Options to Automate Your Tax Preparation Workflow

Description

With tax busy seasons feeling more like tax crazy seasons each year, it's time for tax preparers to leverage tax automation software and other innovations to restore some sanity.

Attend this session to get updates on technologies and options to streamline tax return preparation, optimize client collaboration, and maximize firm profitability. Topics include client portals, workflow management, e-signatures, robotic process automation (RPA), outsourcing, and value pricing.

Objectives

• Identify key tax return preparation processes that have technology automation solutions
• Identify vendor options for key tax return preparation processes
• Describe how Robotic Process Automation can be used to automate tax processes

Designed For

Firm leaders, owners, managing partners, IT managers