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Tax Practice Quarterly: A Blueprint for Tax Technology and Digital Optimization

Description

Is Your Firm Ready for Digital Transformation? With the “great resignation” looming and people seeking full remote or hybrid work arrangements, has your firm fully leveraged digital technologies like automation (to reduce the volume of hours required to complete work), client portals/collaboration apps (to streamline communication and exchange of information and files), e-marketing (to automate the sharing of information to clients and find new clients), and employee engagement (to expand the firm’s culture into the digital sphere and have better awareness of employee that may be at risk). In this webcast, you’ll learn how emerging technologies are: Enhancing tax practices; Automating workflows; Facilitating efficient communication between clients and employees; Enabling practices to function in an increasingly agile way; You’ll also learn how to set up a proper workflow.

Learning Objectives

*Identify emerging technology trends in the tax profession *Identify techniques to improve the profitability of your firm by using tax automation or outsourcing *Determine how other firms have been successful in rolling out their tax automation projects *Formulate strategies for successfully implementing new tax technology *Utilize AICPA Tax Section resources to support your firm’s tax technology needs

Major Topics

*Tax technology tools *Remote working environments *Workflow automation *Data security

Provider
AICPA
Course Level
Update
Professional Area of Focus
Tax
Taxation
CPE Field of Study
Taxes
2
Prerequisites

Basic knowledge of tax compliance and common tax technology solutions

Advanced Preparation

None

Location
Online – AICPA Platform
Event Information
When
May 25, 2022
3:00 pm - 5:00 pm EDT
Location
Online – AICPA Platform
Total CPE Credits
2
Format
Webcast Replay

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Tax Practice Quarterly: A Blueprint for Tax Technology and Digital Optimization


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