Automating & Optimizing Tax Workflow Experience Lab

Offered By:

Transformation Area:

Accounting Transformation

Field of Study:

CPE Credits

6 Hour(s) - CPE Credit(s)


6 Hour(s)


Experience Lab


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.


  • 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

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No Current Dates Scheduled
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October 1, 2021


11:00 am - 5:00 pm