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Scaling During Tax Season

Self-paced learning
Launch course

1 CPE credit

2 Advisor credits



Learning objectives

For many, the goal of tax season is simply to survive. But with the right tools, best practices and foresight, you can use this busy time to grow and scale your firm. Hear from our panel of experts as they share their top technologies – and tips for attracting new clients.

Publication date: January 16, 2017

Course outline

    • Must have tech to streamline workflow
    • Seasonal marketing tips and tricks
    • Top value-add client services

Pre-course preparations

There is no pre-course preparation required.

Topics covered

  • End of Financial Year
  • Xero HQ
  • My Xero

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