Roundtable Labs

One Topic Roundtable April 22, open to all members! 📣

This month, Camden Bean from Ping Assistant is leading the conversation on Client Intelligence.

If you’re looking to turn everyday client interactions into something more strategic (and profitable 👀), this is one you won’t want to miss.

🗓 Wednesday, April 22
⏰ 1:00–2:30pm CT

RSVP in the community calendar and join us! 📅

Sending all the support to our tax pro friends pushing through today — you’ve done incredible work this season (and always). 👏

If you know and love a tax professional, take a minute to send a message, a coffee, or a little note of appreciation. It goes a long way.

We see you. We appreciate you. And we’re cheering you on to the finish line. 💛