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UID:10001310-1733918400-1733922000@www.naea.org
SUMMARY:❌ CANCELLED: Transforma la Experiencia de tus Clientes y Optimiza tu Productividad con TaxDome
DESCRIPTION:Transforma la Experiencia de tus Clientes y Optimiza tu Productividad con TaxDome\nDescubre cómo TaxDome puede revolucionar la manera en que trabajas y te conectas con tus clientes. En este webinar\, exploraremos herramientas clave como el Portal de Clientes\, la Automatización de Flujos de Trabajo y el Proceso de Incorporación de Clientes. Aprende a optimizar tus procesos\, ahorrar tiempo\, y proporcionar una experiencia de cliente excepcional que impulsará la productividad de tu firma. \nAgenda \n\nExplorar cómo el Portal de Clientes mejora la comunicación y simplifica la recopilación de documentos.\nDescubrir cómo la Automatización de Flujos de Trabajo elimina tareas manuales y agiliza los procesos.\nAprender las mejores prácticas para incorporar clientes de manera eficiente y sin complicaciones.\nIdentificar estrategias para mejorar la satisfacción del cliente mientras se mejora la productividad de la firma.
URL:https://www.naea.org/event/transforma-la-experiencia-de-tus-clientes-y-optimiza-tu-productividad-con-taxdome/
CATEGORIES:Featured on Homepage
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DTSTART;TZID=America/New_York:20241211T140000
DTEND;TZID=America/New_York:20241211T150000
DTSTAMP:20241209T233051
CREATED:20240419T141146Z
LAST-MODIFIED:20241209T214712Z
UID:10001200-1733925600-1733929200@www.naea.org
SUMMARY:❌ Cancelled: TaxAct Professional Software Demo
DESCRIPTION:During this webinar\, Sean Taylor – Director of Sales\, will provide attendees with a demo of TaxAct Professional and answer any questions you may have about the software. If you are interested in seeing our software’s flow or are thinking about switching software’s in time for TY24\, you won’t want to miss this virtual event. Register below to attend. We look forward to hosting your soon! \nLearning Objectives:\n– Overview of TaxAct Professional\n– Demo\n– Client Manager\n– Software Flow / Completing a Return\n– Q&A vs. Forms View\n– Data Conversion\n– Year-Over-Year Import\n– eSignature\n– Powerful Reporting + Tools\n– Notable Software Updates Coming for TY24\n– Questions\n– Contacts and Important Links
URL:https://www.naea.org/event/december-taxact-demo/
CATEGORIES:Featured on Homepage
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241211T160000
DTEND;TZID=America/New_York:20241211T170000
DTSTAMP:20241209T233051
CREATED:20241126T200045Z
LAST-MODIFIED:20241206T214917Z
UID:10001309-1733932800-1733936400@www.naea.org
SUMMARY:❌ CANCELLED: Elevate your client experience and streamline your workflows with TaxDome
DESCRIPTION:Learn how TaxDome can transform the way you manage your practice and engage with clients. In this webinar\, we’ll dive into essential features like the Client Portal\, Workflow Automation\, and Client Onboarding. Discover how to streamline your processes\, save time\, and provide a top-tier client experience that drives efficiency and growth for your firm. \nAgenda \n\nUnderstand how the Client Portal enhances client communication and document exchange.\nLearn how Workflow Automation eliminates manual tasks and simplifies complex processes.\nExplore best practices for efficient and seamless client onboarding.\nIdentify opportunities to improve client satisfaction while boosting your firm’s productivity and scalability.
URL:https://www.naea.org/event/elevate-your-client-experience-and-streamline-your-workflows-with-taxdome/
CATEGORIES:Featured on Homepage
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