WEBINAR: AUGUST 10, 2023

WEBINAR: AUGUST 10, 2023

Options to Automate Your Tax Preparation Workflow
August 10, 2023 @ 1-1:50pm ET

CPA firms have always had challenging times, and the last few years emphasized that point. Technology changes, new service offerings, and profitable compliance will have to be executed well during the next five years. During this session we explore how to structure your practice by planning in the pre-season and exploring outsourcing options.  We will dive into using technology to improve workflow, collaborating with clients and develop a plan for ease of delivery and completion.  Learn about your tax technology tool options and how to offer higher value services to your clients.

    Who Should Attend

  • Partners in charge of IT for your firm
  • Managing Partners
  • Internal IT team members wanting to vet suppliers
  • Accountants that want to understand the IT considerations to mitigate risk
  • IT steering committee members from CPA firms, or those interested in IT
    Learning Objectives

  • Identify key tax return preparation processes that have technology automation solutions
  • Learn how to differentiate between vendor options for key tax return preparation processes
  • List examples of how preparers can use RPA to automate tax processing
WEBINAR: AUGUST 10, 2023
Presenter: Randy Johnston
Executive Vice President of K2 Enterprises

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ADDITIONAL INFORMATION
Instructional Delivery Method:
Group Live Internet-Based. The instructional method is lecture with active group participation and visual aids.
CPE Credit: 1 
Field of Study: Specialized Knowledge and Application
Prerequisite: None
Program Level: Basic
Advanced Preparation: None
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WEBINAR: AUGUST 10, 2023CPA Leadership Institute, Inc. is registered with the National Association of the State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of the individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org.