Options to Automate Your Tax Preparation Workflow
1:30 pm – 2:30 pm ET
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.
DESIGNED FOR:
Firm leaders, owners, managing partners.
LEARNING 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
CPE CREDIT: 1 hour
FIELD OF STUDY: Business Management
PREREQUISITES: None
LEVEL: Intermediate
DELIVERY METHOD: Group Internet Based
SPEAKER BIO:
Donny Shimamoto, CPA, CITP, CGMA
|
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 an 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 aj.mangual@agn.org.