For CPAs, accountants, and bookkeepers, introducing…

1040 Tax Prep + Accounting Workflows

(also can be applied to any business requiring onboarding + document signature)

Detailed Overview and Walkthrough of how the Workflow is Built

This Masterclass will provide an overview of how to utilize SuiteDash’s array of unique tools to construct efficient 1040 Tax Preparation and Accounting Workflows aimed at enhancing process efficiency and optimization.

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.

With 1040 Tax Prep + Accounting Workflows you will focus on; creating service specific workflows to guide your clients smoothly through their required tasks, using internal dashboards to track what step every client is, and leverage the unique Circle, Dashboard and Portal Page architecture to easily guide clients to the service steps that need their attention.

Focus on New Features

The Masterclass will discuss some of the newly released features and how they can unlock speed in your Accounting or Bookkeeping firm. These features include: Chat with Clients, Landing Pages, the CRM Filter Block, and the Upload & Download Blocks.

Meet Our Special Guest

FirmNexus = Connected + Scalable Firms

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!