In this webinar, we'll focus on creating proposals specifically for individual tax returns which will help to streamline your EOFY for 2024.
We'll be covering:
- Using templates to automate individual engagements
- Best practice billing options for individuals
- Leveraging options to provide flexibility to your clients
- How to collect fees through Ignition for a hassle-free tax season with Direct Debit
We’ll run a 15-minute Q&A directly after the webinar, where we can discuss questions as we lead into New Zealand EOFY!
Speakers
Ashlee Baron
Key Account Manager | Ignition
New Zealand born and bred, Ashlee moved to London in 2015 where she worked for a Wholesale Coffee Roastery. With 7+ years in the specialty coffee industry Ashlee found her passion for teaching colleagues and other businesses how to use software/technology leading her to the Customer Success team at Receipt Bank/Dext here in Sydney. Outside of PI life, she enjoys listening to podcasts, watching documentaries, seaside walks, and travelling the world.
Samuel Larkings
Key Account Manager | Ignition
AU
