Options to Automate Your Tax Preparation Workflow by Center for Accounting Transformation

Description:

As tax busy season, seems to keep being tax crazy season year after year, tax preparers must begin leveraging tax automation software and other innovations to help bring some sanity back to their work. Attend this session to get updates about the technologies and
other options available to help streamline tax return preparation, optimize client collaboration, and maximize firm profitability. The topics we’ll touch on include: client portals, workflow management, e-signatures, robotic process automation (RPA), outsourcing, and value pricing. (LIVE VIDEOCONFERENCE)

Highlights:

Get updates about the technologies and other options available to help streamline tax return preparation, optimize client collaboration, and maximize firm profitability

 

 

Objectives:

• Identify key tax return preparation processes that have technology automation solutions
• Identify vendor options for key tax return preparation processes
• Describe how Robotic Process Automation can be used to automate tax processes

Prerequisites:

None

Category:

MG

Credits:

1

Course Level:

Intermediate

Members

Standard Fee: $32.00

Non-Members

Standard Fee: $34.00

Register Now

Vendor:

Center for Accounting Transformation

Start:

December 12, 2022 1:00pm

End:

December 12, 2022 2:00pm

Check-in starts at 12:55pm

Leader:

Shimamoto, Donny

An innovative thought leader, Donny is dedicated to strategic growth and transformation and throughout his career, has gained invaluable knowledge and exposure to a wide range of industries and sectors allowing him to harness the unique ability to bridge between business and technology.

In 2001, Donny founded IntrapriseTechknowlogies LLC, a specialized CPA firm dedicated to helping small businesses and middle market organizations leverage strategic technologies, proactively manage their business and technical risks, and enable balanced organizational growth, and development. Donny also works with larger organizations as a trusted business advisor, facilitating organizational strategic planning and execution, IT governance and planning, enterprise architecture, information architecture and assurance, business process improvement, and business intelligence initiatives.

Designed For:

Firm leaders, owners, managing partners

No

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