Dawn Brolin and Eric Green will walk through how they make sure all documentation is present, how it is used in both the tax return preparation and tax debt resolution practice, and how documents are delivered to clients in a safe and secure way.
Resource Category: Events & Webinars
Practical Strategies to Secure Your Firm: Insider Tips from an Accountant and Former Cybercrime Officer
In this 60-minute live webinar, you’ll have the opportunity to learn from these industry insiders as they share their knowledge on: Understanding the key cybersecurity threats and regulations impacting accounting firms Developing an effective Written Information Security Plan (WISP) Managing data access and shared responsibility in a digital practice Implementing robust incident response and reporting […]
Dawn’s Success Story: How a DMS Transformed Powerful Accounting
Dawn Brolin, CPA, CFE, and CEO of Powerful Accounting is a model example of how the right document management system and processes can have an impact on your bottom line. Discover why incorporating a DMS as a core part of her tech stack was essential for boosting overall efficiency, and why a DMS is critical […]
UltraTax Efficiency Hack: Replace FileCabinetCS with Modern, Reliable Tools
In this webinar, we’ll demonstrate how the SmartVault and Liscio integration offers a superior alternative for UltraTax CS users, providing: A unified system for source document collection to tax prep to filing returns A reliable, crash-free document management system Seamless client communication and document sharing Mobile-friendly access for you and your clients Scalable solutions that […]
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 […]
What to consider when building a self-sustaining firm
Bringing unique perspectives, you’ll hear how Nick Boscia, CPA strategically chose the right technology to reduce disruptions in his firm. While Nick Sinclair, CEO of TOA Global equips accounting firms with offshore support and drives home how these remote staff members succeed based on the workflows and cloud-based tech you provide. This session will equip […]
Help Wanted: Winning the War for Talent During the Accounting Hiring Crunch
Is your accounting firm struggling to attract and retain qualified talent? You’re not alone – the profession is in the midst of a hiring crisis. In this panelist webinar, you’ll hear from top accounting leaders about the root causes of this crisis and what your firm can do to get ahead of the talent crunch. […]
Records? What Records? What To Do When the Client’s Records Are Less Than Stellar
Do you know why there are more than 11.3 MILLION non-filers? Yes, there are some lazy folks who cannot be bothered, and others who have had horrific things happen to them, but more than half of the cases that come to us at Green & Sklarz LLC tell us they do not have the documents […]
Effortless Accounting Automation: The SmartVault and Ledgersync Advantage
In this webinar, you’ll discover how other accounting firms save time, maintain data security, and improve efficiency – powered by an integration with SmartVault and Ledgersync that unlocks seamless and secure accounting automation. Discover how SmartVault and Ledgersync’s integration: Makes collecting client source documents simple and modern Automatically extracts data from banking transactions, statements, and […]
Managing New Rep Clients, Documents and Deadlines
So the client is finally ready to get moving on resolving that back tax debt. And what you receive is a pdf of 350 pages of junk! The pages of your engagement letter and mixed in with bank statements that are out of order and scanned upside down, the utility bills are mixed in and […]
3 Quick Process Improvements to Future-Proof Your Credit Union
Keep data protected, documents organized, and teams aligned with modern workflows. Join us for an insightful webinar, in partnership with CU Broadcast, where we’ll show you how to streamline three critical areas: loan origination, document management, and cross-departmental collaboration. Key Takeaways: Learn how to accelerate your loan origination process to increase convenience for members and […]
Cracking the Client Data Problem: Creating a 24/7 Flow of Data
Don’t let clients make your life difficult! You’ll learn how to ensure high-quality data flows to and from clients are quick, effective and seamless. As a result, chasing clients becomes a thing of the past, and you can respond near-instantly to any client request—from creating management accounts, to simply assisting with everyday queries. There’s even […]
How to Keep Sensitive Financial Information Safe in 2024
In this engaging webinar, expert and SmartVault CISO Luke Kiely, a former law enforcement expert with decades of experience in cybersecurity, will answer these questions and more to ensure financial institutions feel confident adopting secure technology that keeps sensitive financial information safe. In this webinar, you’ll: Explore the common types of cyber attacks or vulnerabilities […]
How to Increase Workflow Efficiency at Your Financial Institution
In this webinar, expert Steven Ha of SmartVault will introduce you to a document management and client portal system that will streamline workflows across your customers, departments, and devices. This will create a seamless experience for teammates and customers alike. In this webinar, you’ll learn how to: Adopt new technology and streamline your loan and […]
Mastering IRS Representation: Tax Season Mistakes That Create IRS Enforcement
This incredibly popular program will cover the mistakes practitioners make during tax season that can cause the IRS to start enforcement action through an audit or collection. Learning Objectives: Identify the common mistakes made by practitioners during tax season that can trigger IRS enforcement actions, such as audits or collections Recognize the potential consequences and […]
Practice Priorities for CPAs in 2024
Now’s the time to get started on your strategy for improving how your firm approaches these essential practice priorities so you can future-proof your practice. In this webinar, you’ll join three real-life CPA firms and receive actionable advice from each of the panelists to help you implement your own tech and practice management tools. You’ll […]
Streamlining tax season – year end prep for upcoming filing deadlines
Join our panel of experts for an info-packed webinar revealing easy wins you can implement now to get ahead of the January deadline rush. We’ll provide actionable tips to optimize your workflows and avoid the scramble as the year wraps up. Learn: How firms can identify potential challenges early in the tax season and take […]
Transform Your Firm with Integrated Document and Practice Management Solutions
Using a DMS & PMS in silo is great, but the ultimate way to supercharge your workflow ahead of tax season is by connecting them. Manage not only your tasks, your data, your documents, but also your time and profit margins. Expect to learn: Why Dawn connected SmartVault and Financial Cents Tips on how to […]
Mastering IRS Representation: Helping non-filers get back into the system
The demand for help from practitioners is overwhelming, and very few attorneys handle these cases. The opportunity for CPAs and EAs to help non-filers, resolve the issue, and add a lot of money to their bottom line has never been better. Join Attorney Eric Green as he explains where to find these clients, how to […]
How to Communicate your Cybersecurity Plan to Clients and Staff
Now that you’ve created a cybersecurity plan, learn best practices to communicate it to your clients and staff. In this webinar, Elizabeth Manso, CEO at Brigade, a progressive accountancy firm, joins Luke Kiely and Seth Fineberg to talk about what worked well at her firm and how she communicated her plan effectively. We will share […]