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

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

Digital transformation can take a “phoenix” or “evolutionary” approach — the path you take depends on your risk appetite, budget, and business strategy. Attend this non-technical session to figure out which digital technologies you should be looking at and which transformation strategy may be the right one for you.

Do you have an AICPA membership? Log in to apply your member discount.



NASBA Field of Study




CPE Credits



Donny Shimamoto


3 months

Product Number


 Business & partner 
Product Details

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.

Key Topics

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

Learning Outcomes

  • 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

Who Will Benefit

  • CPAs, accountants and finance professionals
  • Tax and other qualified professionals
  • Sole practitioners
  • Small- and medium-sized business owners

PCPS members save 20%:

A promo code is required during checkout to receive the discounted price. Promo codes and other PCPS discount information can be found here. Not sure if your firm is a member? Send an email and we’ll get right back to you! Or, learn more about PCPS membership!

More Details
NASBA Field of Study
Basic knowledge of tax compliance and common tax technology solutions
This is a digital product. With full paid access the content will be available to you for 3 months after purchase date.
2 hrs
Do you have an AICPA membership? Log in to apply your member discount.

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

Contact us
Donny Shimamoto
Founder and Managing Director Dedicated to Strategic Growth Donny C. Shimamoto, CPA.CITP, CGMA, is the founder and managing director of Intraprise Tech Knowlogies LLC, a specialized CPA firm dedicated to helping small businesses and middle market organizations leverage strategic technologies, proactively manage their business and technical risks, and enable balanced organizational growth, and development. Donny also works with larger organizations as a trusted business advisor, facilitating organizational strategic planning and execution, IT governance and planning, enterprise architecture, information architecture and assurance, business process improvement, and business intelligence initiatives. Bridging Business and Technology Donny was the first Certified Information Technology Professional (CPA.CITP) in the State of Hawaii, and is one of only four in the state. The CITP credential is a specialty designation of the American Institute of Certified Public Accountants (AICPA), that identifies Certified Public Accountants (CPAs) with the unique ability to bridge between business and technology; meeting the strict requirements for a CPA license as well as additional training and experience in: technology strategic planning, IT architecture, business process enablement, system development and acquisition, IT audit and control, and IT governance. Influencial Role in the AICPA A past chairman of the AICPA’s IMTA Executive Committee, Donny has been both influential and critical in several AICPA initiatives including development of an IT Competency Model for CPAs, and redesign of the CITP Credential. Donny previously co-chaired the AICPA’s Business Intelligence Working Group, researching and creating practice aids in the area of Evidence-based Management, Application & Data Integration and Information Assurance. Donny has also been involved in the authoring of guidance published by the AICPA on IT Considerations for Risk-Based Auditing and Enterprise Business Intelligence. As a subject matter expert, Donny is often an invited speaker at national and international webinars, and a familiar speaker at national-level AICPA and vendor conferences and at state CPA societies conferences and continuing education events.

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