The first mile of the tax process is fraught with cumbersome, time-consuming tasks. But leveraging emerging technology can radically change that experience for firms. Automation and AI are drastically shortening that first mile by taking monotonous tasks like source document gathering and organization off of firms' plates. The results are an intake process that doesn't overload or burn out staff while also saving significant amounts of time and money, not to mention positioning adopting firms well for the future—in terms of both client experience and employee recruitment/retention.
Learning Objectives:
- Streamline Client Intake with Automation – Learn how emerging technology can simplify document collection, reduce manual data entry, and accelerate the onboarding process.
- Enhance Accuracy & Compliance in Tax Documentation – Discover how AI-powered tools can help firms minimize errors, ensure data integrity, and maintain regulatory compliance from the start.
- Improve Client Experience with a Seamless Intake Process – Understand how digital solutions can create a more intuitive and efficient document submission experience for clients.
- Future-Proof Your Firm with Scalable Intake Solutions – Explore how adopting innovative technology now can set your firm up for long-term success by improving workflow efficiency and staff productivity.
CPE Credit Information
Subject Area: Technology
Course Level: Overview
Instructional Method: Group Internet Based
Prerequisites: None
Advanced Preparation: None
