In order to effectively manage a heavier workload and retain top clients, your firm must deliver a level of service that clients can’t get anywhere else. This means getting ahead of change and competition. Changing your tax software might seem daunting, but the benefits of changing can positively impact every aspect of your firm. Getting ahead of change allows you to see immediate benefits—including increased efficiency, higher volume of returns, higher-paying clients, and long-term company growth. Hear from our expert panel on how to get ahead of change and get the most out of tax season.

Learning Objectives:

• Determine how to manage a heavier workload and retain top clients


• Identify the immediate benefits of getting ahead of change


• Give examples of how to get the most out of tax season