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Clearbiz takecontroldemo

TAKE CONTROL OF YOUR PERSONAL TAX RETURNS AND MISSING INFO: CLEAR BIZ DEMO

Cost Free
Presentation Length 1.5 hours

Recorded DateJanuary 18, 2016
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaOther
Course LevelBasic
Course Description

Do more personal tax returns in less time with Clear Biz.  Clear biz is specifically designed to help you take control of your personal tax season by allowing you to track each return and see exactly what the status of each return is and who is working on it.

You can easily record when your clients have brought in their paperwork and manage all of their missing information at a glance.

Learning Objectives

  • Examine the cost of not being organized during the busy personal tax season

  • Discuss the benefits of automating the personal tax process and look at the large positive impact that can have

  • Look at some tools that you can use to control some of the things that waste a lot time like missing information and paperwork

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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David Merritt

Clear Biz
Owner and Founder
[email protected]
(866) 423-8525 x107

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David is the owner and founder of Clear Biz and has spent many years working with accounting professionals across North America to continuously strive make Clear Biz a better and better tool for accounting professionals in the area of practice management

About Our Presenter

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Our company has been in business for 15 years and has concentrated our technology and efforts into building a practice management solution specifically for accounting professionals in North America. We have just recently focused more our attention to selling our product in the United States and are now becoming more visible as an industry leader for practice management for accounting professionals.