Please note: This course will expire on Wednesday, April 30, 2025 at 11:59 pm ET. Please complete the course AND submit credit before the deadline.
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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!
Event Level: Intermediate
Who Should Attend: Accounting and tax professionals interested in the latest developments in automation technologies for tax practices
Required Knowledge: Fundamental understanding of tax return preparation software
Advanced Preparation: Fundamental understanding of tax return preparation software
Vendor: K2 Enterprises
Speaker: Johnston, Randolph