Traditional 1040 organizers, manual data entry into tax software, and snail-mail tax return delivery are things of the past. Today’s tech-savvy firms use Artificial Intelligence, mobile apps, paperless workpapers, and scan-and-populate to streamline processes. In this software demonstration, we’ll show a completely digital, end-to-end 1040 tax return solution. You’ll see how it lowers costs, increases efficiency, and improves the client experience.
Results-driven business development leader with over 13 years of experience as a business consultant and sales and marketing professional. Proven achievements in providing consulting services, recommending software solutions, as well as the identification of outsourcing opportunities. Repeated success in marketing and sales strategy development and implementation.
Assisted in the growth of top-line revenue, bottom-line profits, and market share while delivering quality customer service. Leverages strong communication skills to build trust with decision-makers, forge strong partnerships, resolve concerns, and close business. Exceptional record of migrating initial engagements to business relationships.
CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
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