While QuickBooks® Connect is still a few weeks away, I am already pumped for it—and excited to bring a new level of motivation and education to the event, so that you can leave with the tools you need to tackle tax season with ease!

My session at QuickBooks Connect will help you reassess your success before tax season, so that you are prepared to be as productive and profitable as possible. I believe this is so important for all practitioners. We need to be willing to graduate from things that aren’t working, and adopt new tools and tactics in order to advance our firms and grow our own expertise as well.

This is what we will focus on in my session: “Reassess Your Success: Maximize Your Tax Workflow Productivity with Integrated Technologies.” My goal for those who attend is for you to not only understand which technologies to leverage in order to maximize your tax workflow productivity, but also how to use them to accomplish more each and every day.

I will be honing in on the exact implementation structure that I have used with my tax tech stack to help you make key changes that can translate into huge productivity wins, and new levels of profitability to support a streamlined client experience and more work-life balance.

Specifically, I will show you the things I have done in my own firm that have allowed me to transform my tax workflow by syncing key technologies with my Intuit® tax software, and enabling my team to automatically obtain and track all of our clients’ documents.

Of course, we’ll also cover the overall efficiency of the technology solutions you are using, so that you have every possible advantage to have your best tax season ever. Let’s reassess our success together at QuickBooks Connect. I look forward to seeing you there!