Maximize Efficiency in Your Client Engagements This Tax Season

Описание к видео Maximize Efficiency in Your Client Engagements This Tax Season

Looking to automate your tax processes? Discover ShareFile's U.S. Individual Income Tax Return Solution in this webinar! Learn how this end-to-end tool simplifies federal tax return engagements with:

Streamlined onboarding and intake forms
Automated engagement letters
Ready-made PBC list templates
Efficient client and team collaboration
Secure file transfers and e-signatures on IRS Form 8879

Watch now and find out how you can try it in your account for 30 days!

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