Firm Planning: Seasonal Staff vs. Automated Processes (brought to you by SafeSend)

Description

In this webinar we will explore a checklist of firm processes that you should prioritize for review in Q4, including the examination of hiring seasonal staff versus implementing automation solutions. Future-thinking firms are most successful when they recognize their past challenges, internalize the lessons, and deploy tools and technology that will allow them to adapt more quickly to unforeseen situations, such as COVID-19.

Learning Objectives

Complete this phrase “Upon completion of this course participants will be able to…”. Items should be specific in nature.* (see guidelines below)

1. Explore the pros and cons of hiring seasonal staff versus the pros and cons of automated processes
2. Understand the new technological advances that are automating tax practices
3. Identify the top tax solutions allowing staff to digitally assemble and deliver completed tax returns from anywhere and serve clients remotely
4. Learn how to develop a client-centric approach for tax engagements and improve client collaboration

Major Topics

Firm planning for 2022, Implementing tax automation, examination of hiring seasonal staff versus implementing automation solutions

Provider
Maryland Association of CPAs
Course Level
Basic
Professional Area of Focus
Future Ready
FutureReady Sponsor Event
CPE Field of Study
Computer Software & Applications
1
Who Should Attend

Tax professionals, Firm decision makers, Firm partners

Prerequisites

None

Advanced Preparation

None

Location
Online
Sponsors
Event Information
When
Dec 3, 2021
10:00 am - 11:00 am EDT
Location
Online
Total CPE Credits
1
Format
Webcast Replay

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$50.00
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Firm Planning: Seasonal Staff vs. Automated Processes (brought to you by SafeSend)


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