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Lorem Ispum Dolor Software CTA

We are thrilled to announce an upcoming webinar, featuring a distinguished guest speaker, Dawn Brolin. Mark your calendars for September 13th at 1 PM CST and prepare to embark on a transformative journey that will reshape the way you approach tax preparation.

Mastering Administrative Efficiency: A Preview of What’s to Come

Time is your most valuable resource, and Dawn Brolin is here to guide you on an exhilarating exploration of how to maximize it. With a wealth of experience and insights at her disposal, Dawn will unveil strategies to drastically reduce administrative burdens and create newfound efficiencies. Imagine streamlining your workflow before even embarking on the initial stages of return preparation. Dawn’s expertise will empower you to establish a seamless process for effortlessly obtaining and tracking all necessary client documents well in advance. Say goodbye to last-minute scrambles and hello to a stress-free preparation season!

Unleash the Power of Synchronization

Syncing is not just for music playlists – it’s a game-changer for your tax workflow too. Dawn Brolin will delve into the art of synchronizing key technologies with your Intuit tax software. Discover how this synchronization can amplify your capabilities, enhance accuracy, and elevate your practice’s performance. Dawn will unravel the secrets of harmonizing your tools for a symphonic tax season that leaves no room for dissonance.

Mental Preparedness: The Key to Tax Season Success

As the adage goes, preparation is the key to success. Dawn recognizes the importance of mental preparedness and will share invaluable insights to help you brace for the upcoming tax season, regardless of the range of services you offer. Discover techniques to fortify your mindset, boost your confidence, and navigate the challenges that lie ahead with resilience and poise.

Tech Innovation and Your Practice

In the dynamic world of technology, staying ahead of the curve is crucial. Dawn Brolin will guide you through a comprehensive evaluation of your tech stack, offering illuminating perspectives on new technologies that could revolutionize your practice while keeping your clients data protected. From cutting-edge tools to game-changing software, you’ll gain a glimpse into the future of tax preparation and learn how to harness these innovations and security to your advantage.

Save the Date and Elevate Your Practice

The webinar featuring Dawn Brolin promises to be an unparalleled opportunity for professional growth and innovation. Whether you’re an established tax professional or just starting your journey, the insights you’ll gain from this event are bound to be transformative. Mark September 13th at 1 PM CST on your calendar and prepare to embark on a journey that will redefine your approach to tax preparation.

Watch the webinar on demand now.

INSIGHTS
What We’re Saying
Apr 30th, 2024
Secure and Streamlined: How Visory Powers Dawn Brolin’s Premier Accounting Apps Lineup 
In the fast-evolving world of accounting technology, cybersecurity and data management are paramount. Dawn Brolin, a respected CPA and an innovative thought leader in the
Mar 12th, 2024
Cybersecurity 101: The Basics Explained
The media hype and the sheer volume of information around cyber-security and cyber attacks, can be really overwhelming. We get it.  That’s why we are
Mar 12th, 2024
How Well Are You Protected Against Cyber Threats? Take our 5-Minute Cybersecurity Assessment.
We’re continuing our back to the basics cybersecurity series with a short assessment; no sensationalism, no fearmongering, no guilt – just the facts.  Our first
Feb 6th, 2024
The What, Why and How of a Cyber Attack
There is so much information out in the world around cyber-attacks and cyber security; much of the advice is unreasonable for small to medium sized
Feb 6th, 2024
Don’t Gamble with SEC Compliance: Assessing Your IT Vendor’s Capabilities
Is your current local IT vendor equipped to handle the rigorous demands of SEC audits for Registered Investment Advisors (RIAs)? In today’s complex regulatory landscape,
Jan 29th, 2024
The Future of AI in Cybersecurity
Artificial intelligence (AI), with its ability to learn, adapt, and predict, has emerged as a powerful tool in the arsenal of both cybersecurity professionals and
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