Two Day Tax Season Readiness Summit

Two-Day Tax Season Readiness Summit: Build Your Own Client Portal

Join Kamille Coreshia for a two-day, done-with-you build experience designed for tax office owners who want a more organized and professional client experience.

During the summit, you will build alongside Kamille as she walks you through planning, creating, branding, testing, and preparing your customizable client portal for your tax office.

You will work through the client, preparer, and administrative sides of the portal while learning how to connect the tool to your office SOP and tax season workflow.

This is not a DIY course or a done-for-you service. You are expected to attend, follow along, and complete the build with live guidance.

Your registration includes:
• Two days of live instruction
• Copy-and-paste build prompts
• Portal planning and setup guidance
• Client, preparer, and administrative workflow support
• Branding, automation, testing, and access guidance
• Live Q&A

Important: Due to the live nature and immediate access to digital materials, all sales are final and no refunds will be issued.