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Making the Connection: How CAS and Tax Can Create a Smoother Tax Season Together

Tax season is a time of significant opportunity for accounting firms -- but the challenges of busy season often leave those opportunities unrealized. What if you could create a smoother tax season that also builds stronger relationships with clients? A growing number of firms have turned to their CAS practice to break the cycle and create new opportunities in partnership with their tax teams.

In this panel discussion, we will examine how CAS leaders have formed practical, productive partnerships with their Tax peers, from first conversation and identifying ideal CAS clients to outreach and ongoing relationship management. We will also discuss commonly encountered points of resistance and reluctance from tax teams and how to overcome them. Finally, we will look at the types of client engagements that frequently result from these efforts.

Learning objectives:

  • Identify new revenue opportunities with existing tax clients
  • Learn how to communicate the value of CAS services across the firm, with a special focus on Tax practices
  • Examine new ways to improve client engagements
  • Develop content and collateral to create a better understanding of the CAS-Tax opportunity for internal and external audiences

NOTE: This on-demand webinar does not offer CPE