K2'S Options To Automate Your Tax Preparation Workflow

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.