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Tax & Accounting15 November, 2024

eBook: Best practices for busy season

Chances are, as an accountant, you’re either thinking about, or amid, busy season. But it doesn’t need to be a huge burden for you and you alone. In this eBook, we guide you through best practices for busy season, to give you a break from the chaos and take a moment to step back and think about broader strategy and practice management.

Along with advice and guidance from a personal tax return expert, this eBook gives you all the tips you need to know to get ahead and thrive during busy season.

Download the eBook to learn:

  • How to set up your staff for success during busy season.
  • How to plan and manage your practice to ensure a steady workload and happy accountants.
  • The benefits of automation during personal tax return season, and how to use it.
  • How to keep clients happy during busy season, including turning this time into an opportunity for strengthening relationships.
  • How these best practices will serve your practice during the introduction of Making Tax Digital (MTD).

Complete the form to download our eBook.

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