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.