TAX WORKFLOW
The Future of Tax Automation
Optimizing client service with tax advancements
Speakers
Christopher C. Papin
Carrie Bellinger
Danielle Esper
Register now and be part of the conversation on redefining client engagement!
In today's fast-paced business landscape, providing top-notch client experiences is essential. For firms, this means embracing modern collaboration solutions. Streamlining document sharing not only enhances client satisfaction but also accelerates firm processes.
With more clients opting to work remotely, the demand for exceptional online experiences has never been greater. Firms must prioritize client-centricity to stand out in the digital arena and deliver added value.
Join us for an enlightening webinar featuring Carrie Bellinger and Danielle Esper, esteemed Solutions Consultants at Thomson Reuters. They'll guide your firm in achieving optimal client-centric relationships and ensuring future success. Discover how automation and superior client services can transform your approach and foster collaboration.
Don't miss this opportunity to stay ahead in the competitive landscape. Register now and be part of the conversation on redefining client engagement.
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Christopher C. Papin is a licensed attorney, a certified public accountant, and a life, accident and health insurance producer.
He received a Bachelor’s degree in accounting from the University of Oklahoma in 2004 and a Master’s degree in accounting from the University of Oklahoma in 2005. Chris became a Certified Public Accountant in 2007 and received his Juris Doctor degree from Oklahoma City University School of Law and was licensed to practice law in Oklahoma in 2008. Chris was admitted to practice before the United States Tax Court in 2010.
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Carrie is a Solution Consultant with Thomson Reuters and has been with the company more than five years.
Her main focus is in tax and advisory and provides insights on software solutions to help improve clientprocesses and automation. With over 30 years of experience in management, software delivery and processimprovement, Carrie enjoys providing firms with product knowledge and software solutions to contribute to their success and growth.
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With over 8 years at Thomson Reuters, Danielle serves as a Solutions Consultant specializing in Advisory.
Mercée is a customer product trainer in the tax and accounting segment at Thomson Reuters. Mercée has eight years of experience working with small and mid-size accounting firms in the southeast region. She has served as the administrative team lead for the gather phase and client experience for seven office locations. She began her career in a small, six-person firm focusing on customer experience and technology and later merged with a larger regional firm. Mercée has prior experience as a director for educational non-profit fundraising, resource management for a large life insurance company, and corporate recruiting experience for a large brokerage firm.
Professional tax software for tax preparers and accountants to optimize workflow and increase profitability