This session is for user who will be using TaxPlan Pro to deliver high-value tax planning services to their clients. We'll walk you through the key features so you can start producing professional tax planning outcomes with confidence.

Who should attend: Staff who will be using TaxPlan Pro at your firm.

Details About the Webinar

About the Speakers

1776235601-500810cb83b86d80 Cat Finch
Customer Success Manager

Cat Finch is a Customer Success Manager Team Leader for ChangeGPS at Access. Drawing on her background in consulting and experience as an Accountant, she has an understanding of where your practice has been - and where it's headed. She's focused on how ChangeGPS can bring value to you and your teams and support your long-term success.

1776235526-dfef7cdffc72e47d Tina Matham
Technical Success Manager

Tina brings over 15 years of accounting experience to the ChangeGPS team, including running her own successful firm. As a former firm owner, she understands the pressures and possibilities that come with building a practice. ChangeGPS played a key role in helping her streamline workflows, save time, and grow her business, and now she’s passionate about helping others do the same. Tina works closely with firm owners to ensure they’re getting the most out of ChangeGPS, so they can work smarter, boost profitability, and build firms that truly support their goals.

S Sajjad Butt
Customer Success Manager


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