The clock is ticking and the extension deadline is getting closer. In addition, our need to provide tax planning for your clients is also at its height. Join us as we will work through the proactive approach to getting through this portion of the season with tools such as SmartVault Bulk Email, Docusign Integration for Signatures, and more.
- Learn about setting deadlines with your clients to ensure a smooth end to the extension season
- Understand the importance of being proactive with your clients on extension
- Learn how to send bulk emails for the purposes of extension season
- Evaluate your current process for extensions
- Learn best practices for extensions and adjust your 2020 tax season procedures to incorporate expectations