How to Automate Tax Engagement Letters in Ignition - February 21, 2023
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IntuitGabi
IntuitGabi
How to Automate Tax Engagement Letters in Ignition - February 21, 2023
START DATE:2/21/2023
START TIME:12:00 PM CST
DURATION:60 MINUTES
ABSTRACT:
Do you want to streamline onboarding, automate engagements and eliminate accounts receivable for your firm? Join Ryan Embree of Ignition and Josh Lance of Lance CPA Group to learn how you can scale your revenue and win high value clients with Ignition.
Ignition brings together everything you need to engage clients and get paid effortlessly in one place. From selling your services and creating impressive digital proposals, through to automated invoicing and payment collection, Ignition helps you to build strong relationships that work for you and your clients. Win win.
In this interactive, hands-on session follow along with accounting expert Josh Lance to get up and running fast with Ignition. He'll also give tips and share his experience for managing his own firm. You'll also have an opportunity to ask questions in an open Q&A.
Ignition brings together everything you need to engage clients and get paid effortlessly in one place. From selling your services and creating impressive digital proposals, through to automated invoicing and payment collection, Ignition helps you to build strong relationships that work for you and your clients. Win win.
In this interactive, hands-on session follow along with accounting expert Josh Lance to get up and running fast with Ignition. He'll also give tips and share his experience for managing his own firm. You'll also have an opportunity to ask questions in an open Q&A.
LEARNING OBJECTIVES:
By completing this webinar, you will be able to advise your clients on topics such as:
o How to create tax proposals in Ignition for 1040, 1120, 1065, and tax planning clients
o How to leverage Ignition’s proposal templates to fast track proposal creation
o How to streamline your sales process and upsell services by allowing your clients to choose from up to three proposal options
o Why getting payments (ACH and Credit Card) set up inside the proposal (instead of post-proposal) is a huge time saver
o Designing a compliant engagement letter engagement letter
By completing this webinar, you will be able to advise your clients on topics such as:
o How to create tax proposals in Ignition for 1040, 1120, 1065, and tax planning clients
o How to leverage Ignition’s proposal templates to fast track proposal creation
o How to streamline your sales process and upsell services by allowing your clients to choose from up to three proposal options
o Why getting payments (ACH and Credit Card) set up inside the proposal (instead of post-proposal) is a huge time saver
o Designing a compliant engagement letter engagement letter
SPEAKER:
Josh Lance CPA, LLC
Managing Director at Lance CPA Group and Head of Accounting at Practice Ignition
CPA & CGMA. At Lance CPA Group, I manage a virtual and remote team serving craft brewery and digital agency clients around the country. At Practice Ignition, I work with accountants to help them optimize their firm and how they can use Practice Ignition to better run their practice.
Event has ended
You can no longer attend this event.
Start:
Tue, Feb 21, 2023 12:00 PM CST
End:
Tue, Feb 21, 2023 01:00 PM CST
