Discover how the cloud simplifies the work of tax season. Xero Partner, Jay Kimelman, CPA CITP, identifies three challenges his firm faces during tax time and how he uses cloud technology to tackle these head-on. Join us for a better understanding of new solutions that streamline, organize and add value & even during your busiest season.
- A quick evolution of cloud technology
- Examples of online solutions in practice
- Tips and tricks for updating client write-up processes
- New and emerging solutions for a modern practice
There is no pre-course preparation required.
- Practice Manager
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
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
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