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Digital Tax Transformation for Non-Techies

Type: Center For Accounting
Starts
28 May 2026 3:30 pm ET
Ends
28 May 2026 4:30 pm ET

3:30 PM – 4:30 PM ET

Digital Tax Transformation for Non-Techies

For decades, tax was the technology step-child of the accounting profession—however that is no longer the case. Recent developments in AI and increased vendor interest in helping tax firms has resulted in a bunch of technologies designed to help tax practitioners automate and optimize their work. Attend this session to get an update on the tax technologies, changes to workflow, and practice management suggestions to transform your tax practice.

Learning Objectives
  • Identify technology developments supporting tax practices
  • Define the standard processes/tasks in tax workflow
  • Describe business practices that help improve profitability when adopting tax automation

Designed for: Managing partners, tax practice leaders, tax practitioners.

CPE CREDIT: 1 hour
FIELD OF STUDY: Business Management & Organization
PREREQUISITES: None 
LEVEL: Basic
DELIVERY METHOD: Group Internet Based


Speaker Bio


Donny Shimamoto, CPA, CITP, CGMA

Founder


Intraprise TechKnowlogies LLC

Donny is the founder and managing director of Intraprise TechKnowlogies LLC, an advisory-focused CPA firm focused on innovation acceleration and organizational development for small businesses, middle market organizations, and nonprofits. Donny is a recognized thought leader and educator in the fields of accounting technology, IT risk management, and performance management. His dedication to helping accountants and organizations strategically leverage technology while proactively managing their business and technical risk is paramount.

Donny also serves as a business transformation advisor and outsourced “IT partner” for local & regional firms, finance departments, and internal audit departments who lack in-house IT executive leadership and IT audit expertise; He helps with risk assessments, IT-related advisory services, development of innovation strategies, streamlining of internal firm/department operations, and increasing staff proficiency with IT tools supporting internal operations and accounting/audit services delivery.

 

NOTE: Connection instructions will come directly from the Center for Accounting Transformation (C4AT). AGN covers the registration fees for these webinars as a benefit to our members. Please help us cut down on no-shows by cancelling in advance if you are no longer able to attend. Cancellation requests should be sent to [email protected].

AGN International – Americas, LLC 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

Texas CPAs: AGN International – Americas, LLC is also registered with the Texas State Board of Public Accountancy. (Sponsor ID: 010173)

Questions and comments can be directed to AGN Programs Manager Misean Reed.

Register