With today’s business challenges, increased client demands, and 24/7 anytime, anywhere staff mobility requests, there are many firms that are either employing cloud-based technologies to streamline and improve their tax preparation and workflow processes, or considering its merits.

Hear from three professionals that are taking advantage of cloud based tax prep technologies during this one hour, “live” panel discussion. You’ll discover what business challenges caused them to consider a move to the cloud, the due diligence they went through to confirm their decision to do so, and the benefits they realized during the recently concluded tax season as a result of employing a cloud-based digital tax workflow.

Key Speakers

Roger Russell
(Moderator) Senior Editor Accounting Today
Jody L. Padar, CPA, MST, CEO
Principal New Vision CPA Group
Alyce R. Notaro
Senior Manager – Tax Tronconi Segarra & Associates, LLP
Lisa A. Mrkall, CPA, MBA
Senior Manager Tronconi Segarra & Associates, LLP