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Maximizing the true profit potential of your practice during tax season is only possible if you have A-players on your team. SmartVault has been part of Accountant and Certified Fraud Examiner Dawn Brolin’s starting lineup for more than 10 tax seasons. In this session, learn why Dawn considers SmartVault the Most Valuable Player in her tax season workflow—before she even starts a tax return!
Dawn will share with you all of her time-saving, productivity-boosting tax season workflows to help you maximize the power of SmartVault’s integrations with other key players in Dawn’s tax season playbook including Karbon, Lacerte, and Liscio. Join this hands-on webinar that will show you how using SmartVault and its powerful technology integrations will increase your profits and productivity this tax season—and all year long! In fact, you may just discover how to free your time to do some things that will make you happy this tax season, in turn increasing your productivity too!
Learning Objectives:
- Identify the benefits of using a document management system that’s built for accounting firms
- Recognize why every firm needs a document management system and how to choose one that will make your tax season more secure, streamlined, productive, and profitable
- Practice using the Request Documents feature in SmartVault to automatically obtain and track all your client’s documents—before you even start a return
- Determine how to reduce administrative time and create new efficiencies before even getting to the first step of return preparation
- Recall how to implement or improve your cloud-based tax workflow
- Summarize how to create a collaborative client experience (CX) in the cloud with SmartVault and Liscio
- Learn why the DocuSign integration in SmartVault is an amazing timesaver for proposals, engagement letters, and tax returns
Dawn Brolin, CPA, CFE
The Designated Motivator
CEO
[email protected]
(860) 234-2059
Dawn is The Designated Motivator for Accounting Professionals and the CEO of Powerful Accounting, Inc.
For more than two decades, Dawn has been a well-known and respected educator and motivator for her clients, other accounting professionals and technology solution providers. She is known for innovative collaborations within the accounting profession including with her technology ecosystem partners which are included in her Team Brolin Starting Lineup.
Dawn is a member of the Intuit Tax Council, the ADP Advisory Board, and the Avalara QuickBooks Advisory Board. She has also received many designations and recognitions throughout her career including the most recent “The 2022 Top Presenters Awards“ by CPAacademy.org as well as Insightful Accountant’s 2020 Top Niche Practice ProAdvisor: Forensics” and one of Accounting Today’s “2018, 2019, 2020, and 2021 Top 100 Most Influential People in Accounting.”
As an in-demand thought leader, speaker, and the author of The Designated Motivator and The Designated Motivator for Accounting Professionals, Dawn believes that motivation and strategic planning is not a one-time event, it is a critical part of being able to achieve the success you want for yourself and your team.
Dawn has appeared on many top-rated news programs and is consistently recognized with awards of distinction in the accounting profession. She has delivered hundreds of webinars and keynote speeches and works with many technology solution providers to help them better understand how to create and market their solutions. She is also a Designated Motivator to her peers and the collegiate softball team she is the assistant coach of at Eastern Connecticut State University.
Dawn's podcast, The DM Disruption podcast can be listened to on Apple, Spotify and Google as well as on her website, DawnBrolin.com.
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