# CPA Masterclass / Fastest 1040 Workflow :: SuiteDash :: White Label Client Portal Software, CRM, File Sharing, Project Management, & Invoicing *Source: https://suitedash.com/cpa-fastest-1040-workflow/* > CPA Masterclass / Fastest 1040 Workflow :: Client / Customer Portals are 100% White Label Branded with your Logo, Colors & URL :: Project Management, CRM Functionality, Estimates & Invoicing, Time Management, Client File Upload, Tasks & Reminders and more CPA Masterclass / Fastest 1040 Workflow :: SuiteDash :: White Label Client Portal Software, CRM, File Sharing, Project Management, & Invoicing [Free Trial](https://suitedash.com/free-trial) [Login](https://app.suitedash.com/) ## The Fastest 1040 Workflow #### For CPAs, accountants, and bookkeepers, introducing… ## The Fastest 1040 Workflow (also can be applied to any business requiring onboarding + document signature) #### January 24th, 2023 at 1:00 PM EST FREE Event Limited Seats One Day Event ##### Detailed Overview and Walkthrough of how the Workflow is Built This webinar will include an overview of The Fastest 1040 SuiteDash workflow. This universally useful workflow focuses on the steps of the client journey as they relate to personal tax preparation, but the concepts can be applied to almost any business! With such a high client-involved process, automating the client tasks is key to maximizing the overall efficiency of the process. Focusing on internal workflows is good. Focusing on client-facing workflows is better. ##### Focus on New Features The webinar will discuss the newly released Dynamic Dashboard and PDF Signing functions. With these two new features, SuiteDash has truly become the one-stop shop for the entire 1040 workflow. ##### Meet Our Special Guest, Your Masterclass Guide…. **Mark Stovel** ###### FirmNexus = Connected + Scalable Firms [firmnexus.com](https://firmnexus.com/) Mark helps CPAs build sustainable businesses to work less while maintaining an incredible experience for clients. His work enables CPAs to run a thriving practice working only 35 hours per week! Mark started college to become an architect, however, after some business classes, he fell in love with the challenges that running a business presents. Mark graduated college with a Bachelor of Commerce degree in 2010 and became a CPA in 2013. After spending five years at one of the big four firms, Ernst + Young, Mark joined a small manufacturing company to run the financial and operations department in the oil and gas industry. In 2017, Mark, with his family, moved across the country, and prompted by his entrepreneurial fervor, he launched an entirely online CPA firm, servicing clients from coast to coast. In 2021, Mark decided to sell his online firm four years after starting it from scratch, earning a valuation 50% above industry standards. He then started a new venture to help other CPAs grow their firms, streamline their workload, and sell for a premium. Through his coaching community, Mark helps CPAs leverage technology to increase firm efficiency and profitability. He has combined his love of process improvement and technology to help other CPA and Bookkeeping firms create an incredible experience for their clients. Mark lives on a farm with his partner and they have three young daughters. He enjoys running, skiing, staying active, and helping CPAs regain their FREEDOM. ##### Scale the value of your Firm! Consolidate your workflows & save BIG on software costs SuiteDash is the ultimate All-in-One Business Software multi-tool, perfect for small to medium-sized businesses seeking to streamline and automate their systems & processes. Essential business tools are elegantly consolidated into a single pre-integrated and inter-automated platform 😎 Say goodbye to expensive & inefficient jumbles of “one-trick pony” software. 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