ODX09326: The Modern Tax Workflow

Online

Description

Tax professionals spend countless hours sorting documents, managing workflow bottlenecks and correcting process inefficiencies that have little to do with actual tax work. In this course, you’ll learn how modern firms are rethinking the tax workflow from intake to review. Through practical exercises and demonstrations using GruntWorx, you’ll identify workflow bottlenecks, explore where automation creates the most value and discover how to move repetitive work out of the hands of highly trained professionals. You’ll leave with a clearer understanding of where time is being lost today, how automation and human expertise work together, and what steps you can take to build a more efficient, scalable and sustainable tax process.

Event Code:ONDEMAND-946
Other fields:
  • On Demand
CPE Sponsors LogoThe North Carolina Association of Certified Public Accountants is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org/.

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