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Future-Proof Your Firm Against Tax Season Struggles

FUTURE-PROOF YOUR FIRM AGAINST TAX SEASON STRUGGLES

Cost Free
Presentation Length 1.0 hour

Recorded DateAugust 29, 2024
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Congrats on making it through another tax season of following up with clients for their key documents, hours on the phone with the IRS, and processes that caused you and your staff extra hours of work each week. Maybe you made some incremental changes from last year, but there’s always room for improvement.

In this webinar, we’ll share what went right with firms this year and the latest technology available to make your job more efficient. You’ll learn practical advice on things you can implement in your practice to actually make tax season easier. 

Learning Objectives: 


  • Define how automation of key tasks can be a game changer

  • Summarize real-life examples of what can go wrong during the busy season and how to fix it

  • Identify tools and tactics to make sure your next tax season works for your firm

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Daniel Fritz is the Director of Products at SmartVault. Daniel is in charge of driving strategic product decisions through customer interactions, cutting edge technology, and strategic partnerships.

Daniel brings more than 10 years of experience ranging from Sales and Marketing to Product Development across multiple industries in the technology space. Most recently, Daniel was Vice President of Products at Azalea Health, which is a rural focused SAAS electronic medical record that helps underserved healthcare providers improve patient care and profitability. Prior to Azalea Health, Daniel had the opportunity to work with some of the largest healthcare organizations in the world as the Product Manager of symplr, a leader in health care compliance and credentialing. At symplr, Daniel was recognized with the companywide (J.E.D.I.) award.

Daniel received his Bachelor’s degree and Health Information technology certification from the University of Texas at Austin.

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Kevin Reinard

Intuit Accountants
Product Specialist
[email protected]
(916) 798-4604

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Kevin Reinard has been with Intuit for over 34 years. He has served Intuit customers in various functions, including product management and sales. Kevin’s expertise has been focused largely on customer-training activities, including webinars, recorded videos, and face-to-face events. Kevin is a Registered CA (CTEC) tax preparer.

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Karina Khatanova

Goldstein & Loggia
Administrative Manager

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Karina Khatanova is an Administrative Manager at Goldstein & Loggia located in Manalapan, New Jersey. 

About Our Presenter

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SmartVault offers secure, cloud-based document management and client portals specifically built for the unique security, compliance, and workflow needs of accounting professionals. Our automated workflows, integrations, and customization features allow you to create document workflows that work for you while providing confidence that your documents are always protected and secure.