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Win Clients and Get Paid with Ignition + NAEA – Sponsored by Ignition

February 9 at 1:00 pm - 2:00 pm

February 9th  1pm-2pm ET

  • Speaker: Ryan Embree, Head of Partnerships
  • CE: None
  • Cost: free for members/ $50 non-members
  • On-demand: recording posted
  • 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


Register here.


February 9
1:00 pm - 2:00 pm
Event Category: