Options to Automate Your Tax Preparation Workflow

Offered By:

Transformation Area:

Accounting Transformation
Tax Transformation

Field of Study:

Business Management & Organization - BMO

CPE Credits

1 Hour(s) - CPE Credit(s)

Duration

1 Hour(s)

Prerequisite(s)

None

Level

Intermediate

Content Type

Group Internet Based

Description

With tax busy seasons feeling more like tax crazy seasons each year, it’s time for tax preparers to leverage tax automation software and other innovations to restore some sanity. Attend this session to get updates on technologies and options to streamline tax return preparation, optimize client collaboration, and maximize firm profitability. Topics include client portals, workflow management, e-signatures, robotic process automation (RPA), outsourcing, and value pricing.

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, Managing Partners, Owners, HR Managers

Advanced Preparation

None.

Book Event

Session Cost: $50

Select how many seats you wish to purchase:

Available Registration: 100
The Session Cost: ticket is sold out. You can try another ticket or another date.

Date

September 22, 2025

Time

2:30 pm - 3:30 pm

Cost

$50
REGISTER