K2's 2022 Options to Automate Your Tax Preparation Workflow
Online
2.00 Credits
Member Price $79.00
Non-Member Price $109.00
Overview
Tax Season can be a daunting time for tax preparers, but it doesn’t have to be with the help of tax automation software tools and other innovative technology. This session will provide an overview of the latest technologies and tools that can help automate your workflow and make the entire tax return preparation process smoother and more efficient. From client portals, workflow management, and e-signatures to robotic process automation, you’ll learn about all the options available to help streamline your tax preparation process. So don’t dread Tax Season - attend this session and arm yourself with the tools you need to succeed!
Objectives
- Identify key tax return preparation processes that have technology automation solutions
- Differentiate between vendor options for key tax return preparation processes
- List examples of how preparers can use RPA to automate tax processing
Highlights
- Tax automation software options
- Learn about the best client collaboration options
- Leave with a checklist of tools to consider your tax practice
Designed For
Business professionals who are seeking to stay abreast of major technology developments
Prerequisites
Fundamental understanding of tax return preparation and software
Preparation
None
Notice
Your webinar can be accessed via https://ctcpas.acpen.com/Account/loginhttps://ctcpas.acpen.com/. If you do not have an ACPEN account, please sign up for an account using the email address you have on file with CTCPA.
Leader(s):
Leader Bios
Randolph Johnston, Executive Vice President, Shareholder, K2 Enterprises, LLC
Randy Johnston is a nationally recognized educator, consultant, and writer with over 40 years of experience in Strategic Technology Planning, Accounting Software Selection, Paperless, Systems, and Network Integration, Business Continuity and Disaster Recovery Planning, Business Development and Management, Process Engineering, and outsourced managed services.
Non-Member Price $109.00
Member Price $79.00