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Improved Efficiencies Create Improved Results; Utilizing CrossLink Features to Help Run a Successful Tax Business

December 10 @ 10:00 am - 11:00 am PST

As taxpayers continue to look for easy ways to do business with you, it is essential to be able to offer simple and streamlined solutions that meet their needs. Join us for this webinar focused on showcasing the different ways you can interact with clients remotely by utilizing features integrated into our CrossLink software. We’ll look at CrossLink’s mobile services, remote signature capabilities, and paperless records storage, all geared to facilitate your ability to provide best-in-class service, even when your client doesn’t physically come to your office. This webinar will provide you with the tools needed to make your level of service superior for your clients, while also improving your tax preparation processes and efficiencies.

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