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      • Migrate Your Accounting Practice to JuanTax

      Migrate Your Accounting Practice to JuanTax

      Chris Bernardo
      Chris Bernardo
      Accounting, Non-Accounting
      (0 review)
      Free
      Migrate your practice to JT
      • Overview
      • Curriculum
      • Instructor
      • Reviews

      This JuanTax Academy webinar was recorded on May 20, 2022. Enroll in this another free JuanTax webinar and understand the best practices for a more seamless transition to JuanTax.

      Chris, JuanTax’s Head of Education team, will share tips and information with you, along with a strategic plan that walks you through everything from preparing your practice to moving to JuanTax, planning your conversion, and preparing your staff, clients, and data for a successful transition to a modern, digital filing process.

      Course Features

      • Lectures 12
      • Quizzes 1
      • Duration 1 hour
      • Skill level All levels
      • Language English
      • Students 102
      • Certificate Yes
      • Assessments Self
      CoursesAccountingMigrate Your Accounting Practice to JuanTax
      • Introduction 1

        • Lecture1.1
          Introduction
      • Prepare your Practice to Move to JuanTax 6

        • Lecture2.1
          Elements of Change Management
        • Lecture2.2
          Defining Change / Goal
        • Lecture2.3
          Communication
        • Lecture2.4
          Framework
        • Lecture2.5
          Dealing with Adversity
        • Lecture2.6
          Ongoing Management
      • Prepare your Clients to Move to JuanTax 2

        • Lecture3.1
          Plan your Client’s Conversions
        • Lecture3.2
          Conversion Strategy
      • Migrate and Complete your Data in JuanTax 1

        • Lecture4.1
          Onboarding and Training
      • Pre-recorded Q&A Session 1

        • Lecture5.1
          Pre-recorded Q&A Session
      • Outro 1

        • Lecture6.1
          Outro
      • Final Assessment 1

        • Quiz7.1
          Final Assessment 10 questionsFinal
      Chris Bernardo
      Chris Bernardo

      Resident Lecturer

      Chris Bernardo is the Head of Training and Activation at JuanTax, and our Resident Lecturer. He is a seasoned tax trainer that has been empowering taxpayers by conducting more than 120 tax training webinars since the pandemic started.

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