Did you watch our live webinar last week? More than 2,000 tax and accounting professionals joined TaxDome co-founder and chief product officer Ilya Radzinsky, Blue Heron CPAs co-founder Nathan Gauger, and One Stop CPA CEO Brian Davis as they delivered a full walkthrough of essential workflows for different firm sizes, covering real-life scenarios and must-know tips, to help make your life easier this busy season.
This event marked our fourth annual ‘Get Ready for Tax Season with TaxDome’, a webinar series watched by more than 100,000 viewers to date.
If you weren’t able to attend, watch a full recording of the webinar below — and step into tax season fully prepared! We’ll also be adding a full transcript of the Q&A session at the end of this blog very soon.
Download our new report, 2024 Client Satisfaction: What Taxpayers Expect from Their Accountants
During our live webinar, we announced the release of our new industry report, 2024 Client Satisfaction: What Taxpayers Expect from Their Accountants.
If you haven’t read it yet, our report is packed with game-changing findings that come straight from the source that matters most: your clients. Instead of asking you — the service providers — what you think your clients want, we surveyed 1,000 taxpayers who have hired tax and accounting firms to understand their expectations, frustrations, and what they truly value in the services you provide — and the result is essential reading for all accounting professionals looking to gain a competitive edge and secure their firm’s future.
Download it to get into the minds of your clients to discover what they really think and expect, so you can stay one step ahead of their needs and expectations this tax season.
2024 Client Satisfaction: What Taxpayers Expect from Their Accountants
Don’t miss the live webinar and expert panel discussing implications for the industry — December 19, 2 pm EST
On that note, we’re hosting a live webinar on December 19, 2 pm EST where you can join a panel of industry experts as they take a deep dive into the unique findings of our report and how tax clients truly feel about their experiences with accountants and tax preparers:
- What clients truly value and how you can exceed their expectations
- How a superior client experience is built through tech in addition to service
- The difference between Inspector and Delegator client types and how to create an experience that appeals to both
- Why secure, streamlined portals are a must-have for both today’s and tomorrow’s clients
Panel of speakers:
- Michael Ly, accounting mentor and CEO of Reconciled, an Intuit “Firm of the Future” and three-time Inc. 5000 business
- Mike Maksymiw Jr., CPA, CGMA, MSA, and Executive Director of Aprio Firm Alliance, where accounting professionals go for advice, technical resources, and professional connections
- Chayton Farlee, host of the Accounting Conversations Podcast and Associate at Actuate Cloud Professional Accounting
- Logan Graf, CPA, owner of the Graf Tax Co. and renowned accounting content creator with 7.8k+ YouTube subscribers and 20k+ LinkedIn followers
Plus, after the presentation, there will be a live Q&A with our panel, where you can ask the experts themselves any questions you have.
TaxDome is here to support your firm, this tax season and beyond
As we approach the end of the year, we’ve been hard at work to fully prepare your firm for tax season. This includes a series of quality-of-life updates that we’re rolling out to improve your firm’s efficiency and make this busy period as productive as possible.
We’re here to support your firm, this tax season and beyond. From the entire TaxDome team, here’s to a smooth and successful tax season ahead!
Q&A transcript
Make sure to revisit this page — we’ll be adding the full Q&A transcript soon!
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