Learning Objectives: Complete this phrase “Upon completion of this course participants will be able to…”. Items should be specific in nature.* (see guidelines below)

1. Explore the most common challenges of the paper client organizer process
2. Understand the new technological advances that are automating tax practices
3. Identify the top tax solutions allowing staff to digitally assemble and deliver completed tax returns from anywhere and serve clients remotely
4. Learn how to develop a client-centric approach for tax engagements and improve client collaboration

This webinar will explore how automation is transforming the tax engagement, with a focus on using digital, electronically fillable client organizers. Now you can automate remote client interactions across the entire tax package, including engagement letters e-signatures, digital client organizers, K-1 distribution and signer delegation, e-file form e-signatures, and collecting payment of the tax prep fee.

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