Automating time-consuming manual tasks can save your firm hundreds of hours and thousands of dollars. But it can also have longer-lasting benefits, like helping you attract and retain the next generation of CPAs. And we don't need to tell you how important that is amid the current generational staffing crisis in the tax and accounting profession.
Learning Objectives:
- Maximize ROI with Cost-Effective Technology – Learn how to evaluate and implement affordable automation solutions that save time and reduce operational costs without overextending your budget. See how automating tax return assembly and delivery through eSign results in $12k saved for every 1k returns.
- Streamline Operations with a Unified Tech Stack – Tax intake, prep, eSign, and delivery shouldn't require multiple solutions and logins. Discover how consolidating your software can improve efficiency, eliminate redundancies, and simplify workflows without the need for multiple platforms.
- Embrace New Tech for a Competitive Edge – Understand the benefits of adopting emerging technologies, including AI and automation, to stay ahead in the evolving tax and accounting industry.
- Attract and Retain the Next Generation of CPAs – Explore how a modern, tech-forward workplace appeals to younger talent and fosters a more dynamic, future-ready firm culture.
CPE Credit Information
Subject Area: Technology
Course Level: Overview
Instructional Method: Group Internet Based
Prerequisites: None
Advanced Preparation: None
