will help you beat that tax season insanity.
What? Join this live webinar, presented by Colin Dunn, and discover how hundreds of accounting firms increase their profit, reduce tax season insanity, free up their time and make a huge impact with their clients by showing you how to build a profitable accounting firm that serves you rather than the other way round by adhering to the 5 shifts.
When? 2 p.m. ET.
Where? This is an online webinar. You can register to attend here.
Why? It's time to make YOU the boss of your tax season. Plus, you can earn 1 CPE for attending the event live.
Still not convinced? Well, let us tell you everything this webinar has to offer.
In this course you will...
Does the thought of another tax season give you the tax season pit in your stomach? It doesn't have to be that way. Attend this webinar and beat tax season insanity with these 5 easy shifts. Register by clicking the button below.
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Amy M. Wall, EA, MBA, is a Canopy CPE/CE course instructor.
Canopy takes the headaches out of client management by offering a way to keep client info organized.
I love how easy it is to setup a new client in this software. Once set up, it's one click to get IRS transcripts downloaded for my review. This saves me at least an hour each week in comparison to the software I used to use.
This makes workflow for tax resolution manageable. This business is a bunch of hurry up and wait. This system helps to refresh my memory while transitioning to different clients.
The ability to securely share documents with clients as well as complete POAs from client contact data already in Canopy. The ability to route workflow between team members with color coded statuses allows us to work efficiently.
Cool features, outstanding customer service, constantly updating to make it better. I love that I can upload files easily to a secure client portal and we don't have to email files anymore. Absolutely can't imagine not having this software.
It's safe and secure. Clients are able to upload documents and the documents are saved their portal which as a result, keeps us better organized. The task feature keeps us organized and we know exactly the status of each client.
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