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Win Clients and Get Paid - Sponsored by Ignition

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Course Title
IRS Program #: n/a
CE: n/a
Materials
Course Description
Are you looking to streamline client onboarding, automate engagements and eliminate accounts receivable for your business? Join Ryan Embree, Head of Partnerships at Ignition, to learn how to win clients and get paid, every time, with Ignition.

In this interactive, hands-on session, Ryan will demonstrate how to get up and running fast with Ignition as well as answer your questions in an open Q&A. 

Learning Objectives
  • See the NAEA Tax Engagement Letter Template in action
  • Create tax proposals in Ignition for 1040, 1120, 1065, and tax planning clients
  • Connect your accounting software for automated invoicing and reconciliation (QuickBooks or Xero)
  • Streamline your sales process and upsell services by allowing your clients to choose from up to three proposal options
  • Learn why getting payments (ACH and Credit Card) set up inside the proposal (instead of post-proposal) is a huge time saver
Presenters

Ryan Embree, Head of Partnerships
As Head of Partnerships at Ignition, Ryan helps accounting and tax professionals embrace new technology and modernize their practices for success. He has been with Ignition for over 7 years and worked in Australia, Canada, and the UK before relocating to Chicago in 2021.

Webinar Refund Policy
To request a refund, contact the NAEA education team via email at education@naea.org. An NAEA education team member will review the request for refund. If the refund request has been approved, the refund will be refunded on the same method of purchase. Live Webinars, also offered On-