Migrate Your Accounting Practice to JuanTax

Teacher

Chris Bernardo

Categories

Accounting, Non-Accounting

Review

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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 102
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.