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Revolutionize Your Tax Practice. Go virtual! — December 12, 2019 (2 PM EST, 2 CE)

from NAEA

A virtual practice provides a non-physical tax experience to clients by implementing technological solutions that allow for remote preparation of tax returns. Practitioners that do not desire a completely virtual practice may still utilize the steps outlined here to increase the scalability and value of their current practice. Performing steps now can assist with continued operations for businesses during power outages or disasters. This webinar will discuss the beginning, middle, and final steps to adding virtual options for sole practitioners to large practices.

Upon completion of this course, you will be able to:
  • Identify technological solutions that can assist customers with a seamless tax prep experience.
  • Recognize time-saving techniques that will allow you and your team to be more productive.
  • Prepare a scalable solution to tax prep and review that can include non-local help.
  • Provide an exit strategy that will ensure your business continues long after you leave.
Note: This course does not qualify for IRS CE.


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