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)


1 Hour(s)




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.


• 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

Additional Information

Intended Audience: Firm leaders, Managing Partners, Owners, HR Managers
Prerequisite(s): None
Advanced Prep: None
Program Level Knowledge: Basic



Administrative Policies

Additional information on our administrative policies, including our cancellation policy, can be found here.


November 9, 2023


2:00 pm - 3:00 pm