Image
Learning

Options to Automate Your Tax Preparation Workflow (On Demand)

Transformation Area
Accounting Transformation
Finance Transformation
On Demand
Tax Transformation

Image
$10
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.

Already enrolled?
Login to Access

Offered By:

Transformation Area:

Field of Study:

Information Technology - IT
On Demand

CPE Credits

1 Hours

Prerequisite(s)

None.

Content Type

Video

Level

Beginner

Assessment

No

Course Overview

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.

Learning 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

Intended Audience

Firm leaders, owners, managing partners, IT managers.

Advanced Preparation

None.

You Might Also Be Interested In: