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K2'S Options To Automate Your Tax Preparation Workflow

  • 10/20/2022
  • 6:00 PM - 7:49 PM
  • Webinar-ACPEN


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!

          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

          Key Topics:

          • Tax automation software options
          • Learn about the best client collaboration options
          • Leave with a checklist of tools to consider your tax practice
                                                                                                              Designed for: Business professionals who are seeking to stay abreast of major technology developments

                                                                                                              Level: Intermediate

                                                                                                              Instructor: Randolph (Randy) Johnston

                                                                                                              Developer: K2 Enterprises

                                                                                                              CPE Credits: 2

                                                                                                              Area(s) of Study: Computer Software & Applications - Non-technical

                                                                                                              Prerequisite: Fundamental understanding of tax return preparation and software

                                                                                                              Visit Us:

                                                                                                              3100 South Columbia Road
                                                                                                              Suite 500
                                                                                                              Grand Forks, ND 58201

                                                                                                              Contact Us: 

                                                                                                               (701) 775-7111
                                                                                                              or (877) 637-2727

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