Navigate the Election Results: Prepare Your Tax Business for What's Next - Part 1
Navigate the Election Results: Prepare Your Tax Business for What's Next - Part 1
Are you prepared for potential changes that could impact your tax business? During part one of this two part series, Jared Ballew, VP of Government Relations, Taylor Rodier, Legislative Affairs Manager, and John Sapp, VP Brand Relations, will examine potential regulatory changes and upcoming tax legislation, providing you with knowledge to help your tax business prepare for what's next.
Other similar videos
Get a guided tour of the new Workflow and see how it streamlines task management, improves team visibility, and keeps every return moving efficiently from start to finish. We’ll highlight what’s new, how the updated interface supports your daily processes, and how Workflow helps your team stay organized and on track.
As online communication and storage become the new norm for the tax preparation industry, data thieves have taken advantage of more opportunities to steal sensitive taxpayer information. Having a Written Information Security Plan and understanding your obligations while adopting appropriate policies can be essential to your Success.
Chasing client documents doesn’t have to slow you down. Join us for an overview of Drake Portals and see how its latest enhancement helps you collect documents faster with automated organization and built-in task tracking.