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Tax Season Reflections: Tips for a Smoother, More Efficient Season
May 13, 2025 @ 2:00 pm – 3:00 pm EDT
We understand the tremendous pressure and challenges accountants face during tax season—managing heavier workloads, complying with ever-evolving regulations and keeping clients happy. This session is here to support you, addressing the key issues faced this tax season and offering strategies for improvement.
Join Dawn Brolin, CPA, CFE, to learn ways to refine your workflow, embrace modern technology and improve your client experience. Our goal is to provide actionable solutions that streamline your processes, leading to a more calm and successful tax season in the future.
You’ll learn how to:
- Recognize the key challenges faced this tax season and understand the factors that contributed to them.
- Develop and implement strategies to boost efficiency by making the most of technology and automation.
- Create an exceptional client experience to increase satisfaction and build long-lasting relationships.
Delivery Method: Group Internet
Course Level: Basic
Field of Study: Business Management & Organization
Prerequisites: None
This course is approved for 1 CPE Credit.
