Recorded
1 x CPD point
Are you looking to streamline your tax planning process, improve efficiency, and create recurring revenue for your firm? Join us for this practical webinar where we’ll show you how to leverage Xero, templates, and chatbots to automate tax planning, enhance reporting, and deliver a seamless client experience.
In this session, you’ll learn:
✅ How to automate tax planning workflows using Xero and pre-built templates
✅ The role of AI-powered chatbots in client communication and data collection
✅ Strategies for generating recurring revenue through tax advisory services
✅ Best practices for reporting and compliance using automation tools
* This webinar will be recorded - all those that book will receive the recording in their library after the live event.