2026 Project management for Tax Preparers; Improving Workflow, Efficiency, and Client Service (4Hr)

Description

This class is meant to help a practitioner run and properly manage their practice accordingly for tax repair; such as improving workflow, client service, and making it more efficient to approve the bottom line.

Topics:
Project Management
Essential Components for tax workflows
Gantt Charts
Client and Project Initiation
Key Engagement Letter Components
Risk Management
Collaboration Bottlenecks
Project Closing Issues – Client Billing

Learning Objectives:
Identify bottlenecks early and proactively
Provide structure that ensures consistency
Manage high volumes of data
Build a sustainable practice that leaves a legacy of trust and expertise
Identify Client Relationship & Scope Issues

To complete this course participants need to: Answer polling questions to meet NASBA / IRS / State Board of Accountancies requirements for attendance verification.

A course evaluation form is provided for your feedback. Participants have 1 year from the date of purchase/enrollment to complete this course.

Our Refund policy can be found at: https://cpeprime.com/cancellation-and-refund/