Course description

Client onboarding, document standards, knowledge systems and repeatable service workflows.

Professional outcome: Build a more consistent and reviewable practice.

Status: Planned program. Dates, fees and enrollment terms are to be confirmed by ITIA.

What will i learn?

  • Build a more consistent and reviewable practice.

Requirements

Planned ProgramDates and fees to be confirmed

Lectures

Outline pending

Category

Tax Practice Management & Client Advisory
Planned ITIA programThis program is not currently open for enrollment. Register your interest for future availability.
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