10 tips and 5 tools to boost your tax season productivity
This event is closed.
Get a head start on the upcoming tax season by fine-tuning your processes and exploring technology that can help you be more efficient.
In this session, Ian Vacin, co-founder and Chief Partnerships Officer of Karbon, will join StanfordTax, Liscio, Tallyfor, Intuit ProConnect, and Paro to share his top ten tax season productivity tips and showcase how these five tax tools can drive further time-savings for the tax season ahead.
Register to learn how to:
Save time this tax season with Karbon’s top 10 tax season productivity tips
Integrate Karbon with Intuit ProConnect
Set up modern and client-friendly tax questionnaires with StanfordTax
Create a professional client experience with Liscio
Turn books into tax workpapers with Tallyfor
Source US-based tax experts for flex staffing with Paro
This will be a jam-packed session with practical tips and live demos of each platform. If you can't join Ian live, make sure you register to receive a recording.
Co-Founder & Chief Partnerships Officer, Karbon
Ian is passionate about helping businesses be as successful as possible in order to positively impact the small businesses they serve. With 25+ years' experience in technology & process improvement and 15+ years of leadership experience in the accounting industry at Karbon, Xero, and Intuit, Ian is a recognized expert, innovator, and teacher.
Advisor, Paro for CPA Firms
Alex Loewenstein serves as Advisor to Paro for CPA Firms. He has 7+ years of experience working in the accounting space, driving change and innovation across accounting and other professional services firms. Alex provides opportunities for individuals to challenge the status quo as it relates to employment in our new environment.
Sr. Product Manager, Intuit
Boris Shmukler is a senior product manager with Intuit ProConnect. Over his 18 years of experience at Intuit, he's developed a profound understanding of the Intuit products and its ecosystem software. In his current role, he implements innovative strategies and applies his interpersonal skills to guide Intuit's product and customer teams.
Chris Farrell, CPA
Founder & CEO, Liscio
Chris Farrell, CPA is the Founder of Liscio, Inc. and serves as its Chief Executive Officer. Chris has more than 25 years of experience in the accounting, finance and software industries. Prior to Liscio, he co-founded and led SpringAhead and Tallie where he served as Chief Executive Officer.
He also served as the Chief Financial Officer of Occam Networks, the Corporate Controller of C-Cube Microsystems and as an auditor for Arthur Andersen.
He holds a Masters degree in Business Administration from UCLA’s Anderson School of Management and received his CPA license in California.
Co-Founder & CEO, StanfordTax
Dan Berenholtz is the CEO & co-founder of StanfordTax. Dan started his career at the IRS in Washington DC over a decade ago. He later attended graduate school at Stanford University, where he developed a passion for technology and automation. Today, Dan is focused on applying engineering principles and artificial intelligence to automate manual processes within the accounting industry.
Growth Leader, Tallyfor
Spencer started his career running the family business. After graduating from Berkeley, he moved into tech. His passion for SMB led to him being the founding US employee for both Xero and Unleashed (acquired by Access Group). Prior to Tallyfor, he ran global partnerships at SaaStr, where he worked alongside, and learned a great deal from the top GTM leaders in SaaS.