K2'S 2022 Options To Automate Your Tax Preparation Workflow
Overview
Tax Season can be a daunting time for tax preparers, but it doesn’t have to be with the help of tax automation software tools and other innovative technology. This session will provide an overview of the latest technologies and tools that can help automate your workflow and make the entire tax return preparation process smoother and more efficient. From client portals, workflow management, and e-signatures to robotic process automation, you’ll learn about all the options available to help streamline your tax preparation process. So don’t dread Tax Season - attend this session and arm yourself with the tools you need to succeed!
Highlights
- Tax automation software options
- Learn about the best client collaboration options
- Leave with a checklist of tools to consider your tax practice
Prerequisites
Fundamental understanding of tax return preparation and software
Designed For
Business professionals who are seeking to stay abreast of major technology developments
Objectives
- Identify key tax return preparation processes that have technology automation solutions
- Differentiate between vendor options for key tax return preparation processes
- List examples of how preparers can use RPA to automate tax processing
Preparation
None
Leader(s):
Leader Bios
Randy Johnston, K2 Enterprises LLC
Randy Johnston, MCS, MCP Randy Johnston, MCS, MCP, is a nationally recognized educator, consultant, and writer with over 30 years experience in Strategic Technology Planning, Systems and Network Integration, Accounting Software Selection, Business Development and Management, Disaster Recovery and Contingency Planning, and Process Engineering. PUBLICATIONS: Various Publications - 1978 - Present: CPA Technology Advisor monthly columnist, Journal of Accountancy, CRN, Accounting Technology, PCWeek, InfoWorld, Interface, State Society newsletters, frequent quotes in accounting and computer press Mitchell Publishing - 1981: Basic Using Micros Random House - 1982: Business Computing Systems John Wiley & Sons Publishing - 2002: Technology Best Practices K2 Enterprises - 2003,4,5,6,7,8,9: Accounting Software Solutions EDUCATION: A.A. in Computer Science, Math – Hutchinson Community College, 1975 B.S., summa cum laude, in C.S., Math, Science – Kansas State University,1977 Masters of Computer Science, 60+ post graduate hours – Wichita State University, 1981 AWARDS: Who’s Who in Business & Industry – 1990-2009; in Computing 1987-2009 - Acknowledged as a leading business professional and as a leading computing professional Accounting Today – Listed as one of the 2004 - 2009 Top 100 Most Influential People Accounting Technology – Listed as one of the top nine technology stars in the industry AICPA Technology Conference – Past Chair and featured Speaker for the past 20 years PROFESSIONAL SERVICE: K2 Enterprises (K2E.com) - Executive Vice President, Shareholder – Nation’s leading technology CPE provider to CPA professionals. Consults to high profile technology vendors. Delivers national seminars to CPAs, business groups and IT leaders on technologies in accounting, healthcare and banking. Creates and presents seminars and articles on 30+ technology topics including Paperless, Continuation of Business Operations, Accounting Software and Business Strategies leveraging technology. (1990 - Present, Hammond, LA) Network Management Group, Inc. (NMGI.com) – Executive Vice President, Stockholder - Consulting and Reviews on Strategic Technology including planning, selection and implementation. Expertise: Paperless, Accounting Software and CRM, Accounting Firm Software and procedures, Business Continuity, Virtualization, Backup, Infrastructure and remote management, and Business Intelligence. (1983 – Present Hutchinson, KS) Hutchinson Community College – Department Chair, Professor, Adjunct – Mathematics & MIS Depts. Designed and taught courses in all areas of mathematics & computing. (1977 - 1997) Professional Data Services - Programmer and system designer - Developed a medical system including the first paperless claims in Kansas, appointments and collection systems. Involved in a chain of ComputerLand stores and Entre’ stores, received first IBM PC and first Compaq in Kansas. (1978 - 1981) Farmland Industries - Programmer and system designer - Developed and maintained P&L, Credit Union and Feedlot accounting. (1977 - 1978) CERTIFICATIONS: Microsoft Certified Professional – MCP (Microsoft Corporation) Certified Network Administrator – CNA (Novell Corporation) Certified CAD specialist, Network Professional, Data Communications (AutoDesk, 3Com, Entre’)
Non-Member Price $109.00
Member Price $79.00