Take on more tax clients without working longer hours

Written By Blake Oliver

Want to take on more tax clients without working longer hours? ShareFile just launched their channel on Earmark, and their first course shows exactly how to do this. Kenyatta Styles and Quinton Buesching walk you through:

  • Streamlining your document collection process

  • Setting up automated workflows that actually work

  • Making client onboarding less painful

  • Managing documents securely (because nobody wants a data breach)

Ready to streamline your tax season? Create your free Earmark account and take the course: https://www.earmark.app/c/2019

Blake Oliver http://blakeoliver.com
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