Tax Season, Tamed: How to Streamline Workflows and Boost Efficiency
At tax time, it’s not the workload that buries you—it’s messy workflows. If your inbox explodes with last-minute requests, status checks, and document hunts, this live workshop is your chance to trade that stress for a smoother season.
Join Mango co-founder and 30+ year practicing CPA Tim Sines for key steps you can take now to improve efficiency before the rush hits. You’ll learn how modern workflow design, capacity planning, and centralized communication can reduce bottlenecks, eliminate repetitive manual tasks, and prevent staff burnout.
In under 60 minutes, you’ll be ready to:
Learning Objectives:
- Identify common workflow gaps and inefficiencies that create bottlenecks
- Turn tax work into clear, repeatable workflows so nothing gets lost in the shuffle
- Keep files and client requests organized to cut errors, delays, and rework
- Plan and balance workloads so your team stays productive without burning out
Whether you’re still relying on spreadsheets or juggling disconnected apps, this session will give you proven strategies to build a smoother, more manageable tax season.
