24WA-1145: K2's Options To Automate Your Tax Preparation Workflow (Webinar)
Saturday, June 22, 2024
10:00am - 11:50am Central Time
2 CPE (2 non-technical)
- Saturday, May 4, 2024 - Webinar
- Monday, May 13, 2024 - Webinar
- Wednesday, May 29, 2024 - Webinar
- Thursday, June 6, 2024 - Webinar
- Thursday, June 13, 2024 - Webinar
- Thursday, June 27, 2024 - Webinar
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!
Major subjects
-
Tax automation software options
-
Learn about the best client collaboration options
-
Leave with a checklist of tools to consider your tax practice
Learning objective(s)
-
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
Who should take this program?
Business professionals who are seeking to stay abreast of major technology developments
Fees
Our records indicate
you are a
nonmember.
If you register, you will be charged
$79.00
(Standard Nonmember Fee).
Members: Please
log in
to receive member fee.
|
Standard Member Fee |
$79.00
|
 Standard Nonmember Fee |
$79.00
|
Location
Online
Area
of study
Information technology
Field(s)
of study
Computer Software & Applications - Non-Technical (2.0)
Level
Intermediate
Format
Group Internet Based
Sponsor
NASBA ID#: 107810
Prerequisites
Prereq.
Fundamental understanding of tax return preparation and software
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business
days before the event start date.
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