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.

• 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

• 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