Improve your client communication throughout the year and provide more value to your clients with additional advice by using the software that streamlines your tax planning.
Join Scott Peeler-Hammond, Head of Sales at ChangeGPS, on this webinar to learn how you can use TaxPlan all year round to improve the value you provide your clients, protect your Firm and improve your software ROI.
Agenda
Year-Round Resources
TaxFlow Report - Automating your PAYG details
Multiple ways to use Scenario Comparison Report for your clients
Advanced Reports that your clients need now!
Presenter
Scott Peeler-Hammond
Head of Sales
Scott joined ChangeGPS in mid-2022 after spending 18 plus years in service and technology sales. He spends his time not just helping the leaders of accounting firms understand how to make more money, do the work faster, and most importantly get more love for the value they bring to their clients but also helping these leaders train their team to be able to grow together.