Utilizing outside resources can be an integral part of operating and growing your firm. In this online webinar, Todd Steinberg presents SAM, a U.S.-based remote tax preparation service that can help your firm reduce tax preparation costs by 50%. This online webinar will explain the potential savings of using cloud tax preparation services with a flat rate tax preparation fee and how to lower your employment costs, including health insurance, 401k, payroll taxes, and HR (i.e., hiring, training, and layoffs). Todd will also show you how SAM can provide substantial benefits, such as building your firm's business advisory services in a new marketplace setting never seen before

Learning Objectives:

• Determine how to incorporate cloud tax preparation into your firm's practice, reduce your staffing costs, manage time, and maximize profitability


• Recognize how to obtain a better client satisfaction and retention rate


• Outline SAM: How it works, pricing, security, and the sign-up process