Beyond the Portal: How AI is Revolutionizing Your Client Experience
Hosted by Taxaroo
Registration
About Event
Stop wasting time chasing clients and managing chaotic email chains. Discover how Taxaroo's secure, easy-to-use client portal, powered by our intelligent Taxaroo AI assistant, can automate your practice.
This isn't just a portal; it's your new client management command center.
In this session, you'll learn how to:
Automate client follow-ups and document collection to save hours.
Provide an effortless portal experience for even your least tech-savvy clients.
Use Taxaroo AI to instantly answer client questions directly within the portal.
Centralize documents, e-signatures, and payments securely in one place.
This webinar is for tax professionals ready to reduce administrative work and build a more efficient, modern firm.