Streamlining the Intake Process
Learn how automated tax software can make the client intake process, which is one of the biggest challenges for tax and accounting professionals, more efficient to improve client satisfaction.
Format
Webcast
NASBA Field of Study
Taxes
Level
Basic
CPE Credits
1
Instructor
Joe Wroblewski
Availability
3 months
Product Number
WC4739364
We’ll explore how firms can reduce frustrations by leveraging the powerful intake solutions of automated tax software.
In this webcast, we will:
- Examine common pain points during the intake process
- Provide actionable solutions to address these challenges
- Assess steps firms can take to streamline the process for staff and clients
- Discover how to save time, reduce mistakes and improve the client experience
Key Topics
- Challenges during client intake process
- Benefits of adopting automated intake solutions
- Selecting actionable strategies for integrating an intake solution
Learning Outcomes
- Identify the key challenges tax and accounting professionals face during the client intake process and how they affect 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 benefits of adopting an automated intake solution, including time savings, improved client experience and the ability to focus on high-value tasks.
- Indicate 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.
Who Will Benefit
Designed for tax and accounting professionals, tax administrators, partners, CPAs
Group ordering for your team
2 to 5 registrants
Save time with our group order form. We’ll send a consolidated invoice to keep your learning expenses organized.
Start order6+ registrants
We can help with group discounts. Email client.support@aicpa-cima.com
US customers call 1-800-634-6780 (option 1)
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