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Tax season doesn’t have to be late nights, chasing clients and paperwork. With a few simple steps, you can streamline your tax preparation process and ditch the chaos. Your clients, your team, and your profit margins will love you for it.
Recent research shows that digital firms grow four times faster than non-digital firms. With the year end just around the corner, now is the perfect time to implement a new strategy to take advantage.
In this webinar, Receipt Bank VP of Business Development Damien Greathead will to discuss the value that technology implementation can bring to your accounting firm. You’ll discover how you can cut your tax prep time in half, while providing a referral worthy service to your clients.
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New ways to collect the items you need from your clients without chasing.
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How to manage your clients’ data storage and processing more effectively.
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The trick to leveraging technology to widen your profiting margins, and delight your clients.
Damien Greathead, MBA
Dext
Vice President - North America
415-924-3100
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.
- To receive CPE credit, you must register for the webinar before it starts.
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- To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
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About Our Presenter
Dext is an automated, multiproduct accounting solution. With three products, we’re here to help reduce your workload, optimize your workflow, and free up your time.
Here’s a bit about our products and how they can help you:
Dext Prepare – allows you to collect client paperwork, accurately extract data and automate processing into any general ledger, streamlining your workflows so team members can work more closely with clients. It's the 4.7 star rated tool used by over 1 million people.
Dext Commerce – saves you time by automating your client’s sales data retrieval from online eCommerce marketplaces and digital payment methods. Get an overview of their sales performance and ensure sales tax compliance, no matter where they sell in the world.
Dext Precision – intelligent data cleanup, bookkeeping, and compliance tools designed for Xero and QuickBooks Online professionals. Identify mis-codings, track key liabilities, and spot unwanted changes to historical data.
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