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Tax season is no time to be dealing with bottlenecks, cyber security risks, and inefficiencies that increase stress and reduce profitability during client onboarding and communications. That’s why now is the time to implement smart strategies to proactively put an end to these productivity issues by streamlining all of your client communications in one place and by saying goodbye to unsecured email and tax documentation.
In this session, Dawn Brolin, CPA, CFE, shares her step-by-step client onboarding process for tax preparation starting with a “one-place” philosophy for client onboarding and the tax communication linchpin, Liscio. She will show you how to take on more clients, in less time, while providing each one with an exceptional experience to help you, and your clients, be less stressed and ready to hit the ground running come January 1.
Learning Objectives:
- Recognize the importance of having a tech stack that allows you to eliminate data and communication silos with an onboarding process that benefits your clients and your firm
- Construct a systematic, secure, and seamless tax client onboarding workflow starting with efficient and seamless communication for the collection and organization of all necessary information
- Give examples of the templates that are essential for implementing an efficient and effective tax workflow process, starting with the client experience
- Evaluate your tax season tech stack to identify gaps that you need to solve
Dawn Brolin, CPA, CFE
The Designated Motivator
CEO
[email protected]
(860) 234-2059
Dawn is The Designated Motivator for Accounting Professionals and the CEO of Powerful Accounting, Inc.
For more than two decades, Dawn has been a well-known and respected educator and motivator for her clients, other accounting professionals and technology solution providers. She is known for innovative collaborations within the accounting profession including with her technology ecosystem partners which are included in her Team Brolin Starting Lineup.
Dawn is a member of the Intuit Tax Council, the ADP Advisory Board, and the Avalara QuickBooks Advisory Board. She has also received many designations and recognitions throughout her career including the most recent “The 2022 Top Presenters Awards“ by CPAacademy.org as well as Insightful Accountant’s 2020 Top Niche Practice ProAdvisor: Forensics” and one of Accounting Today’s “2018, 2019, 2020, and 2021 Top 100 Most Influential People in Accounting.”
As an in-demand thought leader, speaker, and the author of The Designated Motivator and The Designated Motivator for Accounting Professionals, Dawn believes that motivation and strategic planning is not a one-time event, it is a critical part of being able to achieve the success you want for yourself and your team.
Dawn has appeared on many top-rated news programs and is consistently recognized with awards of distinction in the accounting profession. She has delivered hundreds of webinars and keynote speeches and works with many technology solution providers to help them better understand how to create and market their solutions. She is also a Designated Motivator to her peers and the collegiate softball team she is the assistant coach of at Eastern Connecticut State University.
Dawn's podcast, The DM Disruption podcast can be listened to on Apple, Spotify and Google as well as on her website, DawnBrolin.com.
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