Want to take on more tax clients without working longer hours? ShareFile just launched their channel on Earmark, and their first course shows exactly how to do this. Kenyatta Styles and Quinton Buesching walk you through:
Streamlining your document collection process
Setting up automated workflows that actually work
Making client onboarding less painful
Managing documents securely (because nobody wants a data breach)
Ready to streamline your tax season? Create your free Earmark account and take the course: https://www.earmark.app/c/2019
