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What are the most effective strategies that bring tax clients on board? Find out here, plus how to apply those strategies in pursuit of your firm’s goals.
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About this webinar
Tax season is getting harder every year, but it doesn’t have to feel that way.
Join Karbon and StanfordTax to see how AI-powered organizers and binders help your firm get truly set up for success by simplifying document collection, improving prep accuracy, and reducing stress for your whole team.
You’ll see how leading firms are using Karbon and StanfordTax together to:
Automatically generate personalized client organizers in bulk with AI
Keep every document, task, and review step connected
Eliminate hours of manual prep and review
Create a calmer, more efficient tax season with complete workflow visibility
See why forward-thinking tax firms are getting organized with Karbon and StanfordTax, making tax season simpler, smarter, and far less stressful.
If you can’t join live, register to receive the recording.
Meet the Speakers
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