IRIS Certified Episode 1: Make tax season less taxing

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About this webinar:

Busy season’s on the way. But how do you save precious time without burning through your budget? 

This webinar is all about spending as little as possible, including on your accountancy tax software. 

The secret, our experts will explain, is to make the most of the solutions you have. 

What this webinar on saving money covers:

• Creating an e-checklist for personal tax. 
• Importing data from 3rd party bookkeeping software without re-keying or exporting/importing files. 
• How to chase client information efficiently. 
• How to have a good overview of everyone’s work throughout busy season. 
• Smart ways to re-assign work. 
• Tips for using existing data to deliver an even more stellar service. 

Speakers:

Andrew Parker- Principle Consultant, Professional Services, IRIS Software Group