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Revolutionizing Tax Prep: Solving the Real Challenges with High-Impact Automation

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Join industry veterans Sean Hanthorn and Jordan Kleinsmith as they share their deep expertise in tax preparation and technology, revealing how firms can finally break free from admin overload and client communication bottlenecks. Sean and Jordan will dive into the ongoing challenges tax professionals face—particularly when it comes to client cooperation and streamlining workflows.

Sean and Jordan will review:

  • The various tools available in the marketplace today
  • Why previous solutions have not seen widespread adoption
  • How Liscio is revolutionizing 1040 tax prep for businesses of all sizes. 
  • How firms will become far more profitable while working far less overtime.

Whether you’re looking to improve efficiency, enhance client satisfaction, or unlock new growth potential, this webinar will provide the strategies and tools to help your firm thrive.

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About the Speakers

Sean Hanthorn – Director of Operations, RootAdvisors

With more than two decades of experience in the accounting profession, Sean shapes the firm’s operational strategy and technology ecosystem and oversees our operational goals, efficiency measures and client service quality. Sean is highly esteemed throughout the industry, and has been a repeat honoree in CPA Practice Advisor Magazine’s “40 Under 40” accounting professionals list.

LEARN MORE ABOUT SEAN

Jordan Kleinsmith – Product Manager, Liscio

  • Principal Product Manager – Liscio
  • Senior Manager of Tax Technology – Marcum LLP
  • Director of Product, Tax & Advisory – Thomson Reuters
  • Director of Innovation – Thomson Reuters
  • CPA Practice Advisor “40 under 40” honoree

LEARN MORE ABOUT JORDAN