Dawn Brolin's Secrets to Building a No-Overtime Tax Practice

The ultimate playbook for firm and tax-practice leaders.

Dawn Brolin, CPA, CFE, and efficiency expert is ahead of the curve when it comes to transforming her tax practice. In this webinar she will be giving firm leaders a behind-the-scenes look at how she cut her tax prep time by over 50%, gaining maximum productivity and efficiency.

In this webinar you will learn how to seriously streamline every aspect of your tax prep workflow ahead of extension season and next year’s tax rush. Dawn will show you exactly how to structure your tax practice to optimize profitability while minimizing work time and overhead.

Dawn will share with you how she is redefining the way she runs her tax practice and tax season workflows to eliminate overtime, reduce the risk of burnout and incorporate more downtime and work-life balance even in the heart of tax prep season.

In this webinar you will learn:

• What steps you can take to improve your cloud-based tax workflow.
• How to reduce administrative time and create efficiencies both before and during return preparation, using the latest features from her accounting software.
• Exactly how Dawn transformed her tax workflow by syncing Liscio, Gruntworx, and SmartVault with her preferred tax software.
• How to create a collaborative client experience (CX) and secure, organized folder structure in the cloud with SmartVault and Liscio.