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Landlordstudio
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Five Steps to Streamline Your Schedule E Clients

FIVE STEPS TO STREAMLINE YOUR SCHEDULE E CLIENTS

Cost Free
Presentation Length 1.0 hour

Recorded DateJune 21, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

With tax season behind you, now is the time to get your Schedule E clients organized.

This webinar provides five actionable steps to share with your rental property clients to streamline their rental property bookkeeping and information management. In addition, you'll learn about new tools that will help your clients better manage their rental properties throughout the year. So, in addition to helping these clients, when it comes to tax time, you'll have all the information and documents you need—saving you valuable time.

Learning Objectives:     


  • Determine how to streamline your rental property clients at tax time

  • Recognize how to talk to clients about new systems and tools for a simpler Schedule E

  • Identify how to add value to this group of clients

  • Determine why Excel is not the right tool for your rental property clients

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Landlordstudio

Logan Ransley is the co-founder of Landlord Studio and an official member of the Forbes Real Estate Council. Landlord Studio provides rental accounting and property management software for 3500+ DIY landlords (with 27,000+ properties under management) to help them stay organized and prepared for the tax season. Prior to Landlord Studio, Logan founded Ranseur Digital, a full-suite digital marketing and strategy agency that provides consulting, paid marketing, and strategy consulting for e-commerce businesses.

About Our Presenter

Landlordstudio
For landlords who are self-managing their rental properties, our platform offers a purpose-built method of tracking income and expenses, harnessing automation including open banking to streamline payment tracking and management. Landlord Studio also assists with property management by automating workflow and centralizing information. Track Income, Deposits, and Expenses Online Rent Collection Upload Receipts and Documents Personal and Tenant Reminders SmartMove Tenant Screening.