Tax season can be overwhelming for CPA firms, with tight deadlines, high client demands, and a constant need to maximize billable hours. Join us for a one-hour webinar featuring a panel of CPA firm leaders who have transformed their tax season operations using Doc.It by IRIS and iChannel by IRIS. Hear real-world insights on how they streamlined workflows, reduced administrative bottlenecks, and increased their firms’ productivity and profitability. During this session, you’ll learn practical strategies for optimizing document management, enhancing collaboration, and unlocking the full potential of your billable hours—just in time for tax season.

Learning Objectives:

• Recognize proven strategies for streamlining document management. Learn how IRIS customers have eliminated inefficiencies and streamlined document workflows, increasing productivity and billable hours


• Identify how to optimize team collaboration during tax season. Explore how top CPA firms leverage centralized document management to improve communication, reduce errors, and accelerate project timelines


• Outline insights from firms on overcoming common tax season challenges. Hear firsthand how leading firms addressed tax season pain points, such as document version control, client data requests, and last-minute file submissions


• Evaluate how to enhance client experience while boosting firm profitability. Discover how improving internal processes can improve client satisfaction and increase your firm’s revenue during peak season