Cover Image for Beyond the Portal: How AI is Revolutionizing Your Client Experience
Cover Image for Beyond the Portal: How AI is Revolutionizing Your Client Experience
Hosted By

Beyond the Portal: How AI is Revolutionizing Your Client Experience

Hosted by Taxaroo
Zoom
Registration
Welcome! To join the event, please register below.
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.

Hosted By