Each January, filing teams unknowingly lose 40–60 hours per client in batches chasing forms, correcting errors, and scrambling to meet deadlines. The real problem? Most of that time loss is hidden in manual steps no one is tracking.

In this fast-paced session, we’ll map out the five most common time traps in your current 1099 process, from chasing missing W-9s to last-minute form fixes. You’ll see how this “invisible work” adds up to hundreds of wasted hours across clients.

Then, we’ll walk you through a proven automation playbook used by top firms to reclaim that time. You’ll learn how to preempt filing chaos with smarter collection, validation, and workflow management and how to start now, before Q4 hits.

Packed with real, firm results, a 30-day sprint plan, and an exclusive ROI calculator, this session is your chance to turn January from a bottleneck into a breeze.