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Learn with us!
Getting the most out of Ignition!
Set your business up for success with our free series to guide you through getting the most out of automation and the tools in your tech stack to help you get more time back! We'll also help you make the most of our latest product updates including the New Proposal Editor, Templates, Client Billing Schedule and Review and Pay.
Enroll in the sessions that spark your interest or watch on-demand
Year-end Learning Week
1. Prep your Ignition account for year-end
- Import and update your clients in bulk
- Define and segment your client base
- Import and update your terms, services and notifications
2. Communicating with your clients for year-end
- Strategies to effectively communicate with clients
- How to handle the price increase conversation
- What tools you can use to make communication easy
4. Engaging your clients in bulk for year-end
- The power of bulk proposals during tax season
- How to save time by preparing your year-end engagements in bulk
- How to secure commitments from your clients
5. Renewing & re-engaging your clients for year-end
- Strategies for making your renewals process more efficient
- How to renew existing clients in bulk
- How to make this your smoothest year-end yet
Rethinking Tax Season for 2023: Less burnout, more revenue and a better client experience
On-demand
On-demand
Didn't get your engagements out on time? You’re not alone. With deadlines looming around the corner, many firms are spending 60+ hours a week managing their tax clients... but it doesn't have to be that way!
Join Dan Gertrudes & Steven Byler of Growthlab Financial to hear how they are transforming tax season. Hosted by Logan Graf of The Graf Tax Co., in partnership with Ignition.
What you'll learn:
GrowthLab's "flatten the curve" approach to tax capacity management
See a live example of how GrowthLab structures its engagements in Ignition
How to leverage proposal options and video to deliver a better client experience
Get an insider look at GrowthLab's real-time data as they rethink tax season
Re-engaging for 2023: It's not too late!
On-demand
On-demand
There's still time to re-engage those last clients for 2023! Join our "how-to" webinar, hosted by account manager Jesse, and learn actionable strategies for quickly sending renewal contracts. This webinar will also feature some of Ignition's newest features to make sure you're up to speed.
What you'll learn:
Segmenting clients based on engagement type
Creating & sending proposals in bulk (with the help of Team Ignition!)
Service export & renewal
How to use automation in your end-to-end client engagement process
On-demand
On-demand
Join account manager Jesse as he demonstrates the power of automation for year-end. Learn to automate and engage your new and existing clients using both Ignition and other technology.
What you'll learn:
Prepping for year-end
Engaging clients through Ignition
Taking advantage of templates & bulk proposals
The power of Zapier automation
Learn from the Best: Scale your firm like a pro this year-end
On-demand
On-demand
Learn how to scale your firm this year-end from account manager Neal and three experienced Ignition customers - Ami Hassler of Perkis CPA, Marcus Mire of MireGroup CPAs and Aaron Welch of ACW Consulting. Hear first-hand accounts of what has worked in the past, plus opportunities for improvement in the future.
What you'll learn:
Selecting the best clients for your firm
Managing capacity & improving your process
Communicating with your clients
How to grow your firm at scale
A practical look at how to scale effectively this year-end
On-demand
On-demand
Join Ekin, Maria and Reid to learn how to master year-end at scale with Ignition. This webinar is tailored for those new to Ignition in the past year and will help you understand how to:
What you'll learn:
Build scalable processes to grow with success this year
Optimize your use of Ignition to make this year-end a breeze
Preparing your Ignition account for year-end
On-demand
On-demand
Join account managers Cindy and Isabelle as they share best practices to help you prepare for a stress free year-end with Ignition. This is an excellent webinar for those going through year-end for the first time as an Ignition user.
What you'll learn:
How to create the ultimate year-end checklist
Communicating change and re-engaging with your clients
Optimizing your settings for maximum efficiency
Tax Planning: How to prepare your firm and customers for tax season
On-demand
On-demand
Join Ignition account managers Neal, Ekin, and Reid for a webinar on planning for tax season. We'll share a timeline and to-do list to make this tax season as stress-free as possible. This webinar will also help you develop your tax pricing strategy and identity opportunities for revenue and growth.
What you'll learn:
Preparing your Ignition account
Engagement and pricing strategies
Planning client communications
Efficiently preparing proposals
Growth Masterclass: How to plan for a successful year-end
On-demand
On-demand
Join us as we uncover what makes for a successful year-end for our fellow accounting professionals, Phil Gaudiano, CPA from Polygon Advisory Group LLC & David Villiotti from Villiotti & Associates. If you’re looking for ways to improve your year-end workflow, this is the session for you!
What you'll learn:
Preparation methods
Strategy
Tech stack
Growth Masterclass: Tips & tricks for marketing your firm and services
On-demand
On-demand
Marketing is a crucial part of every business and Ignition is here to help! Join industry professionals Jennie Moore from Moore Details Inc. and Anne Napolitano from Anne Napolitano Consulting Inc. as they navigate through different ways to effectively market your firm and services.
What you'll learn:
Marketing strategies
App stacks
Success stories
Best practices to help you increase social engagements and drive-in quality leads
Growth Masterclass: Effectively selling accounting services
On-demand
On-demand
Join us as we dive into the sales process for effectively selling accounting services. Marie Phillips from Connected Accounting LLC and Dan Gertrudes from GrowthLab Financial Services, Inc. will share their expertise.
What you'll learn:
Lead sources
Discovery and qualification
How to close the sale
Making the switch from Classic to New Proposal Editor with Pipeline view
On-demand
On-demand
Join Ignition Account Manager, Cindy Duong as she helps you navigate the move from the Classic to New Proposal Editor. With the introduction of the Pipeline feature in July, there has never been a better time to make the transition.
What you'll learn:
Practical strategies for making the switch
New features available in the proposal editor including Pipeline view
Pricing & Packaging Your Services
On-demand
On-demand
A solid pricing strategy is essential to business success yet it's often left in the too-hard basket. Ignition is here to help make it easier for you to set pricing that reflects the value you deliver and get paid with ease.
This session explores:
Practical advice on how to best format your services and templates
Aligning your strategy and pricing
Improving and managing your client experience through Ignition
Bootcamp 4.0
What's new in Ignition
Join us for a tour of the latest features and how you can use them to improve your client engagement experience.
Creating a beautiful first experience
Learn how to create a beautiful first impression when using Ignition to engage your clients.
Optimizing services & proposal options
Can you send out a proposal in under a minute? Optimize settings and get templates set up to save time!
Payments Masterclass
Learn everything you’ll need to know in order to use Ignition payments comfortably and confidently.
Zapier & advanced tips
Learn pro tips for the advanced user of Ignition covering start to end client communications, reporting, and how to use Zapier to automate.
How AccountAbility Inc. improved their workflow with Process Mapping
Watch On-demand
Watch On-demand
Join us for this post-tax season webinar to learn about how Kevin Smoot owner of AccountAbility was able to approach this tax season with confidence after ironing out their processes during a series of process mapping sessions with Ruby Tigbayan.
Key takeaways:
What last tax season looked like for AccountAbility Inc + their tax process pain points
What a process mapping session with Practice Ignition revealed about their practice and processes
How they benefitted from a process mapping session
What tax season looked like for AccountAbility Inc this year
Favorite Practice Ignition features/automation and advice for other firms
How to get your own PI Process map!
Reviewing systems, Change management & Project Planning process - How to choose the right software for your business
Watch On-demand
Watch On-demand
Join our own Workflow wizards Paul, Ruby & Emily in this practical webinar on how to choose and implement the right technology/app stack for your practice as we unpack the basics of workflow mapping and how it can be a useful tool to enhance your business processes.
Key takeaways:
What is workflow mapping and how can it benefit your practice
How to choose the right software for your firm
How to audit your own processes and identify the real problems to solve
Managing change - how to plan and implement new systems and workflow
Ways to automate and create more efficient workflows that will reduce your admin time significantly using Zapier
The positive impact this will have on your practice and overall client experience