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

NO IRS CE, NASBA CPE ONLY*

Session 1: Before you change software, map the process you actually run**

Most of the tech complaints I see online are really process complaints. This one is about writing the process down before touching a single tool.

After this session, attendees will be able to:
- Map a return from intake through delivery and name every handoff along the way (including marketing, because that's a part of the process)
- Identify the two or three points where the work actually stalls in their office
- Write down the decision rules they have been keeping in their head
- State a specific goal for their office before evaluating any software against it

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

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*Self-Study recording available for IRS CE Credit only (NO CPE)

NASBA Field of Study: TBA