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Robotic Process Automation (RPA) for Tax
Technology
CPE Self-study

Robotic Process Automation (RPA) for Tax

Designed specifically for accounting and tax professionals worldwide, this course covers how RPA can be implemented to decrease errors and increase productivity within the tax function.

$0 - $249
Do you have an AICPA membership? Log in to apply your member discount.

Format

Online

NASBA Field of Study

Taxes

Level

Basic

CPE Credits

5

Author(s)

Steve Palomino

Availability

1 year

Product Number

188840

 View  
 Business & partner 
Product Details

Leveraging digital transformation to drive value.

Discover how robotic process automation (RPA) can transform your tax business by decreasing errors and increasing productivity - freeing you to focus on complex issues, tax planning and business growth.

RPA can improve the overall efficiency and system security of your tax practice leading to increased profitability and reduced firm risk. Empower yourself by learning about the tools you need to implement RPA in your firm and to educate clients on the benefits of RPA.

This CPE self-study course, designed specifically for accounting and tax professionals worldwide, will cover how RPA can be implemented to decrease errors and increase productivity within the tax function.

In this course, you will learn to:

  • Identify steps in the tax preparation processes that lend themselves to automation
  • Discover how automation can transform your tax business, freeing you to focus on complex issues, tax planning and business growth.

RPA will affect the overall efficiency of the tax practice by increasing profitability, supporting business growth, and reducing firm risk. A recent report by the AICPA found that CPA firms hired 11% more non-accounting graduates in 2018 compared to 2016.

"Increased demand for technology skills is shifting the accounting firm hiring model. This is leading to more non-accounting graduates being hired," said Barry Melancon, AICPA president and CEO, and CEO of the Association of International Certified Professional Accountants.

Given the shortage of talent to meet this growing demand for technology skills, there is a unique opportunity for accounting professionals to expand their skills to meet this need.

This course will help you identify the areas where RPA can be beneficial and understand how it can be implemented in your firm. Additionally, you will be able to educate your clients on the benefits of RPA.

Key Topics
  • Overview of the basic concepts behind robotic process automation
  • Potential uses for robotic process automation within the tax function
  • Benefits and considerations of current RPA uses.
  • Decision criteria involved in RPA implementation.
  • Creativity, innovation, and exploration
  • Use cases that show how RPA can be applied within the tax function.
Learning Outcomes
  • Identify tax preparation processes that lend themselves to automation.
  • Identify data elements required to support the tax reporting process/business cases where RPA is applicable, including potential benefits and pitfalls.
  • Identify current data process flows required to support tax reporting needs.
  • Recognize how to confirm and validate that automation outputs meet functional requirement expectations.
  • Outline the flow of information.
  • Distinguish human versus digital roles.
Credit Info
CPE Credits
Online
5
NASBA Field of Study
Taxes
Level
Basic
Prerequisites
None
Access
Online
This is a digital product. With full paid access the content will be available to you for 1 year after purchase date.
For more information, please refer to CPE requirements and NASBA sponsorship information
Pricing
Do you have an AICPA membership? Log in to apply your member discount.
Nonmembers
Online
$249.00
AICPA Members
Online
$199.00
Tax Section Members
Online
$0.00

Group ordering for your team

2 to 5 registrants

Save time with our group order form. We’ll send a consolidated invoice to keep your learning expenses organized.

Start order

6+ registrants

We can help with group discounts. Call us at 1-800-634-6780 (option 1) or email us at salessupport@aicpa.org

Contact us
Instructors
Steve Palomino
CPA, CITP, CGMA
Steve Palomino guides businesses leadership in the application of software robotics strategies to increase controls over operations and reporting. He uses his expertise in robotics to help companies achieve significant effort reduction, deploy controls and continuous audit capabilities, while transforming processes. Steve is a former member of the ITECH Committee, former Chair of the SBC Global Task Force, prior member of the AICPA's Audit Peer Review Task Force.
Accessibility

The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association's website, educational materials, products, and services.The Association is committed to making professional learning accessible to all product users. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association's Website Accessibility Policy. As part of this commitment, this product is closed-captioned. For additional accommodation requests please contact adaaccessibility@aicpa-cima.com and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.

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Robotic Process Automation (RPA) for Tax
Select from the following options:
Online
$249.00
Nonmember Price
$249.00
Price excluding sales tax
$249.00
Do you have an AICPA membership? 
Log in to apply your member discount.
Shipping cost and sales tax will be added later during checkout

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