Tax Tales: Horror Stories & Solutions with Nick Boscia and Caleb Jenkins

Course Description

Ever lost a client's documents? Have an office flood in early April? Clients repeatedly send you the wrong files? You're not alone! Join Nick Boscia, CPA, EA and Caleb Jenkins, EA, CQP as they share their biggest tax season mess-ups and what they?ve learned from them. No sugar-coating ? just real stories about tax disasters and the solutions that saved the day. Nick and Caleb will share what went wrong, what they learned, and how they made sure it never happened again.

Major Topics

• Document Management Failures and Prevention Systems
• Technology Backup Plans for Peak Season Continuity
• Client Boundaries and Pricing Strategies That Prevent Burnout

Learning Objectives

Upon completing this course, you should be able to:

• Document management disasters that shut down practices (and how to prevent them)
• Security breaches with client data and how to stay protected
• Pricing mistakes that lead to burnout and boundaries that create balance
• Technology failures during peak season and essential backup plans
• Setting firm deadlines that transformed client relationships and profitability

Course Information

• CPD Credit: 1.0 hours Taxes
• Prerequisites: None
• Program Level: Basic
• Advance Preparation: None
• Who Should Participate: Update this attribute value to the course desired audience.

Instructor

• Name: Smart Vault
• Hometown: Houston, TX
• Bio: SmartVault is a leading document management and workflow automation platform built specifically for accounting and tax professionals. For over 15 years, the company has powered secure, compliant operations for more than 30,000 accounting and tax practitioners serving 3 million global users. The platform stores over 500 million documents with industry-leading security standards, including SOC 2 Type 2 compliance and a proven track record of 100% uptime. SmartVault streamlines the entire tax preparation lifecycle?from client engagement and document collection through return preparation, secure delivery, and audit-ready archiving. By integrating seamlessly with leading accounting software including Rightworks, TaxCalc, Juno (formerly TruePrep AI), and Microsoft Outlook, SmartVault eliminates the disjointed tools and email chaos that complicate tax season workflows. The platform enables firms to operate entirely paperless and cloud-based, reducing IT costs while maintaining rigorous security and accessibility standards that protect sensitive client data and ensure 24/7 availability for both practitioners and their clients.