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View Details/Register
View Details/Register
View Details/Register
Tax season can be overwhelming for CPA firms, with tight deadlines, high client demands, and a constant need to maximize billable hours. Join us for a one-hour webinar featuring a panel of CPA firm leaders who have transformed their tax season operations using Doc.It by IRIS and iChannel by IRIS. Hear real-world insights on how they streamlined workflows, reduced administrative bottlenecks, and increased their firms’ productivity and profitability. During this session, you’ll learn practical strategies for optimizing document management, enhancing collaboration, and unlocking the full potential of your billable hours—just in time for tax season.
Learning Objectives:
- Recognize proven strategies for streamlining document management. Learn how IRIS customers have eliminated inefficiencies and streamlined document workflows, increasing productivity and billable hours
- Identify how to optimize team collaboration during tax season. Explore how top CPA firms leverage centralized document management to improve communication, reduce errors, and accelerate project timelines
- Outline insights from firms on overcoming common tax season challenges. Hear firsthand how leading firms addressed tax season pain points, such as document version control, client data requests, and last-minute file submissions
- Evaluate how to enhance client experience while boosting firm profitability. Discover how improving internal processes can improve client satisfaction and increase your firm’s revenue during peak season
Kevin Sharma
IRIS Global
Sales & Marketing Director
[email protected]
(888) 693-6248 Ext. 1
Kevin is the Director of Sales and Marketing at Doc.It by IRIS. He has helped accounting firms improve efficiency, data security and enhance their client services with Doc.It's document management, workflow, PDF Editor, and web portal tools.
Branden Daniels, CPA
Cassell & Hendricks, CPA, PA
Certified Public Accountant
[email protected]
Branden holds both a Bachelor of Business Administration and a Master of Accounting from Florida Atlantic University. He began his tax accounting career with Cassell & Hendricks, CPA, PA in 2008, becoming a partner at the firm in 2014.
Cassell & Hendricks, CPA, PA is a small accounting firm located in upstate South Carolina, specializing in tax planning and compliance services for individuals and small businesses.
- To receive CPE credit, you must register for the webinar before it starts.
- CPE is available to all eligible participants within 24 hours of each webinar.
- To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
NASBA Approved
CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222
About Our Presenter
IRIS Americas is part of IRIS Software Group. IRIS works with thousands of CPA firms including 52 of the top 100 CPA firms in the US and its payroll solutions for over 150,000 SMEs and 1m employees across the US and Canada. IRIS has more than 100,000 UK and international customers, with 80% having a tenure of five or more years. Its brands include IRIS Star Practice Management, IRIS FMP, IRIS Innervision, IRIS Practice Engine, Doc.It, PSI Payroll, AccountantsWorld, MyPay, and Conarc. To see how IRIS helps organizations get things right first time, every time, visit www.irisglobal.com or follow IRIS Software Group on LinkedIn, Twitter and Instagram.
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