Options to Automate Your TaX Preparation Workflow
Overview
With tax busy seasons feeling more like tax crazy seasons each year, it’s time for tax preparers to leverage tax automation software and other innovations to restore some sanity. Attend this session to get updates on technologies and options to streamline tax return preparation, optimize client collaboration, and maximize firm profitability. Topics include client portals, workflow management, e-signatures, robotic process automation (RPA), outsourcing, and value pricing.
Prerequisites
None
Designed For
Firm leaders, owners, managing partners, IT managers.
Objectives
- Identify key tax return preparation processes that have technology automation solutions
- Identify vendor options for key tax return preparation processes
- Describe how Robotic Process Automation can be used to automate tax processes
Leader(s):
Leader Bios
Donny Shimamoto, Intraprise TechKnowlegies LLC
Donny is the founder and managing director of IntrapriseTechKnowlogies LLC, an advisory-focused CPA firm focused on innovation acceleration and organizational development for small businesses, middle market organizations, and nonprofits. Donny is a recognized thought leader and educator in the fields of accounting technology, IT risk management, and performance management. His dedication to helping accountants and organizations strategically leverage technology while proactively managing their business and technical risk is paramount. Donny also serves as an business transformation advisor and outsourced “IT partner” for local & regional firms, finance departments, and internal audit departments who lack in-house IT executive leadership and IT audit expertise; He helps with risk assessments, IT-related advisory services, development of innovation strategies, streamlining of internal firm/department operations, and increasing staff proficiency with IT tools supporting internal operations and accounting/audit services delivery. Donny was recognized as one of the Top Thought Leaders in Public Accounting by CPA Practice Advisor from 2012 to 2020, Top 100 Most Influential People in Accounting (2013/2014/2017-2020) by Accounting Today, received the 2009-2010 President’s Award from the Hawaii Society of CPAs, was named to CPA Technology Advisor’s 40 Under 40 list in 2007 & 2009 & 2014, and was also a Hawaii Top High Tech Leader in 2004.
Non-Member Price $70.00
Member Price $50.00