Collecting and processing your clients’ Schedule C information is often one of the most time consuming parts of the tax preparation process. Accounting firms lose time and money when they have to make sense of this disorganized information come tax time. Plus, your clients aren’t tracking ALL of their expenses. We estimate your self-employed clients are underestimating their expenses by as much as 15% because they don’t have a simple way to collect and organize their expenses throughout the year.
This webinar will showcase Receipt Bank’s 1Tap, which will allow you to collect and organize the expense details of your self-employed clients. Rather than spending time on data entry, and document management, you can leverage 1Tap’s OCR and machine learning to collate this information automatically.
You’ll save a ton of time with 1Tap’s scan and upload and email-in capability this tax season. And then provide your clients with an award winning mobile app to capture and manage their expenses on the go in 2018.
Software demo included.
Damien works with accountants around the world helping them build profitable and sustainable businesses. As the Vice President of Business Development, North America at Receipt Bank, Damien helps firms leverage the latest technology to deliver their services efficiently and profitably. Damien speaks to state and national accounting associations around the world on topics including change management, marketing and technology.
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