Automating & Optimizing Tax Workflow Experience Lab

Offered By:

Transformation Area:

Firm Transformation
Tax Transformation

CPE Credits

6 Hour(s) - CPE Credit(s)

Duration

6 Hour(s)

Delivery

Experience Lab

Description

SPECIAL DISCOUNT FOR LINKEDIN AUDIENCE – 50% OFF PUBLISHED PRICE

One of the keys to success to automating tax return preparation is to map out your workflow and ensure that you are not automating a flawed process. Lean Six Sigma (LSS) techniques should also be applied to balance efficiency and quality, with the effectiveness of maintaining a client relationship and opening the door to advisory services.  Attend this workshop to learn how to develop a standardized process for your firm and apply LSS techniques to optimize your workflow. Then see how these processes can be automated via software tools from vendors, with hands on exercises in trial versions of the vendors’ tools so that you know it’s not just smoke and mirrors.

Note: As a bonus for registering for this program through our LinkedIn invitation, you will receive 50% off the published registration price. To claim your discount, please use discount coupon code: linkedin-50 during checkout.

Objectives

  • Learn how to develop a standardized process for your firm
  • Learn how to apply Lean Six Sigma techniques to optimize your workflow
  • See how these process can be automated via software tools

Additional Information

Sponsored by

                                       

Date

December 17, 2021
Expired!

Time

11:00 am - 5:00 pm

Cost

$300.00