Digital Tax Transformation for Non-Techies

Course Details

Date

Monday, December 21, 2026

9:30am – 10:30am
(Registration: 9:30am)

Field of Study

Business Management

Course Number

DTT03

CPE Credit

1 hour CPE credit

Instructor

Donny C. Shimamoto

Level of Knowledge

Basic

Vendor

IntrapriseTechKnowlogies LLC

Prerequisites

None

Description

For decades, tax was the technology step-child of the accounting profession - however that is no longer the case. Recent developments in AI and increased vendor interest in helping tax firms has resulted in a bunch of technologies designed to help tax practitioners automate and optimize their work. Attend this session to get an update on the tax technologies, changes to workflow, and practice management suggestions to transform your tax practice.

Objectives

Identify technology developments supporting tax practices

Define the standard processes/tasks in tax workflow

Describe business practices that help improve profitability when adopting tax automation

Designed For

Managing Partners, Tax Practice Leaders, Tax Practitioners

Course Pricing

Member Fee Applicable if you are a HSCPA member in good standing.	$50.00
Non-Member Fee Applicable if you are not a HSCPA member.	$75.00
Your Price	$75.00

CPE Choice

Learn more about CPE Choice.

This course does not qualify for CPE Choice.

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