1040 Tax Automation & Increasing Your Revenue with Outsourcing Webinars


As you probably know by now, we have webinars every week over on Insightful Accountant. We like to let Tax Practice News readers know when there are upcoming webinars that are more designed specifically for tax professionals.

Over the next few weeks we have two webinars that are focused on tax pros implementing automation and growing your revenue by outsourcing during tax season. One even being co-presented by our very own editor, Liz Mason! Read more details and register below.

1040 Tax Preparation Automation: GruntWorx Demo

November 3 at 12:00 p.m. Eastern Time | Presented by Sara Cavender

It’s Not Just About Tax Prep, It’s About Office Workflow. Tax automation systems are getting a lot of attention because they can improve efficiency and profitability. The formula is simple enough: firms that can prepare more returns can take on more clients — expanding their business and improving their bottom line.

In this webinar, learn how the 1040 tax preparation process can be streamlined and efficient to improve productivity by looking at your office workflow and following simple steps of using GruntWorx technologies. Attendees will learn best practices for scanning clients’ source documents and how to organize those documents in a timely manner. In addition, attendees will learn how to stop typing data into tax software and stop chasing the paper around the office and instead focus valuable time on providing real tax value to clients by seeing the step by step process of using GruntWorx. [REGISTER HERE]

Grow Your Revenue This Tax Season: How Outsourcing Can Increase Your Bottom Line

November 17 at 2:00 p.m. Eastern Time | Presented by Liz Mason + Christine DeAngelis

There can be many barriers to growing your firm, but tax services does not need to be one of them. Learn the value outsourcing can bring by positioning your financial services business as a true one-stop shop for your clients. When scaling can be difficult because you don’t have enough staff or resources, discover how an outsourced tax department can be the opportunity you need. How do you make all this happen? We will review how to find the perfect outsourcing team, and the right questions to ask so that your partnership starts off on the right foot. We’ll also discuss the cost benefit analysis and how to start adding profitable services to your menu. [REGISTER HERE]

Like what you’re reading?

Subscribe to our FREE newsletter and we’ll deliver content like this directly to your inbox.