Tax and accounting professionals are leveraging new technologies to make their firms more efficient and to stay ahead of competitors. In this webinar, we'll show you how. From automated return package assembly and delivery that takes less than four minutes to send, to AI-powered intake that saves the countless hours necessary to manually handle document request lists and client material organization, and more—digital solutions that consolidate tech stacks are helping firms spend more resources on higher-value services, simultaneously improving client experience and staff work-life balance in the process.
New Learning Objectives:
- Reduce Reliance on Paper with Digital Solutions – Learn how top tax firms are transitioning to paperless workflows to improve efficiency, reduce costs, and enhance security.
- Invest in Technology That Maximizes Productivity – Discover how automation and AI-powered tools are freeing tax and accounting professionals from the time-consuming monotony of manual tasks—like document source gathering, organizing client materials, signatures, and more—allowing staff to focus on high-value tasks.
- Streamline Operations with an Optimized Tech Stack – Understand how integrating the right software solutions can eliminate inefficiencies, reduce manual work, and improve overall firm performance.
- Future-Proof Your Practice with Scalable Solutions – Explore how adopting the right technology today not only helps your firm compete by delivering a better client experience, it also greatly assists with succession planning by making yours a more attractive place to work among the next generation of tax and accounting professionals.
CPE Credit Information
Subject Area: Technology
Course Level: Overview
Instructional Method: Group Internet Based
Prerequisites: None
Advanced Preparation: None
