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Key Steps to Build Efficient Workflows - Sponsored by TaxDome

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Key Steps to Build Efficient Workflows - Sponsored by TaxDome
IRS Program #: n/a
CE: none
Materials
Course Description
Are you ready to unlock the secrets to achieving peak efficiency in your business processes? Join our comprehensive course, "Key Steps to build Efficient Workflows," where you'll gain the knowledge and practical skills needed to streamline your operations and elevate your productivity to new heights. This course is designed to empower you with the essential techniques and tools required to build efficient workflows and delight your customers.

Learning Objectives
  • Process mapping: In this session, you'll learn how to create visual process maps to identify workflow inefficiencies and enhance your business operations.
  • Understanding your customer's journey:This parts delves into the significance of customer-centric workflows and equips you with the skills to map and optimize your customer's journey, resulting in enhanced customer satisfaction.
  • Steps to build an efficient workflow: a comprehensive guide to building efficient workflows by exploring key steps and real-world examples, enabling you to implement immediate efficiency improvements.
  • Segmenting your process and adding final details: you'll discover advanced strategies for segmenting complex processes and adding final touches to your workflows, optimizing efficiency at every stage.
  • TaxDome Pipelines: Live Demo: hands-on experience with TaxDome Pipelines, demonstrating how automation can supercharge workflow efficiency while allowing you to interact with experts and ask questions in real-time.
  • Live Q&A and discussion about workflow and processes that different attendees may be using and feature they use on that workflows.
Presenters


Niko Borreguero Witt, Partnership Manager
Niko, a dedicated professional with three years committed to revolutionizing accounting workflows through automation, serves as a Senior Account Manager at TaxDome and also specializes in partnerships, Niko has honed expertise in streamlining processes and optimizing efficiency.
Continuing Education
This course does not qualifies for IRS Continuing Education Hours. NAEA reports IRS CE on a monthly basis. If you have not received your CE Hours in your IRS PTIN Account by the end of the month after receiving the certificate, please contact NAEA at education@naea.org. IRS Requirements for live webinars require at least 50 minutes per hour of attendance and answering 3 out of the 4 polling questions. For on-demand, you must watch the full video, answer the knowledge check, and pass the assessment with a score of 70% or above. No partial CE is offered.

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 a refund. If the refund request has been approved, the refund will be refunded on the same method of purchase. Live Webinars, also offered On-Demand will not be refunded.