If automation is the way to leverage and save 65% of your staff time and increase your bottom line, what should everyone be doing right now to assure this all comes together when the IRS releases the tax forms in a month? Join us for this in-depth review of setting up your software so that you come out of the gates with everything automated and in-line for a great 2024 return filing system We will cover data security, automating the tax organizer and why it is so critical that tax clients complete the organizer, and how to make sure returns are done as efficiently and accurately as possible. We will also cover a few critical mistakes we see all the time that happen during tax season and show you how to avoid walking into them.