Your Tax Office Is Stuck! Find the Bottlenecks Before Tax Season

2 NASBA CPE ONLY* NO IRS, NO CTEC

Session 1: Your Tax Office Is Stuck! Find the Bottlenecks Before Tax Season**

Most of the tech complaints tax pros post online are really process complaints. Before you change software this off-season, write down the process you actually run.

In this two-hour session we'll map a return from the first marketing touch through intake, the proposal, preparation and delivery. We'll name every handoff along the way and find the two or three spots where work actually stalls in your office.

You'll leave with a filled-in process worksheet, the decision rules you've been keeping in your head written down, and one clear goal for your office to measure any software against. Bring the worksheet to part two on Thursday.

Learning objectives. After this session, you'll be able to:
-Map a return from intake through delivery, marketing included, and name every handoff
-Identify the two or three points where work stalls in your office
-Write down the decision rules you've been keeping in your head
-State a specific goal for your office before evaluating any software against it

**Session 1 of a 2-part series.
Session 2: Keep It, Cut It, or Automate It! Your 2027 Tax Office Tech Tune-Up

"Our best deal is always to become a monthly subscriber"
https://www.taxpracticepro.com/join-now

*Self-Study recording not available for credit.

NASBA Field of Study: TBA