Transform & Automate your Tax Practice with Sharefile, Podio and Right Signature
by - Aman Kathuria

(4)

About Course

Technology is transforming the Tax Preparation Industry every day, you wanna ask yourself:

  • Do you feel overworked all the time, specially in the tax season?
  • Do you feel other preparers are able to complete more tax returns than you in the same period and you could do much more?
  • Do you feel that you are really swamped all the time and don't have time for sales, marketing, hiring and other aspects of growing a practice?
Then your entire process needs automations, that will free up your time from all the admin and non-growth tasks. You may not even realize it until you see what's possible nowadays with all the technologies. I built this crazy efficient system using Citrix Products, that automated my entire tax firm, freed up 15-30 mins per client and as a result, even as a single preparer, I was able to double my revenue year over year and build a team over time.

I have listed 9 areas below that you can definitely improve upon in your tax practice and would save you an unbelievable amount of time, if you haven't done yet. In these videos, I will be demonstrating a step by step process on how to accomplish them and empower you to achieve so much more. Which one have you nailed down already?

  1. Customer submits an online tax organizer on your website and it flows directly into your Client Management System(CRM) with all of their details. Imagine that you never have to add clients details manually in your system ever again as its directly fed in by the client andon top of it, they're even happier as this web organizer looks so much more presentable and new-gen. Estimated time saved : 5 mins per client
  2. The above step also creates a client portal automatically for that customer and sends a link to them to set up their credentials. It eliminates the step to manually create their client portal account. Estimated time saved : 3 mins per client
  1. The above step also automatically emails them a list of documents to upload in client portal. New and existing clients can be separated. Estimated time saved : 2 mins per client
  1. With a click of a button in CRM, it’ll email customer an engagement letter customized to their details, for e-signing. Once they e-sign, the CRM status automatically updates to engagement letter e-signed. Estimated time saved : 5 mins per client
  1. Every new customer in CRM is automatically added to Quickbooks so you don't have to manually create them. The customized invoices can be sent from QB and once it's paid, it sends a notification directly into CRM to be updated to "Paid". The recommendation is to have client’s prepay so there is no collection issue or time spent. Estimated time saved : 5-10 mins per client
  1. Once tax return is prepared and uploaded on client portal along with Form 8879, the signature documents can sent for e-signature. Estimated time saved : 2 mins per client
  1. Once the tax return is e-filed, you can update the status in CRM and it’ll automatically send an email to client with the update and asking them to rate your team's service on a short survey. Estimated time saved : 2 mins per client
  1. At every stage, from tax organizer received to tax return prepared to tax return e-filed, keep your customers updated on the live progress by sending them automated text/email updates. This ensures that clients are informed and do not follow up with you on a continuous basis. Estimated time saved : 2-5 mins per client + increased customer satisfaction
  1. Emails and Documents are linked to customer in CRM for easy tracking and management, for all the employees working for your tax practice. Estimated time saved : 5-10 mins per client

Note : All Logos & Trademark for Sharefile, Podio, Right Signature & Globiflow(now rebranded as Podio Workflow Automation) are owned by Citrix(https://www.citrix.com).

About Expert

Aman Kathuria

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Aman Kathuria is the founder of ARK PENNY which was an automated virtual tax firm and sold to a CPA Firm in 2019. He has created two online courses on Teachshack & Udemy regarding tax firm automation and exit and has mentored a lot of tax professionals to create an efficient automated practice using Podio.

He has 14+ years of industry experience and also been a consultant for tech startups like Appdirect, Castlight, Aerohive.

He holds 3 international degrees - Certified Public Accountant (U.S), Chartered Accountant (India) and Bachelors of Commerce (Delhi University, India).

Reviews (4)

4 reviews for Transform & Automate your Tax Practice with Sharefile, Podio and Right Signature

  1. Jake Thomas

    Just had a 1:1 with Aman and it was a super productive consultation. Very knowledgeable guy in terms of Podio and creating automations and I’ll definitely recommend to others!

Only logged in customers who have purchased this product may leave a review.

Questions and Answers

Questions and Answers

1

Q: Can Podio be used with Quickbooks?

A: Yes, it can - through a third party like Zapier.

  • Aman Kathuria
  • April 2, 2021

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1 ON 1 CONSULTATION

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  • 07-04-2022

    60 minutes
    $150

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