Content Provider
Xero-logo

Sponsored by
Cpawebengagelogo
Self-Study CPE
GET TO KNOW SMARTVAULT FOR ACCOUNTING SERVICES: DEMO
View Details/Register
BUILD YOUR PRACTICE WITH THOUGHT LEADERSHIP AND ONLINE EDUCATION
View Details/Register
REDUCING PERSONAL RISK: A TRUSTEE'S GUIDE TO HANDLING DUTIES OF CARE
View Details/Register
CITRIX SHAREFILE DEMO: THE SIMPLE, SECURE DOCUMENT MNGT SYSTEM FOR YOUR FIRM
View Details/Register
GUSTO DEMO: THE SMALL BUSINESS SOLUTION FOR PAYROLL, BENEFITS, AND WORKERS' COMP
View Details/Register
HEALTH BENEFITS DONE RIGHT: HEALTH INSURANCE AND THE ROLE OF PAYROLL
View Details/Register
THE EXPANDING ROLE OF THE CPA: FINDING TOOLS & LENDING SOLUTIONS - WHITEPAPER
View Details/Register
FRESHBOOKS: COMPLETE PRODUCT DEMONSTRATION
View Details/Register
REASONABLE COMPENSATION REPORTS SOFTWARE DEMO
View Details/Register
ESTATE PLANNING BOOTCAMP: THE BASICS OF ESTATE PLANNING FOR NON-LAWYERS
View Details/Register
Livepanel_xero

LIVE PANEL: SCALING DURING TAX SEASON

Cost Free   CPE Credits 1.0 hour   Subject AreaSpecialized Knowledge & Applications  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone  Who should attend?Bookkeeper
CFO / Controller
CPA - small firm
CPA - medium firm
CPA - large firm 
Course Description

For many, the goal of tax season is simply to survive. But with the right tools, best practices and foresight, you can use this busy time to grow and scale your firm. Hear from our panel of experts as they share their top technologies – and tips for attracting new clients.

Learning Objectives

  • Cash coding

  • Find and Recode

  • Report templates

  • Xero TaxTouch

Brandon Houk

Avalara
Accountant Partnerships
brandon.houk@avalara.com
(206) 826-4900 x1571

Avalaralogo Linkedin

Brandon is the Director of Accountant Programs at Avalara. Previously, he worked in finance and strategy for J.P. Morgan Chase. Brandon’s job at Avalara is to provide programs, resources, and tools for CPA firms large and small that help simplify sales tax compliance for their clients. He was named to the 2014 CPA Practice Advisor’s list of 40 Under 40 Leaders Who are Shaping the Profession of Tomorrow.

Handout Materials
Presentation Slides
Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.

Nasba

NASBA Approved

CPAwebengage, Inc. (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

CPAwebengage Inc. 1857. W 34th Ave, Denver, CO 80211

About our sponsor
Cpawebengagelogo

At CPAacademy, we believe in the utilization of free live online education to support our clients in maximizing exposure and selling their professional services. As the accounting industry’s most innovative independent source for online education, the strength of CPAacademy.org comes from our community of presenters and sponsors.