Back to your search

Scaling During Tax Season

Self-paced learning
Launch course

1 CPE credit

2 Advisor credits

Free

1 HOUR 50 MINUTES

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

More courses you might be interested in

Embrace Your Superpower

Learn how to harness and apply your super powers toward intentional risk-taking. View course

Video learning - 1 HOUR

New - 2 Advisor CREDITS - 1 CPE CREDIT

Scaling During Tax Season

Note: You only need to complete one  of two to receive credit for this course. Grow and scale your practice during tax time, with help from our panel View course

Self-paced learning - 1 HOUR 50 MINUTES

40 Advisor CREDITS

Xero Advisor Certification (Self Paced) without CPE credit

Get a good grounding in the key principles to convert clients, work in Xero and analyse reports View course

Self-paced learning - 4 HOURS

Still not what you're looking for?