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Lessons From Two COVID Tax Seasons

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Before starting this self study program, please go through the instructional document.


  • How did the past tax season go?
    3 mins
  • Reacting to impacts of Government Behaviour
    9 mins
  • Attributes of Adaptable Practice Management Systems
    11 mins
  • Effects of Client Behaviour
    25 mins
  • Hoe do we combat lower productivity?
    39 mins

Course Description

Just how much has the pandemic affected the way CPAs conduct their business? Quite a lot, it seems

Every day, we hear tales of how COVID-19 has upended people’s lives—from the way they work to the way they spend their free time. And it’s only natural that CPAs and the businesses they serve have been affected as well.

In the midst of all the uncertainty, one silver lining of the pandemic was that, as tax professionals, we learned strategies about how to approach tax season that we otherwise might not have come across, and how we and our clients alike might benefit from them in the future.

Some of the main themes that emerged:


As might be expected, the pandemic brought a rapid—and sometimes enduring—shift to remote work for many CPAs.


The massive uncertainty associated with COVID-19 naturally unleashed a whole range of new and unprecedented requests and challenges from clients and others.

We’ve adapted, adjusted and benefited from a lot of lessons learned’

Below are some of the takeaways from the last two tax seasons, and although we hope it’s an experience we never have to face again, these strategies can improve the process—even in the best of times.

  • Planning has never been more important.
  • Filing early is still a great strategy
  • Know your firm, your clients and your staff.

In this online CPE webinar, the following major questions will be answered:

  • How did this past tax season go?
  • Which factors contributed to the mess that the last two tax seasons were?
  • What were the effects of government behavior and how to react?
  • What are the effects of client behavior and how to react?
  • What are the effects of staff behavior and how to react?
  • What are the attributes of adaptable practice management systems?

This online CPE course can be a key for the accountants, tax preparers to smoothen the rough patches and improve customer experience and convenience.

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Learning Objectives

  • To list the reasons for the last two tax seasons difficulty.
  • To list the factors, we can control and those we cannot.
  • To discuss how we can change our practices to adapt to uncertainty.
  • To discuss how we can influence client behavior to improve our practices.
  • To discuss the strategies to manage our staffs effectively and improve their productivity.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Practice Owners
  • Bookkeepers & Accountants & Tax Preparers
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Senior Accountant
  • Staff of Accounting Firm
  • Tax Firm
  • Tax Preparer
  • Young CPA





Instructor was great


CPE Webinar was relevant and helpful for future tax seasons


Awesome webinar! We've all felt these things, but you gave easy to understand and follow ways to overcome them.




Agree with recommendations and evaluation of situation


Excellent presentation. As I am currently not employed but instead am caring for elderly and young family members, not relevant at the present time but very informative.