Scaling New Heights

Advanced Training for Accounting Professionals

Supercharge Your Firm's 1040 Data Gathering and Utilization Processes

Speaker(s): Rob Smith

For tax pros it's all about efficiency. You’ve got great tax software in place to help get those tax returns done. You’ve notified clients of your deadlines. But then clients drag their heels sending their documents in, and when you do get them, it is time-consuming to organize and summarize what they've sent you. Did clients send everything you asked for? What’s missing?

It's vital you have a crystal-clear process that ensures you get the right documents from clients, that they are sent securely and on a timely basis, and that you can easily summarize and annotate them so your tax staff can input them efficiently.

Rob Smith will share best practices to create a process that ensures that once each client’s 1040 document set is sent to the tax team, it's complete, accurate, and leads to total efficiency.   The software he will use to demonstrate this process is Microsoft 365 (Teams, Sharepoint and OneNote) and he will touch on using Liscio to ensure you get clients to send their documents on time.

If your firm uses inexperienced or seasonal tax staff, or you simply want to learn new ways to gather, track, and layout your tax documents efficiently, this course is for you.

 Note: This course comes with a comprehensive step-by-step guide so that attendees can replicate what they learn when they are back in the office.

Learning Objectives:

  • Discover a client-friendly and affordable way to get 1040 documents securely and on time
  • Learn an easy-to-implement process for gathering, tracking, and summarizing client 1040 documents using the Microsoft 365 Suite
  • Learn how to easily annotate documents as they come in, including removing unnecessary or extraneous information before adding to the summary PDF.

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