The client intake process is one of the biggest challenges tax and accounting professionals face, often leading to delays, miscommunication, and errors that can impact efficiency and client satisfaction. In this webinar, we’ll explore how firms can significantly reduce these frustrations by leveraging the powerful intake solutions of automated tax software.
Course ID: SAFESEND
Streamlining the Intake Process
Learning Objectives
- Identify the key challenges tax and accounting professionals face during the client intake process and how they impact overall efficiency and accuracy.
- Recall how tax automation software streamlines the collection of document request lists and organizes client information, reducing common errors and streamlining the intake workflow.
- Distinguish the varying benefits of adopting an automated intake solution, including time savings, improved client experience, and the ability to focus on high-value tasks.
- Select actionable strategies for integrating an intake solution with your firm’s existing tax technology tools, transforming the intake process into a seamless, stress-free experience.
Major Topics
- Examine common pain points firms encounter during the intake process
- Provide actionable solutions for addressing intake process stressors
- Assess processes firms can take to ensure a streamlined, stress free process for their staff and clients
- Discover how to save time, reduce mistakes, and create a better experience for your clients
Advanced Preparations
N/A
Who Should Attend
Tax & Accounting professionals, tax administrators, Partners, CPAs
Fields of Study
AccountingPrerequisites
N/A