Receipt Bank Helps Accountants Tackle Tax Season Trauma

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Receipt Bank launches tailored content library and expert-driven webinars to help accountants and bookkeepers turn Tax Season nightmares into profit and growth.

Receipt Bank

We wanted to ensure everyone had the advice, resources and tools to start preparing early and have the best Tax Season experience possible.

Receipt Bank, the leading bookkeeping productivity tool, is taking on the yearly Tax Season struggle with a targeted toolkit of guides and a series of thought leadership webinars.

Receipt Bank already helps accountants and bookkeepers around the world improve their efficiency and productivity. Tax Season, a stressful time for even the most experienced financial professional, was the clear next challenge.

North American accountants and bookkeepers are all familiar with the long hours, tight deadlines and piles of paper that Tax Season brings. The Tax Season Toolkit provides a variety of practical, hands-on resources to guide them through improving their bookkeeping processes.

“Tax Season is famously stressful. Many accountants and bookkeepers work staggeringly long hours, with some switching to a six-day week to keep up with the workload,” explains Damien Greathead, Receipt Bank North America Vice President and former Director of Operations at 2020 Group, a leading accounting consulting organization.

“We wanted to ensure everyone had the advice, resources and tools to start preparing early and have the best Tax Season experience possible.”

The Tax Season Survival Kit contains a wide range of content designed to help teams succeed at the most difficult time of year. Receipt Bank has opened up this library of resources, including client checklists, step-by-step guides to using data to manage processes and battle cards to conduct client conversations, free for US accountants and bookkeepers.

Receipt Bank are also leading the way in Tax Season thought leadership with a series of Tax Season-focused webinars.

“Over the last five years working with accountants and bookkeepers to improve their efficiency and profitability, we’ve seen what a huge difference the right processes make. Year-end is the perfect time for firms to reevaluate their internal systems to set themselves up for success in in the New Year,” says Greathead.

The first webinar takes place on December 13th at 1pm EST. Titled ‘Your Most Efficient Tax Season yet - In 6 Steps’, it focuses in detail on how to improve internal and external process and leverage technology.

About Receipt Bank

Receipt Bank provides award-winning bookkeeping automation software for accountants, bookkeepers and small businesses. Over 4,000 accounting and bookkeeping firms around the world already use it to automate data extraction and data entry.

Receipt Bank integrates with leading accounting software such as QuickBooks Online and Xero and has been awarded Xero Add-on of the Year 2012 – 2015.

Founded in 2010 by Michael Wood and Alexis Prenn, Receipt Bank now has six offices worldwide. In January 2016, Receipt Bank raised USD$10 million in growth capital from the Kennet Fund.

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Damien Greathead
Receipt Bank
+1 (415) 342-1622
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