This session is designed for any tax pro who wants a smoother and more productive tax season.  Dawn Brolin, CPA, will identify key challenges that must be addressed for staff to be fully productive during peak times without having to resort to late nights and overtime. She will start with how to get clients to send documents in on time (yes – this is possible!) then proceed into staff collaboration, workflow, firm-side storage, and tax prep software considerations. She will share her tech stack and explain where each application fits in her overall workflow.  Throughout, security considerations will be addressed. At the end of this webinar, attendees will have a clear roadmap to make the 2021 TY your best ever.

Dawn Brolin, author of the new book, The Designated Motivator for Accounting Professionals, leads this strategy-focused session to help you implement key changes for more productivity and profitability this tax season.

In this session you will go through a reassessment process to help you determine the path for your firm moving forward, post-COVID, and in the face of ongoing changes for regulations and filings. We need to be sure we are prepared for whatever may come next. This will be an interactive session where you will use the time to lay out your firm’s business strategy and integrated technology ecosystem to become more profitable, more efficient, and most importantly, happier with your professional life this tax season and beyond.

Is tax season your firm’s major revenue generation source?

Are you looking for new opportunities to not only increase your profitability during the busy season but to make more money all year long?

Do you believe the only way to grow firm revenues during tax season is by adding additional clients and/or increasing your prices?

If you answered “Yes” to any of these questions, it’s time to re-energize your revenue generation approach this tax season.


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