Get Ready for Tax Season Bootcamp 2026

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About This Get Ready for Tax Season

Tue, Dec 8
Intake: win the client, set them up right
A live intake flow: form, proposal and engagement letter, auto account setup

Wed, Dec 9
Advanced pipelines: make it run without you
An optimized pipeline with conditional automations and recurring jobs

Thu, Dec 10
Delivery: finish, sign, and get paid
A delivery stage with e-signature, document lock, and auto invoice

Sessions in this Get Ready for Tax Season
  • B4
    Bootcamp Session 1: Intake
    Tuesday, December 8, 2026 · 11:00 AM MST
  • B2
    Bootcamp Session 2: Advanced pipelines
    Wednesday, December 9, 2026 · 11:00 AM MST
  • B3
    Bootcamp Session 3: Delivery
    Thursday, December 10, 2026 · 11:00 AM MST

Prepare for Tax Season

REGISTER NOW