A Double Shot of Delegation:

Join us for a 15-minute coffee break where we will be breaking down the robust Staff Management Tools from TaxBandits! Just in time for the year-end deadlines, we'll be giving you an easy overview of how to invite your staff to assist you in the filing process. This includes adding your team members, assigning them roles, and providing them access to the businesses and filing responsibilities needed for streamlined delegation!

Coffee Break Takeaways

• Recap of January Deadlines
• How to add your clients
• How to add your staff
• How to assign roles to your staff

About Your Host:

Christina Wright is the Product Manager of TaxBandits, she is passionate about helping tax professionals and business owners of all sizes navigate TaxBandits and their business tax filing process.