Options to Automate Your Tax Preparation Workflow

Description

As tax busy season, seems to keep being tax crazy season year after year, tax preparers must begin leveraging tax automation software and other innovations to help bring some sanity back to their work. Attend this session to get updates about the technologies and other options available to help streamline tax return preparation, optimize client collaboration, and maximize firm profitability. The topics we'll touch on include: client portals, workflow management, e-signatures, robotic process automation (RPA), outsourcing, and value pricing.

Highlights

As tax busy season, seems to keep being tax crazy season year after year, tax preparers must begin leveraging tax automation software and other innovations to help bring some sanity back to their work. Attend this session to get updates about the technologies and other options available to help streamline tax return preparation, optimize client collaboration, and maximize firm profitability. The topics we'll touch on include: client portals, workflow management, e-signatures, robotic process automation (RPA), outsourcing, and value pricing.

Objectives

Identify key tax return preparation processes that have technology automation solutions

Identify vendor options for key tax return preparation processes

Describe how Robotic Process Automation can be used to automate tax processes

Designed For

Business Management & Organization (BMO)

Firm leaders, owners, managing partners