The ‘no touch’ tax return

60 Minutes
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The reality of a ‘no touch’ tax return is closer than you think, and the technologies available today can help your firm and your clients get closer to that ideal.

What is a ‘No Touch’ Tax Return?
A ‘no touch’ tax return means every step of the tax preparation and compliance process is digital and automated — from obtaining client data to sending the completed tax return to the client.

Join this 60 minute, CPE accredited session with Amanda Wilkie, PMP and a Consultant at Boomer Consulting, Inc., and Nancy Ekrem, Managing Shareholder at DME CPA Group, P.C., and explore a number of readily available technologies that make it possible, including:

· Robotic Process Automation (RPA) is the use of software to automate high-volume, repetitive tasks.
· Machine Learning, the science around teaching computers to progressively improve their performance on a task.

Amanda and Nancy will explain that the key to a ‘no touch’ tax return is to think of technology and process as a single solution. Technology is the accelerator that allows your firm to free up time and focus on value-added, more profitable activities. However, the
effectiveness of any technology will decrease if that technology is delivered using old processes.

The ‘no touch’ tax return isn’t science fiction — it’s possible with readily available technologies.

Key Speakers