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:

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Be the leader your firm and clients need you to be in 2022.

Join Alison Ball, Director of Marketing and Influencer Strategy at Liscio, and a panel of accounting experts for this inspiring episode of Practice Excellence.

As history proves, it’s necessary to look to the future to lead your firm and navigate through the year. We didn’t see last year coming, but we’ve already had 12 months to take stock and prepare for what’s next. So let’s not let the next 12 months take us by surprise. Be the leader your firm and your clients need you to be.

To achieve this, we need to remind ourselves about the importance of leadership, how to lead, and what our teams and clients expect. As well as exploring ways that you can take the pain out of running your firm; from client collaboration to internal practice management. There is a better way to organize your work and your life while offering more value to your clients.

While you can’t predict what’s coming with perfect certainty, you can develop much more clarity than you might imagine about what you could and should become – create a vision, define a plan, and set it into motion.
This practical session will cover:

In this session, Dawn Brolin, CPA, CFE, shares her step-by-step client onboarding process for three key client service opportunities: monthly accounting, tax preparation, and advisory services using her onboarding technology linchpins, Liscio and SmartVault.

During the session you will learn Dawn’s approach to eliminating bottlenecks, cyber security risks, and the inefficiencies that reduce profitability during client onboarding. By leveraging two key players in her Team Brolin Starting Lineup tech stack, Liscio and SmartVault, Dawn will break down a practical onboarding process enabling you to take on more clients, in less time, while providing each one with an exceptional experience.

You will also see the exact client engagement and other templates that Dawn uses in her client onboarding process as well as how she uses specific technology tools to make the entire process streamlined, secure and seamless. At the end of the session  you will have everything you need, step-by-step, to make client onboarding more efficient and your client experience even better in your firm.

Learning Objectives:



Date & Time: May 18th at 10:00 am PST / 1:00 pm EST

Duration: 60 minutes

Instructor: Dawn Brolin, CPA, Sponsored by Liscio

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This session is designed for any accounting professional who wants a smoother and more productive relationship with their clients.  Dawn Brolin, CPA, is committed to making the changes in her firm to make the experience the BEST it can be – for both clients and staff. In this webinar, she will share her journey and the solution she landed on to make everyone happy.

When you have a poor client experience, it sets off a ripple that affects the entire firm. How frustrated are your clients?  What does this cause in terms of loss of productivity and increased frustration for your staff?  

Dawn’s firm uses a professional practice management/workflow solution to manage their workflow and tasks to accelerate productivity, collaboration and visibility.  However, clients struggle with email as a general rule (they ignore it, they can’t respond on the go, etc), and this led Dawn’s staff to have to do a lot of chasing for documents they needed. They were also drowning in email and had too many places to look for documents from clients. Dawn needed a solution that worked for CLIENTS who are on the go and do not have scanners or printers at hand, but that also worked for staff as well. 

Come and learn how she integrated a great team experience with a great client experience, to dramatically improve productivity and reduce frustration on both sides of the equation.



By completing this webinar, attendees will be able to:

  1. Identify current bottlenecks in their firm, including the issues that email causes
  2. Discover a tried and true solution to get clients to send documents on time and on the first request.
  3. Uncover easy ways to ensure each interaction between staff and client (and vice versa) is secure. 
  4. Learn how to create a single source of truth for all client communications, for staff.



Anyone who serves multiple clients and wants a smoother and more productive daily experience for both staff and clients.

Date & Time: February 24, 2022 at 9:00 am PST / Noon EST

Duration: One hour

Hosts / Instructors:  Dawn Brolin, CPA, CFE, The Designated Motivator for Accounting Professionals


Webinar Platform:  Liscio Zoom Webinar


Congratulations!  You made it through 2021 YE and 1099 preparation!  

Clients don’t know how hard you worked to ensure their relevant year-end documents were prepared and filed – because if you are like most firms, you and your team just powered through it by working long hours and drinking a lot of caffeine. 

But does it have to be this way?  Does it have to be so stressful? 

Dawn Brolin, CPA, CFE doesn’t think so, and she wants to help you and your staff have a better year ahead, including a much smoother and less stressful YE.  Now is the time to take a moment and reflect what worked, what didn’t, and put the wheels in motion to make changes for the better.

The great news is that Dawn’s recommendations can be done by anyone, and are affordable and EASY to roll out.

Come and learn from her as she shares:

Claim your spot here:

This webinar is free of charge, and we are looking forward to seeing you there!

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