Put Tax Season in the Fast Lane: How to Speed Up Intake, Prep & Delivery
Your team is probably pretty fast at preparing individual tax returns. But that’s not what makes busy season stressful. It’s chasing missing client files, moving documents between systems, and keeping every return on track that eats away at your time.
Multiply that by a few hundred clients, and suddenly tax season is running your firm—not the other way around.
Chelsea Summers, executive director of INSIDE Public Accounting, kicks off this webinar. IPA benchmarks firm performance across the profession, so she hears it from accounting leaders every day: they want to run a more efficient tax season, but they find it’s easier said than done.
Then Luke Frye, CPA, former firm owner and Accountant in Residence at Canopy, steps up to the mic for a practical look at connected workflows and AI-driven personalization.
You’ll see how custom questionnaires draw on client history to request the right files the first time, what a clean handoff looks like from uploaded document to delivered return, and how Canopy Coworker can quietly take on manual, repetitive tasks—like building mass extension lists and updating firm-wide rates—so you can make it home before dinner more often.
Learning Objectives
By the end of this course, participants will be able to:
- Set up Smart Intake workflows that use prior-year data to build targeted document checklists
- Connect the dots from client upload to final delivery within a single unified workspace
- Identify routine, recurring administrative tasks Coworker can take off your plate automatically
NASBA sponsor page: Canopy
Recommended CPE credit: 1.0 CPE Credit
Recommended field of study: Business Management & Organization
Program knowledge level: Basic
Prerequisites required: None
Advanced preparation required: None
Delivery method: Group
Attendance requirement: To receive full CPE credit, participants must attend the live broadcast for a minimum of 50 minutes and respond to at least 3 polling questions launched during the session.
Refund policy: Due to this program being offered free of charge, there will be no refunds issued.
Complaint resolution policy: Email us at angie.lucas@canopytax.com
Official registry statement: Canopy is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
Texas State Board statement: We are registered with the Texas State Board of Public Accountancy as a CPE sponsor. This registration does not constitute an endorsement by the board as to the quality of our CPE program.
Meet our speakers
Luke Frye, CPA
Accountant in Residence, Canopy
Chelsea Summers
Executive Director, INSIDE Public Accounting
Ready to get started?
Your future self will thank you.