K2'S 2022 Options To Automate Your Tax Preparation Workflow

Overview

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 that can 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!

Highlights

• Tax automation software options
• Learn about the best client collaboration options
• Leave with a checklist of tools to consider your tax practice

Prerequisites

Fundamental understanding of tax return preparation and software

Designed For

Business professionals who are seeking to stay abreast of major technology developments

Objectives

• 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

Preparation

None

Notice

This course is provided by a third-party vendor. Please note that login instructions will not be available in the ‘My Upcoming CPE’ section of the NESCPA website. Instead, the login instructions will be sent directly to you via email by ACPEN. Upon completing the course, your hours will be recorded in the ‘My CPE Tracker’ section of the NESCPA website.