Be the champion for change in your firm
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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.
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.
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.
Carrie Bellinger
Carrie is a Solution Consultant with Thomson Reuters and has been with the company more than five years. Her main focus is in tax and advisory and provides insights on software solutions to help improve client processes and automation. With over 30 years of experience in management, software delivery and process improvement, Carrie enjoys providing firms with product knowledge and software solutions to contribute to their success and growth.
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