Webinar: Tax Prep and Customer Service in a Contactless World
While many businesses temporarily adopted contactless services out of necessity at the height of the pandemic, there has been increasing demand for tax preparers to make these services permanent.
Sep. 27, 2022
This webinar was held on Wednesday, October 19, 2022.
Sponsor: Drake Software
Duration: 1 Hour
While many businesses temporarily adopted contactless services out of necessity at the height of the pandemic, there has been increasing demand for tax preparers to make these services permanent. Both taxpayers and tax preparers enjoy the convenience of remote delivery and working from anywhere. In this webinar, Drake Software Chief Revenue Officer John Sapp, CPA, shares results from a recent Drake Software survey and tips for successfully navigating the contactless landscape.
Program level: Basic (no prerequisites required).
Field of Study: Taxes
Presented by
John Sapp is the Chief Revenue Officer at Drake Software, one of the largest professional tax software companies in the nation. As a certified public accountant since 1987, he has considerable experience in public and private accounting for the technology industry.
Gail Perry is the editor-in-chief of CPA Practice Advisor. A veteran of accounting journalism, she also speaks at many accounting events, trade shows, and webinars. Gail is the author of over 30 books (including Mint.com For Dummies, The Idiot’s Guide to Introductory Accounting, and Surviving Financial Downsizing: A Practical Guide to Living Well on Less Income), and she maintains a small tax practice. Gail is a graduate of Indiana University where she earned a bachelor’s degree in journalism. She returned to school to study accounting at Illinois State University, earned her CPA, and worked for Deloitte in Chicago for several years as a state and local tax accountant. She has taught introductory accounting and personal finance courses, and she is a former computer applications instructor at the Indiana CPA Society. Gail is a member of the AICPA’s PFS Credential Committee.
This FREE online webinar is a continuation of CPA Practice Advisor’s mission to provide unbiased, independent information on technologies available to practicing public accountants and tax professionals.
Special thanks to our sponsor for supporting this educational session:
Drake Software, founded in 1977, provides software solutions to over 70,000 tax and accounting firms that file more than 36 million tax returns every year. Known for award-winning customer service, Drake is also consistently recognized for excellence in quality, value, reliability, and product innovation.
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