Help  |  Pay an Invoice  |  My Account  |  CPE Log  |  Log in

24WA-166A: K2'S Options To Automate Your Tax Preparation Workflow (Webinar)

Tuesday, January 7, 2025
2:00pm - 3:50pm Central Time
2 CPE (2 non-technical)

Register Me     Register Multiple

Firm administrators: Please log in before starting the employee registration process.

Alternate dates & more options

  • Tuesday, October 15, 2024 - Webinar
  • Monday, November 11, 2024 - Webinar
  • Tuesday, November 26, 2024 - Webinar
  • Tuesday, December 3, 2024 - Webinar
  • Thursday, December 12, 2024 - Webinar
  • Saturday, December 21, 2024 - Webinar
  • Thursday, January 16, 2025 - 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
checkmark Standard Nonmember Fee $79.00

More program information

Instructor Randolph Johnston, MCS
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 Business Professionals' Network, Inc.
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. Learn more
Register Me     Register Multiple

Firm administrators: Please log in before starting the employee registration process.

Not a member? Join the MNCPA to start saving on CPE and accessing members-only benefits.

Search CPE catalog