Migrate Your Accounting Practice to JuanTax

Teacher

Chris Bernardo

Categories

JuanTax Plus

Review

(1 review)

Free

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 129
Certificate Yes
Assessments Self

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

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.

Reviews

Average Rating

1 rating

Detailed Rating

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WINNIE JARDINAN
Migrate Your Accounting Practice to JuanTax

Thank you so much for the exceptionally informative learning experience for free. God bless and more power Juantax...