How confident are you that your ITR process is compliant, efficient and priced to protect margins?
ITR work can quickly become a source of compliance risk, manual follow-up and underpriced engagements when proposals, approvals and renewals are handled inconsistently. This session is built for firms that want to get the essentials right, from scope and sign-off to payment and pricing, without adding more admin during tax season.
Join Brendan Allen and Khang Ngo from Ignition as they share how to stay on top of ITR compliance requirements, benchmark your pricing with AI Price Insights, and create a smoother path to signed approval and upfront payment.
What you’ll learn
- Stay on top of compliance obligations with clearer scope, client approval and upfront payment before work begins
- Create, send and renew ITR proposals faster with ready-made templates, bulk workflows and less manual follow-up
- Use AI Price Insights, proposal options and add-ons to quote with more confidence and protect margins
- Get a first look at how Ignition's MCP can help you identify ITR proposals in bulk
Register to see a more compliant, efficient and profitable way to manage ITR work this tax season.
Speakers
Brendan Allen
Manager, Key Accounts Team | Ignition
Brendan is senior account manager at Ignition. He has worked with client portfolios in account management roles for 14 years and has developed strategies to help deliver the best value to his customers. He enjoys building rapport through delivering best practice techniques to help scale businesses that he works with. In recent years, Brendan has sharpened his skills in the accounting and professional services ecosystem with a particular focus on improving business to client relationships. He now heads up a team of seven account managers whose primary focus is partnering with professionals globally to help build successful client management processes.
AU
