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.
Format
Webcast
NASBA Field of Study
Taxes
Level
Update
CPE Credits
2
Author(s)
Donny Shimamoto
Availability
3 months
Product Number
WC3383093
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!
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 order6+ registrants
We can help with group discounts. Call us at 1-800-634-6780 (option 1) or email us at salessupport@aicpa.org
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