Getting the Tax Office Ready - 2025

Empower yourself with vital tools and knowledge to make the upcoming tax season a breeze.

This comprehensive webinar series offers education covering key subjects like engagement letters, cyber security, effective client interviews, how to review tax returns and of course the latest on BOI reporting!

Master the art of modernizing your tax practice through automation and the use of AI. The 6-hour mini-series "A.I. Intergration for Tax Professionals" is included in this series.

Keep scrolling to see the date and time for each webinar!

These webinars can also be purchased separately.

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Sessions in this Summit
  • 19 Things your Engagement Letter Needs: 2025 Update
  • Yet Another Update on BOI Reporting
  • How To Review Tax Returns
  • Cyber Security for the 2025 Tax Filing Season
  • Remote Workers: Securing the Remote Device
  • Battening Down the Hatches for the 2025 Tax Season
  • Getting Started with A.I.
  • Basics of Using A.I. for Tax Research
  • Adding an Effective Client Interview to your Workflow
  • Using A.I. for Recurring Tax Office Tasks

Get Started Now

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