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Tools and Tips for Data Efficiency During Busy Season
Transformation Area:
Accounting Transformation
Tax Transformation
Field of Study:
Computer Software & Applications - CSA
CPE Credits
1 Hour(s) - CPE Credit(s)
Duration
1 Hour(s)
Delivery
Webinar
Description
Most accounting firms are approaching their next busy season with fewer staff than they had in prior years. This presentation will help firms identify some tools and tips to streamline certain processes involving client data so that accounting firms can get more out of their existing staff during the next busy season.
Objectives
Attend this session and learn how to:
- Review various types of data encountered by accountants
- Discuss common challenges accountants face with that data
- Identify solutions that accounting firms can utilize to mitigate inefficiencies when working with client data