Hitting The Road with NATP to Transform Tax Season

Coming off the heels of a great National Association of Tax Professionals annual conference and three tax forums where we welcomed over 100 NATP members as partners, we’re thrilled to announce that we are gearing up to kick off a 100 event roadshow with NATP across the United States.


NATP gives its members access to the tax industry’s best education and updates, as well as a dedicated community of professionals, and we are delighted to have the opportunity to help their members stay at the forefront of innovation.

From now until the end of the year, from New York City to Honolulu, Hawaii, we will treat 6,000+ NATP members to lunch during the association’s 1040 Workshops, and equip them with the knowledge needed to transform their tax season.

Traditionally, firms with a large number of Schedule C clients struggle with a major time crunch during tax season, often marked by 60-70+ hour weeks, and the revenue and cash flow implications of a tax season heavy business.

During the 1040 Workshops, we will introduce a solution that allows tax professionals to transform their practice and spread out the tax prep hours and revenue across the year, resulting in increased client retention, the opportunity to offer additional services, and the ability to win more business.


Recognizing the growing market of self employed individuals in the US, and the fact that a lot of accountants are already doing tax preparation for them, we are delighted to give NATP members, and other tax professionals, the tools needed to serve those clients efficiently and with greater impact.

Receipt Bank’s award-winning Self Employed client solution automates the collection and extraction of clients’ expense data, with hands-free auto-categorization, providing a Schedule C summary of the tax year for anytime review.

We are honored to have the opportunity to show NATP members that with the right technology and automation tools in place, tax professionals can increase client retention, offer additional services, and keep the new client referrals coming in, thus solving the revenue problem.

We’d like to say a huge ‘thank you’ to NATP for allowing us the opportunity to join them for these next 100 workshops. We can’t wait to be a part of your journey to transforming tax season.

Related posts