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Leading edge solutions that are always working to maintain the integrity of your firm’s IT backbone

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Best in class security to protect your firm’s data and technology

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Revolutionize your next tax season with added efficiency and mobility

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We’ll help you develop and implement the right cybersecurity policies and protocols to keep your firm secure and in compliance with regulatory guidance

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We’ll help you develop and implement the right cybersecurity policies and protocols to keep your firm secure and in compliance with regulatory guidance

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Protection where people and their machines intersect

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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.

What We’re Saying
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
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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,
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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
Jan 29th, 2024
Cybersecurity Awareness Training for Employees
In the intricate world of digital defense, your employees are the formidable frontline. They can either be the shield that deflects a potential information security
Jan 19th, 2024
Empowering RIAs: The Crucial Role of SOC 2 Type II Certified Cybersecurity Vendors
The dynamic world of financial services mandates robust cybersecurity measures, especially for Registered Investment Advisors (RIAs). Partnering with SOC 2 Type II certified cybersecurity vendors
Jan 8th, 2024
A Secure Start: Why it’s Essential to Review your Cybersecurity Strategies with your Managed Service Provider in the New Year
Reflecting on our cybersecurity strategies is crucial as we usher in a new year filled with possibilities and opportunities. The digital landscape is constantly evolving,
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