Webinars  /  Boost efficiency  &  Automate your business  &  Embrace technology  &  Optimize your processes  /  Tax Season Success: Master Client Engagement...
53 mins 08 Dec 2023

Stop merely surviving tax season and start thriving! Take immediate action to turn it into an opportunity for growth and profitability. Join us in this hands-on webinar as we delve into how Ignition's groundbreaking integration with Intuit ProConnect can be a game-changer for your tax practice. Discover actionable strategies to engage clients rapidly, automate billing seamlessly, and elevate your firm's profitability.

About the session

In this must-attend webinar, you will be able to:

Unlock multiple revenue streams: Activate and utilize Ignition’s Tax Planning and Advisory proposal templates to diversify your offerings and scale your firm's revenue through tiered pricing.

Revolutionize client engagement and payment: Master the action steps for bulk client engagement and implement strategies for automated invoicing and immediate payment collection.

Engage tax clients seamlessly and make tax season a breeze: Familiarize yourself with the brand new Ignition + ProConnect integration. Learn how to easily import your ProConnect clients into Ignition, filter clients by return type and send tax proposals to multiple clients in minutes.