K2's Options To Automate Your Tax Preparation Workflow

Wednesday, November 20, 2024

Webcast or Webinar, Online

3:00 PM - 5:00 PM (opens at 2:30 PM) EST

2Credits

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$89.00 Regular Price

Non-Members

$119.00 Regular Price

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Course Type: Webcast

Course Code: 24/8127685

Level: Intermediate

Vendor: California CPA Education Foundation

Field of Study: Computer Software and Applications

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 to 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

Major Topics:

• Tax automation software options • Learn about the best client collaboration options • Leave with a checklist of tools to consider your tax practice

Major Topics:

• Tax automation software options • Learn about the best client collaboration options • Leave with a checklist of tools to consider your tax practice

Designed For:

Accounting and tax professionals interested in the latest developments in automation technologies for tax practices

Prerequisites:

Fundamental understanding of tax return preparation software