Cut the Chase: Finding the Hidden Hours in Your Firm’s Workflow

About Event

Firms everywhere are swamped during tax season, and everyone wishes they could add headcount. But what if we told you that capacity you’re wishing for is already there, tied up in endless hours of client coordination and document chasing? Yanelys (Yani) Marx, CPA will share her secrets to building a more efficient workflow tech stack during busy season, and tax solutions consultant Joe Wrobleski will share the perspective of someone who’s helped firms of every size do the same. You’ll come away with a clear, practical picture of how to reclaim the hidden hours in your tax workflow without adding tools or complexity. Bring your questions — there will be time to dig into the specifics that matter most to your practice.