Congrats on making it through another tax season of following up with clients for their key documents, hours on the phone with the IRS, and processes that caused you and your staff extra hours of work each week. Maybe you made some incremental changes from last year, but there’s always room for improvement.
In this webinar, we’ll share what went right with firms this year and the latest technology available to make your job more efficient. You’ll learn practical advice on things you can implement in your practice to actually make tax season easier.
Learning Objectives:
SmartVault
Director of Products
[email protected]
Daniel Fritz is the Director of Products at SmartVault. Daniel is in charge of driving strategic product decisions through customer interactions, cutting edge technology, and strategic partnerships.
Daniel brings more than 10 years of experience ranging from Sales and Marketing to Product Development across multiple industries in the technology space. Most recently, Daniel was Vice President of Products at Azalea Health, which is a rural focused SAAS electronic medical record that helps underserved healthcare providers improve patient care and profitability. Prior to Azalea Health, Daniel had the opportunity to work with some of the largest healthcare organizations in the world as the Product Manager of symplr, a leader in health care compliance and credentialing. At symplr, Daniel was recognized with the companywide (J.E.D.I.) award.
Daniel received his Bachelor’s degree and Health Information technology certification from the University of Texas at Austin.
Intuit Accountants
Product Specialist
[email protected]
(916) 798-4604
Kevin Reinard has been with Intuit for over 34 years. He has served Intuit customers in various functions, including product management and sales. Kevin’s expertise has been focused largely on customer-training activities, including webinars, recorded videos, and face-to-face events. Kevin is a Registered CA (CTEC) tax preparer.
Goldstein & Loggia
Administrative Manager
Karina Khatanova is an Administrative Manager at Goldstein & Loggia located in Manalapan, New Jersey.