6 STEPS TO LESS STRESS THIS TAX SEASON WITH DAWN BROLIN AND LISCIO

Tax season is no time to be dealing with bottlenecks, cyber security risks, and inefficiencies that increase stress and reduce profitability during client onboarding and communications. That’s why now is the time to implement smart strategies to proactively put an end to these productivity issues by streamlining all of your client communications in one place and saying goodbye to unsecured email and tax documentation.

In this session, Dawn Brolin, CPA, CFE, shares her step-by-step client onboarding process for tax preparation starting with a “one place” philosophy for client onboarding and tax communication linchpin, Liscio. She will show you how to take on more clients, in less time, while providing each one with an exceptional experience to help you, and your clients, be less stressed, and ready to hit the ground running come January 1.

Learning Objectives:

• • Recognize the importance of having a tech stack that allows you to eliminate data and communication silos with an onboarding process that benefits your clients and your firm

• • Construct a systematic, secure, and seamless tax client onboarding workflow starting with efficient and seamless communication for the collection and organization of all necessary information

• • Give examples of the templates that are essential for implementing an efficient and effective tax workflow process starting with the client experience
  • Evaluate your tax season tech stack to identify gaps that you need to solve

Register now!