Top Tax Transformations Before Busy Season

Offered By:

Transformation Area:

Accounting Transformation
Digital Transformation
Firm Transformation
Tax Transformation

Field of Study:

Information Technology - IT

CPE Credits

1 Hour(s) - CPE Credit(s)

Duration

1 Hour(s)

Prerequisite(s)

None

Level

Basic

Content Type

Group Internet Based

Description

You’ve got about two months before busy season goes into full swing. What are some of the top transformations that you can complete in this short window? Join us for this webinar for tips on the 8 key tax workflow steps, way to accelerate your cash flow before busy season even starts, and 6 automation opportunities that can be put in place quickly. We’ll also cover ways to improve your cybersecurity including updating your WISP, protecting you from ransomware, and preventing a data breach. Let us help make your busy season less stressful before it even starts!

Learn about:

  • 8 optimal tax workflow steps – what they are and why you don’t want too many
  • Automating engagement letters and tying that to getting retainers from clients so that you get paid upfront
  • Common automations that can be put in place quickly
    • Improvements in zero data entry solutions to read data from tax forms more accurately
    • Using electronic billing and payment to get paid faster
    • Using video recordings in place of tax return delivery meetings
    • The best client meeting scheduling apps
    • AI note takers for meetings with clients
  • Cybersecurity enhancements
    • Regulatory updates that you need to ensure are included in your WISP
    • Affordable ransomware and data breach protection technologies

Objectives

  • Define the 8 optimal tax workflow steps
  • Describe how upfront pricing can improve cash flow
  • Identify cybersecurity measures to reduce ransomware and data breach risks

Intended Audience

  • Tax practitioners, firm admins and practice managers

Advanced Preparation

None

Book Event

Session cost: $100

Select how many seats you wish to purchase:

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

Date

November 21, 2024

Time

12:00 pm - 1:00 pm

Cost

$100
REGISTER