Tax System Automation: From Tax Return Preparation Through Tax Debt Resolution

Join Dawn Brolin (Designated Motivator) and Eric Green (Tax Rep Network) as they walk you through how the utilize SmartVault to automate their return and resolution practices to save hundreds of hours and over $100,000 of billable time and avoid countless headaches, from both the tax preparation side as well as the tax rep side. They will walk through how they make sure all documentation is present, how it is used in both the tax return preparation and tax debt resolution practice, and how documents are delivered to clients in a safe and secure way.