Your time is precious. Identifying ways to increase efficiencies within your practice without sacrificing quality and client satisfaction is crucial to creating a successful and productive workflow. 

In this session, we go over valuable tips and hacks to help you save time and frustration. In this session, we will explore tools and “hacks” that will save you time and automate some of the more tedious tasks of tax preparation. For example, did you know that you could import your client’s data from major banking institutions, right into your software at no additional cost? These simple tricks can go a long way in helping you stay in control during the busy tax season. 

LEARNING OBJECTIVES: 
By completing this webinar, you will be able to: 

• Understand how automation and add-ons truly impact your workflow
• Leverage not-so-well-known utilities and options to make your workflow more efficient
• Incorporate add-on tools that expedite tedious tasks
• Measure how changes impact your workflow and adapt based on your measurement

WHO SHOULD ATTEND?
Anyone who prepares tax returns and manages a firm of any size

SPEAKER
Ross Olson
Sr. Solution Specialist
Intuit

Ross Olson is a solution specialist for Intuit®. With a background in Intuit’s professional tax solutions – Intuit ProConnect™ Tax, Lacerte® Tax and ProSeries ® Tax, he strives to provide firms the means to discover workflows and implement strategies so that they can meet their unique definitions of prosperity.