Rapidly changing technology has become the norm in today’s world. It can impact all levels of your business, from administrative tasks, to human resource processes, to how you provide tax and advisory services to your clients. Join us for this once-a-year discussion as we delve into how emerging technologies are enhancing tax practices, automating workflow, facilitating efficient communication between clients and employees and enabling your practice to function in an ever-increasingly agile way. We’ll also discuss requirements and best practices for keeping your client data secure.
• Identify emerging technology trends in the tax profession •Recognize top tax technology tools • Determine strategies for successfully implementing new tax technology • Assess data security requirements and best practices • Use AICPA Tax Section resources to support your firm’s tax technology needs
• Tax technology tools • Remote working environments • Workflow automation • Data security
CPAs, tax professionals, Other qualified professionals
Basic knowledge of tax compliance and common tax technology solutions