With 30 June just around the corner, now’s the time to revisit your client engagement process for individual tax returns. In this live CPD-accredited session, experts Ethan Cooney and Georgia Smith will walk you through how to stay compliant, avoid admin chaos, and ensure you’re never chasing a payment again.
Whether you’re dealing with late sign-offs, scope creep or unpaid invoices—this practical session will show you how to take back control and boost profitability this tax season.
Access on demand – Fill in your details below.
Why you should attend:
Stay compliant – Understand your obligations and avoid common ITR engagement risks.
Get paid, every time – Use automation to ensure upfront acceptance and payment before work starts.
Reduce admin – Ditch the manual tasks and streamline your end-to-end process.
Boost efficiency & margins – Cut turnaround times, minimise scope creep and quote with confidence.