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Diane Yetter
Original SalesTaxNerd who shares her knowledge & skills to help others tackle sales tax issues. Consultant & Educator. NAWBO Chicago Woman Business Owner 2020. 100 Most Influential People in Accounting.
Professional Background
Diane Yetter is a dynamic expert in the field of taxation, having built a remarkable career dedicated to empowering businesses with strategic sales tax solutions. As the Founder of the Sales Tax Institute, she has cultivated a platform that provides unparalleled education and resources for tax professionals, equipping them with the knowledge necessary to navigate the complex world of sales tax regulations. Recognized as a 'Salestaxnerd,' Diane leverages her expertise to simplify tax systems and foster understanding among her clients and peers alike.
Through her previous roles, Diane has demonstrated a robust ability to bridge the gap between tax compliance and technology. As the former Owner of YETTER, her innovative approach to integrating technology within traditional tax practices has set benchmarks in the industry. Her early career included impactful positions such as Manager at Arthur Andersen and Sales & Use Tax Accountant at Quaker Oats, where she honed her technical skills and gained valuable insights into corporate tax strategies. Additionally, her foundational experience as a Revenue Auditor II at the Kansas Department of Revenue provided her with a deep understanding of public sector operations and compliance standards.
Diane’s commitment to advancing the field of sales tax has earned her recognition as one of the '100 Most Influential People in Accounting.' In 2020, she was honored as a NAWBO Chicago Woman Business Owner, a testament to her leadership and impactful presence in the business community.
Education and Achievements
Diane Yetter's educational journey laid the groundwork for her impressive career. She earned her Bachelor of Science in Accounting and Business Administration from The University of Kansas School of Business, where she developed a strong foundation in financial principles and business operations. Following that, she pursued a Master of Science in Taxation at DePaul University, further sharpening her skills and expanding her knowledge in tax law and strategy.
Diane’s professional accomplishments are marked by numerous awards and accolades that reflect her dedication and influence in the accounting and taxation field. Her receipt of the NAWBO Chicago Woman Business Owner award highlights her role as a trailblazer for women in business and her ability to inspire others in the tax profession.
Achievements
Beyond her leadership roles and entrepreneurial ventures, Diane Yetter serves as a mentor and advocate within the taxation community. Her initiatives at the Sales Tax Institute have not only educated countless tax professionals but have also transformed how businesses perceive and approach sales tax compliance. Diane’s thought leadership is evident through her contributions to various industry publications and speaking engagements, where she shares insights on sales tax strategies, compliance, and the future of taxation in the digital age.
In her pursuit to transform the perception of sales tax and foster professional development, Diane has established a legacy of excellence and innovation in the accounting industry. Her ability to blend technical knowledge with practical application has made her a sought-after resource for businesses aiming to optimize their tax processes while ensuring compliance with ever-evolving tax regulations.
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Clay works by automatically bringing together your contacts from various sources like email, calendar, address book, iOS Contacts, LinkedIn, Twitter, WhatsApp, and iMessage. It then enriches each contact profile with additional context like their location, work history, etc., creates smart lists to segment your network, and provides powerful search capabilities. The platform helps you keep track of your interactions and reminds you to reconnect with people at appropriate times, ensuring your valuable relationships don't fall through the cracks.
Clay offers several powerful features including:
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- Reminders and Notes: Helps you remember important details about contacts
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- Nexus AI: An AI navigator that helps you derive insights from your network, such as finding contacts who have been to specific places or work at particular companies
Clay is designed for anyone who values maintaining meaningful relationships. The app is popular among a wide range of industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. It’s even used by half the Fortune 500! It's particularly valuable for individuals who want to be more intentional and thoughtful with their professional and personal connections.
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Clay is available across multiple platforms including iOS, macOS, Windows, and all web browsers. Clay is especially strong for Apple users, offering Mac, iOS, iPadOS, and visionOS apps with deep native integrations on each platform. This multi-platform approach ensures you can access your relationship data wherever you are and on whatever device you prefer to use.
Clay offers tiered pricing options to suit different needs. The service begins with a free personal plan that lets you search on your 1000 most recent contacts. Clay offers a Pro Plan ($10 when billed annually) with unlimited contacts. Clay for Teams starts at $49/month/seat. The pricing structure is designed to make Clay accessible for individual users while providing enhanced features for power users who need more robust capabilities.
Yes, Clay offers extensive integration capabilities. Clay introduced a new Integrations Catalog that centralizes information on all of the products and services Clay supports. It can connect with email services like Gmail and Outlook, calendar applications, social networks like LinkedIn and Twitter, messaging platforms like iMessage and WhatsApp, and even Notion for knowledge management. Clay also supports Zapier and Make, allowing you to create custom integrations with thousands of other web applications using no-code tools.
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Clay offers many advantages over other personal CRMs. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Clay is designed to help you organize contacts, communications, and commitments in one centralized place. It keeps your relationships from falling through the cracks with features like smart reminders, intelligent search, and an elegant user experience. Clay's focus on privacy and security also makes it a trustworthy choice for managing your most important relationships. Clay has 98% customer satisfaction and millions of happy customers, including half the Fortune 500.
Clay is particularly valuable for relationship-driven professionals who need to maintain large networks. The app is popular among many industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. Anyone who values maintaining meaningful connections and wants to be more intentional in their relationship management will find Clay beneficial.
Clay offers competitive pricing in the personal CRM market. Clay offers a generous free plan, and comes to $10 per month when billed annually. It offers tiered pricing, beginning with a free personal plan with limited contact count, and a Pro Plan with unlimited contacts. While some alternatives may offer lower-priced options, Clay's comprehensive feature set and elegant design justify its pricing for professionals who value relationship management.
Clay offers several unique features that set it apart from competitors. Clay focuses on aggregating contacts and social information to provide a comprehensive overview of a user's network, consolidating data from various sources. Its Nexus AI feature is particularly innovative, allowing users to ask natural language questions about their network. Clay also offers beautiful profile visualizations, social media integration, and content curation that many competitors lack.
Yes. Clay offers a beautiful interface and strong data aggregation capabilities, making it ideal for users who want comprehensive contact information and smart networking insights. Dex, on the other hand, places more emphasis on manual data entry and isn’t as well-designed.
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