Seminar
Live Replay WebinarBasic level
Tax Tales: Horror Stories & Solutions with Nick Boscia and Caleb Jenkins
★★★★☆
4.0 · 1 attendee ratings
Ever lost a client's documents? Have an office flood in early April? Clients repeatedly send you the wrong files? You're not alone! Join Nick Boscia, CPA, EA and Caleb Jenkins, EA, CQP as they share their biggest tax season mess-ups and what they’ve learned from them. No sugar-coating — just real stories about tax disasters and the solutions that saved the day. Nick and Caleb will share what went wrong, what they learned, and how they made sure it never happened again.
Learning objectives
Upon completing this course, you should be able to:
- Document management disasters that shut down practices (and how to prevent them)
- Security breaches with client data and how to stay protected
- Pricing mistakes that lead to burnout and boundaries that create balance
- Technology failures during peak season and essential backup plans
- Setting firm deadlines that transformed client relationships and profitability
Major topics
Document Management Failures and Prevention Systems
Technology Backup Plans for Peak Season Continuity
Client Boundaries and Pricing Strategies That Prevent Burnout
Who this is for
Update this attribute value to the course desired audience.
Prerequisites: None
Course details
- Recommended CPE credit
- 1 — Taxes
- Field of study
- Taxes
- Program level
- Basic
- Delivery method
- Group Internet Based
- Prerequisites
- None
- Advance preparation
- None
- Length
- 50 min
- Course number
- 26c01404
- Provider
- K2 Enterprises
CPE Today (Devmatics, LLC) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors (Sponsor ID 167619). State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website, nasbaregistry.org. For information about our refund, complaint, and program cancellation policies, see Company Policies or contact [email protected].
Your instructor
Smart Vault
Speaker & Author · Smart Vault
SmartVault is a leading document management and workflow automation platform built specifically for accounting and tax professionals. For over 15 years, the company has powered secure, compliant operations for more than 30,000 accounting and tax practitioners serving 3 million global users. The platform stores over 500 million documents with industry-leading security standards, including SOC 2 Type 2 compliance...
Full profile →Attendee feedback
4.0
1 attendee ratings
Related reading from our instructors
You might also like
Seminar
Conference
Seminar
Live Replay
Federal Individual Tax Update: 1040 Changes and What the New Law Means for 2025
Taxes
★★★★★
4.6 (16)
$300 · Live Replay