K2'S Options To Automate Your Tax Preparation Workflow
If you have questions about this event, please call us at 952-831-2707.
Wednesday, July 31, 2024
10-11:50 a.m. Central
2 CPE (2 non-technical)
Course code: 24WA-4444
View pricing
- Tuesday, Dec. 3, 2024 - Webinar
- Thursday, Dec. 12, 2024 - Webinar
- Saturday, Dec. 21, 2024 - Webinar
- Tuesday, Jan. 7, 2025 - Webinar
- Thursday, Jan. 16, 2025 - Webinar
- Saturday, Feb. 15, 2025 - Webinar
- Friday, Feb. 28, 2025 - Webinar
- Friday, March 7, 2025 - Webinar
- Tuesday, March 25, 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 objectives
-
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
Pricing
Standard Member Fee |
$79.00
|
Standard Nonmember Fee |
$79.00
|
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.
If you have questions about this event, please call us at 952-831-2707.