The Fastest 1040 Tax Prep System for Accountants (Save HOURS per Client) скачать в хорошем качестве

The Fastest 1040 Tax Prep System for Accountants (Save HOURS per Client)

📈 Make the connections to take your firm to the next level. Join my private community of 600+ tax & bookkeeping firm owners: https://jasononline.link/280C 👉 Download my app database + tech stack planner: https://jasononline.link/280A 💰 (Sponsor) Karbon For Clients - the practice management platform that centralizes client communication, task tracking, and secure file sharing so you can eliminate email chaos and deliver a modern experience: https://karbonhq.com My name’s Jason. I used to run a $5M accounting firm. Now I help accountants around the world build better firms. I'm the founder of a 500-firm private community that's shaping the future of small firm ownership for the better. In this video, I break down 11 steps to run a more efficient 1040 tax prep process—based on work I've done with with 2,000+ real firms. Whether you're just starting out or leading a seasoned team, you'll find ways to reduce friction, boost margins, and stay ahead as AI reshapes the workflow. 👂 Join 1,500 other accounting firm owners listening to my daily podcast:    / @jasononfirmspodcast   //Chapters 00:00 – Efficient 1040 Workflow 00:35 – Smart Client Onboarding 07:54 – Schedule With Strategy 12:24 – Streamlined Intake 19:53 – Organize Workpapers Fast 26:32 – Handle Client Requests 30:33 – Frictionless Data Entry 33:14 – Sharp Self-Review 35:28 – Tiered Review Process 40:11 – Sign & Send 40:38 – Hands-Free Billing 45:28 – Automated Delivery 50:27 – Final Takeaways