7 tips to quickly remove bottlenecks in your tax workflow

Tax season in the US is knocking on the front door.

Are you and your team completing work at the desired pace? Are you struggling with the same bottlenecks in your workflow that stalled progress last season? Do you know where things stand today and whether your team can get through all the work by the deadline?

In this webinar, Ian Vacin is joined by Karbon experts to showcase 7 effective tips that you can apply right now to remove the most common roadblocks and stressors during this year's tax season.

Register to learn how to:

  • Effectively collect client information and minimize the chase

  • Utilize FIFO (or LIFO) to ensure the proper prioritization of tax work

  • Identify and troubleshoot bottlenecks in your tax workflow

  • Distribute work and gain real-time visibility over work statuses

  • Get dashboards to visualize your tax work burn down (and when to start filing extensions)

  • Leverage automation to keep clients informed as tax work moves through key stages

  • Set up, move, and serve tax clients from tax preparing to tax planning

Plus, learn about key tax strategies and gain access to best practice tax workflows.

Not ready to make these changes at the moment?
You can still register to keep these practical tips in your back pocket for next year (we'll send you a recording after the session).

Ian Vacin
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.

Ian Vacin