Be the Champion for Change in your firm

Be the Champion for Change in your firm

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Hosted by Thomson Reuters

In order to effectively manage a heavier workload and retain top clients, your firm must deliver a level of service clients can’t get anywhere else. This means getting ahead of the change and competition.

Changing your tax software might seem daunting, but the benefits of changing can positively impact every aspect of your firm. Getting ahead of change allows you to see immediate benefits including:

Increased efficiency
Higher volume of returns
Higher dollar value clients
Long-term company growth

Hear from our expert panel on how to get ahead of change and get the most out of tax season. Register now!

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Speakers

Drew Luehm

Drew Luehm has been with Thomson Reuters for 17 years as a support representative, trainer, and solutions consultant. He specializes in the tax products: UltraTax, Fixed Assets, Planner, and SurePrep. He holds a bachelor’s degree in Political Science from Eastern Michigan University where he was a member of the Honors College.

Keith Hall

Keith is a Senior Solutions Consultant. As a part of the Thomson Reuters team since 2015, he currently specializes in Advisory solutions while also working with solutions involving tax preparation, tax planning, firm management, document management, information exchange, and more.

Carrie Bellinger

Carrie has been with Thomson Reuters for over five years and am passionate about her career as a Solution Consultant. She enjoys being able to provide firms with product knowledge, solutions, and expertise in order to contribute to their success and growth. She enjoys continually learning and researching industry trends and challenges in order to stay on top of real-life experiences for our firms.

Outside of Carrie’s career, she enjoys spending time with her kids, friends, and working on renovations to her turn of the century home. She also enjoys any outdoor activity including hiking and camping.

Scott Keil

Scott has worked with the Solutions Consulting Team for four years primarily focusing on the UltraTax CS family of solutions, Onvio Firm Management, GoFileRoom, and SurePrep. He resides in South Lyon, MI with his beautiful wife Beth and his three-year-old son/monster Bennett.