Tax Representation Workflow Class
Thu, Oct 10
|Online
Have you ever wondered what should happen after a client retains you for representation? This class will walk you through what your client's journey should be like from onboarding to offboarding, and everything in between, including the ideal software for you to use.
Time & Location
Oct 10, 2024, 11:00 AM – 12:30 PM EDT
Online
Guests
About the event
Have you ever been hired for tax representation and then thought to yourself, what should I do next?
If so this class is for you. Timalyn will walk you through what to do as soon as the prospect turns client, and is ready to play. Together you will see what software Timalyn uses to create engagement letters, 2848s, send invoices, and track client communication and notices.
At the end of our time together you will have an example workflow that you can implement in your own business to make your client's journey smooth during your time together.
Tickets
- Sale ends: Oct 10, 10:50 AM EDT
Tax Representation Workflow
$100.00
Total
$0.00