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Options to Automate Your Tax Preparation Workflow
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
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.
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
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