Description
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.
For licensing purposes, all CPE applies to the calendar year in which a course was taken and completed.
Save a copy of your Certificate of Completion for your records. Once submitted, your CPE hours will also reflect in your official CPE transcript.
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
Objective
* 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
Credit Types
- Computer Software & Applications: 2
Event Speaker(s)
Registration Fees
| Registration | Type | Price |
|---|---|---|
| On Demand (2 hours) | Members | $100.00 |
| On Demand (2 hours) | Non Members | $225.00 |
The 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/.For information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call 800-469-1352.