NTA2325. Tax Practice Resiliency

Time Management & Productivity - Block & Tackle So Your Team and You Can Serve Your Clients Better In the present era, our teams are more streamlined, clients have higher expectations from us, and we demand more from ourselves compared to the past. The challenge lies in accomplishing all this within a 24-hour timeframe while ensuring we still get enough rest to have a good night's sleep. During this session, we will provide you with valuable insights on harnessing technology to enhance efficiency, enabling you to better serve both your clients and yourself.

Learning Objectives:

• Distinguish how culture impacts staff retention
• Identify an efficient time management plan to make tax season less stressful
• Determine how AI can impact efficiency and getting your brand known