Walk through the client experience
See what clients experience from their first step through document collection and status updates.
THIS WEEK'S FREE TAX PRO LUNCH & LEARN
See the Tax Portal in action.
Join me for a live walkthrough of the Tax Portal and see how intake, documents, status updates, and the client experience can work together in one place.
FRIDAY, AUGUST 211:30 PM ETLIVE ONLINE
Claim My Free SeatRegistration is free. Live attendance only. No replay.
Hosted by LaQuita Lenard
YOUR NEXT LIVE SESSION
Friday, August 21 at 1:30 PM ET
Come inside the Tax Portal and see the client journey and office workflow working together from intake through completion.
THE REAL CONVERSATION
Your tax office should not be scattered across disconnected steps.
You need one clear place where clients know what to do, your team knows what comes next, and every return keeps moving without constant back-and-forth.
THE OPPORTUNITY
See what changes when the client journey has one home.
In one focused session, you will see how the Tax Portal brings intake, document collection, communication, and return status into one connected experience.
I Want My Free SeatINSIDE THE TRAINING
See the Tax Portal from both sides.
Follow the office workflow
See how each return moves through clear stages without the process living in your head.
Strengthen the client experience
See how one organized portal can reduce confusion and create a more polished tax office.
Come see the Tax Portal before tax season starts.
Join TodayINSIDE THE TAX PORTAL
One connected view of the entire client journey.
This week is a live demonstration of the portal itself: what the client sees, what the tax office sees, and how the work stays organized behind the scenes.
TAX PORTAL WALKTHROUGH4 STAGES • 1 SYSTEM
Client Intake
A clear starting point that captures the right information from the beginning.
Secure Documents
One organized place for clients to submit what the tax office needs.
Return Status
Clear stages that show where each client is in the preparation process.
Office View
A central view that helps the team stay organized and keep work moving.
THE SHIFT
From doing everything to directing what gets done.
THE BUSINESS OWNS YOU
- Follow up depends on your memory
- Every question lands in your inbox
- Growth creates more manual work
- Your team waits for your direction
YOU OWN THE BUSINESS
- Routine work moves automatically
- Clients receive consistent support
- Your systems create capacity
- You lead from decisions, not emergencies
THIS ROOM IS FOR YOU IF
You are building a real tax business, not another job with your name on it.
You are serving more clients and feeling the pressure behind the scenes.
You know you need systems, but you do not want ten disconnected platforms.
You want to grow without immediately adding a large payroll.
You are ready to create a more polished, organized client experience.
LL
YOUR HOST
LaQuita Lenard
LaQuita is building the kind of tax business this training teaches: polished on the outside, organized behind the scenes, and supported by systems that make growth sustainable.
“The goal is not to work harder. The goal is to build a business that knows how to work.”
FRIDAY, AUGUST 21 AT 1:30 PM ET
Come inside the Tax Portal.
Register for the live walkthrough and see how the full client journey can live in one polished, organized system.
The season you desire is built in the season you prepare.
YOUR ATTENDEE ACCESS
Everything you need before we go live.
Your access links and attendee resources live right here, so you do not have to search through emails to find them.
Open the Attendee PortalRegister on Zoom
Secure your personal access for Friday, August 21 at 1:30 PM ET.
Register on ZoomAdd it to your calendar
Save this week's Tax Portal demonstration to your schedule.
Add to Google CalendarJoin the Telegram community
Connect with the regular attendee community between live sessions.
Join the Telegram GroupGet your Zoom background
Download the branded attendee background before the room opens.
Download Your Background
Bring your portal questions
Come ready to look at the client experience, office workflow, and how the pieces connect.
WHAT YOU WILL SEE
The full journey from intake to completion.
We will walk through the portal as a client and as the tax office so you can see how the experience, communication, and workflow connect.
Client Intake and DocumentsStatus Updates and Office Workflow
SEVENEIGHTEEN COLLECTIVE
Today's session is demonstration-focused. Watch the complete portal experience, take notes, and bring your questions for the live conversation.
Reserve Your Free SeatBEFORE YOU ASK
Everything you need to know.
Do I need to be tech savvy?
No. This training is designed to make the strategy clear before we touch the technology.
Is the live webinar really free?
Yes. Your seat for the live Tax Portal demonstration is completely free.
What will you show during the session?
You will see the client-facing portal, intake and document flow, status updates, and the office workflow behind the experience.
Will I leave with something I can use?
Yes. You will leave with a clear picture of how a connected portal can support both your clients and your tax office.
YOUR BUSINESS CAN HOLD MORE
Build the capacity before the clients arrive.
One live training can change the way you think about your team, your time, and your next tax season.
Save My Free SeatFRIDAY, AUGUST 21 • 1:30 PM ET • LIVE ONLINE • NO REPLAY