Implementing a cloud-based digital tax workflow in time for 2021

60 Minutes
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Thinking of moving your tax prep processes to the Cloud for the upcoming tax season?

Join this 60 minute CPE accredited panel discussion and gain insights into what it takes to successfully implement a cloud-based Digital Tax Workflow in time for 2021. We’ll also cover the many advantages of doing so with many shelter-in-place protocols still in effect due to COVID-19.

Heather Spontak, CPA, CDIA+, and Workflow Product Owner at Wolters Kluwer Tax & Accounting, North America will lead this session that includes Diana Shaw Knight, CPA, CVA of Sovereign CPA Group, LLC, and Trisha Crombie CPA, MBA of Trisha Crombie & Associates, Inc. Topics include…

  • Making the decision
  • Overcoming obstacles
  • Getting buy-in
  • Benefits
  • Success stories
  • And more!