TaxNext Pro Team Management & Workflow Optimization

Join the TaxNext Pro Team Management & Workflow Optimization Event!

Course Overview

This comprehensive training course is designed for professional tax preparers who manage teams or work with subordinates. Participants will learn to leverage TaxNext Pro's multi-user capabilities to build efficient, secure, and scalable tax preparation practices.

What You'll Learn

Administrative Controls & Security: Master the setup and management of customizable user roles and permissions, ensuring each team member has appropriate access while maintaining data security and compliance standards.

Collaborative Workflow Design: Discover how to create seamless workflows that allow team members to work simultaneously on client files, upload documents, and track progress—whether in the office or remotely through the cloud-based ProWeb platform.

Client Service Excellence: Learn to coordinate team use of integrated tools, including the TaxesToGo® mobile app and secure client portal for document collection, e-signatures, and client communication, all while maintaining oversight of client interactions.

Practice Growth Strategies: Understand how to scale your business effectively by distributing tasks across your team, from initial document scanning and data entry to final review and e-filing, maximizing the unlimited filing capability without per-return fees.

Team Onboarding & Development: Utilize TaxSlayer Pro's training resources and on-demand webinars to quickly bring new team members up to speed, reducing your training burden while maintaining quality standards.

Who Should Attend: This course is ideal for professional tax preparers, firm owners, and practice managers looking to expand their operations, improve team efficiency, and maintain control while delegating responsibilities effectively.