K2's Tax and Technology Conference (VIRTUAL)
Online
8.00 Credits
Member Price $289.00
Price will increase by $35 after 12/16
Non-Member Price $414.00
Price will increase by $35 after 12/16
Overview
Busy season is right around the corner, and the technology choices you make now will determine whether you spend the next few months swimming or drowning. This one-day virtual event cuts through the noise to focus on what actually works in 2026—the software, systems, and strategies that help small and medium tax practices operate more efficiently and profitably. We’re talking about real solutions for real practitioners: tax preparation platforms that integrate with your existing workflows, document management that doesn’t require a computer science degree, client portals that actually get used, and firm management tools built for how you work today.
Whether you’re looking to automate repetitive tasks, streamline client communication, or finally get your practice operating like the well-oiled machine you know it can be, this conference delivers actionable technology insights you can put to work immediately. Don’t head into another busy season with outdated tools and inefficient processes—spend a day with us and discover how the right technology choices can save you time, reduce stress, and help you deliver better service to your clients.
Objectives
- Evaluate current tax preparation and practice management platforms to identify which solutions best fit your firm's size, client base, and workflow requirements
- Implement document management and client collaboration tools that reduce administrative burden and improve turnaround times during busy season
- Apply proven strategies for integrating multiple software systems to create seamless workflows from client intake through filing and follow-up
- Identify opportunities to automate routine tasks and processes, freeing up time for higher-value advisory work and client service
- Assess emerging technology trends in the tax preparation space and determine which innovations are worth adopting in your practice
Highlights
- Tax Preparation Software Solutions for Small & Medium Firms
- Document Management Systems That Actually Work for Tax Season
- Practice Management Tools: Client Portals, Workflow Automation & Communication
- Integrating Your Tech Stack: Making Different Systems Work Together
- Efficiency Strategies for Bookkeeping, Tax Prep & Client Service
- What's New in Tax Technology: 2026 Tools Worth Your Attention
Designed For
Tax Practitioners
Preparation
None
Notice
By registering for this program and, accordingly, receiving the eMaterials, you're acknowledging that you understand both the copyright restrictions on your eMaterials and the CTCPA cancellation policy.
Wednesday, December 23
General Session
- K2's CPA Firm Update
Randolph Johnston, Executive Vice President, Shareholder, K2 Enterprises, LLCRandolph Johnston
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.
In a rapidly evolving public practice accounting landscape, K2’s CPA Firm Update continues to be your essential guide to staying ahead. This session provides actionable insights into transformative technologies and management strategies reshaping the profession. With a focus on data analytics, cybersecurity, practice management, and client service excellence, this year’s update delves into how firms can thrive amidst change. Key technologies covered include AI-powered auditing, blockchain applications for financial processes, advancements in cloud computing, robotic process automation (RPA), and workflow optimization tools. Gain clarity on significant trends and how they affect your firm’s strategy, enabling you to make well-informed decisions for sustainable growth.
Credits: 2 - Accounting
This session is available to registrants only.
General Session
- K2’s AI-Powered Tax Workflow: Portals, Prep Tools, and Automation
Brian Tankersley, Director of Strategic Relationships, K2 Enterprises, LLCBrian Tankersley
Brian Tankersley is a consultant who advises US firms and companies on accounting technology issues. Mr. Tankersley is a frequent speaker at continuing education courses for K2 Enterprises, writes for multiple accounting media outlets, and publishes a nationally recognized blog on accounting and technology (www.cpatechblog.com). Mr. Tankersley has over 30 years of professional experience, including accounting, auditing, technology, and education, has been with K2 Enterprises since 2005.
Tankersley has been recognized eight times as one of the “Top 25 Thought Leaders in Public Accounting Technology” by Cygnus Business Media. Brian has made presentations in 48 of the 50 US states and has served as a guest speaker for many professional accounting organizations across Canada. He has received numerous awards for his writing and speaking from state CPA societies. Brian has presented sessions at most major national accounting technology conferences, including AICPA TECH+/Practitioners Conference, The Sleeter Group’s Solutions Conference, Sage Summit, CCH Connections, and Thomson Reuters Synergy User Conference.
Brian is a certified public accountant (Tennessee), a certified information technology professional (CITP), and a Chartered Global Management Accountant (CGMA). He holds bachelor’s degrees in both Accounting and Finance, cum laude, from the University of Tennessee. Tankersley also maintains numerous vendor software certifications, and is a member of the Tennessee Society of CPAs and the American Institute of CPAs.
Brian and his family make their home in Farragut, Tennessee.
Discover how AI can streamline tax workflows, enhance preparation tools, and automate processes for efficiency and accuracy.
Credits: 2 - Taxes
This session is available to registrants only.
General Session
- K2's Excel Tips for an Efficient Tax Season
Thomas Stephens Jr., Shareholder, K2 Enterprises, LLCThomas Stephens Jr.
Tommy Stephens received a Bachelor of Science in Business Administration degree (Major in Accounting) from Auburn University in 1985. In 1992, he earned a Master of Science degree (Major in Finance) from Georgia State University in Atlanta. Presently, Tommy is a Certified Public Accountant, a Certified Information Technology Professional, and a Chartered Global Management Accountant.
During his professional career, Tommy has gained valuable experience in a variety of positions, including:
• Working as an auditor and technology consultant for an Atlanta-based public accounting firm; • Leading an Internal Audit staff and managing a Cost Accounting team for a Fortune 500 company; • Serving as a Chief Financial Officer for an international engineering organization; and • Founding and managing his public accounting firm that provides accounting, tax, and consulting services to individuals and a variety of small and emerging businesses.
In 1995, Tommy began authoring and presenting continuing professional education courses to accounting and finance professionals. In 2003, he affiliated with K2 Enterprises, and in 2007, he joined the firm as a partner. Over the past twenty-seven years, Tommy has presented over 2,900 educational sessions to over 73,000 participants throughout the United States and Canada.
Tommy maintains professional memberships with the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants. Additionally, he is a past member of the Institute of Internal Auditors.
Credits: 2 - Computer Software & Applications
This session is available to registrants only.
General Session
- Securing Confidentiality: Safeguarding Client Data Under IRS Rules
Steve Yoss Jr., Associate, K2 Enterprises, LLCSteve Yoss Jr.
Stephen M. Yoss, Jr., MS, CPA, is a visionary CPA and the entrepreneurial mind behind Devmatics, LLC. Starting his tech journey at age 10, Stephen quickly progressed to establish his own IT company at 13 and began crafting software by 15. He holds a dual degree in Accountancy and International Business from Loyola Marymount, complemented by an Masters of Science in Information Systems and Technology with a focus on Geographic Information Systems from Claremont Graduate University.
At the helm of Devmatics since 2017, Stephen specializes in developing tailored software solutions, mobile apps, and sophisticated automation systems to solve complex, critical challenges for a variety of clients. His innovative approach to technology was first applied at his family’s firm, Yoss & Allen, where he revolutionized their technological infrastructure.
As an authoritative speaker and prolific author, Stephen is a powerhouse in professional education, presenting at over 100 events annually and having authored more than 50 CPE courses. His sessions, packed with expertise and actionable insights, cover critical technology topics from cloud computing to preventing data breaches, artificial intelligence, automation, and empowering professionals across the globe.
Stephen’s expertise in the realm of pyrotechnics is equally impressive. As a licensed pyrotechnician, he’s contributed to some of the nation’s most memorable fireworks displays, including the Macy’s July 4th Spectacular and the Golden Gate Bridge’s 75th Anniversary celebrations, the annual Burning Man event, and many other shows around the country. His precision and creativity illuminate the sky, showcasing his dedication to this explosive art form.
When he’s not developing software, enlightening professionals, or lighting up the sky with fireworks, Stephen indulges in his passions for music, community service, and the great outdoors. His commitment to community and adventure is evident, whether he’s at Burning Man or volunteering in his hometown of Big Bear Lake, CA.
Dive deeper into Stephen’s blend of technological innovation, educational contribution, and pyrotechnic artistry at https://yoss.io.
Tax Security Essentials: Implementing a WISP for Tax Professionals
Tax practices face a critical responsibility: safeguarding client data against cyber threats. This course is tailored for professionals in the tax industry, offering a deep dive into the essentials of creating and maintaining a Written Information Security Plan (WISP) as mandated by IRS regulations and the FTC Safeguards Rule. With a focus on IRS Publications 4557, 5293, and 5708, along with insights from NISTIR 7621, participants will learn not just the theory but the practical steps needed to enhance their practice’s security posture. The course content is designed to be direct and engaging, ensuring that attendees can easily translate knowledge into action.
The curriculum covers a broad spectrum of critical topics, from developing a compliant WISP to recognizing and responding to cyber threats, and from implementing strong access controls to effective data protection measures. Special emphasis is placed on real-world strategies for preventing data breaches, including the use of encryption, backup procedures, and secure data disposal methods. Participants will also explore the importance of employee training and the continuous monitoring and improvement of security practices to address new cyber threats and business changes. For tax professionals committed to upholding the highest standards of data security and building a trust-based relationship with their clients, this course is a vital resource. Attendees will not only gain the knowledge to protect their clients’ data but also the confidence to implement best practices within their organization.
Credits: 2 - Taxes
This session is available to registrants only.
Non-Member Price $414.00
Member Price $289.00