K2'S 2022 Options To Automate Your Tax Preparation Workflow
Total Credits: 2 including 2 Computer Software & Applications - Non-technical
- Average Rating:
- 31
- Categories:
- ACPEN Industry Institute | Industry | Technology
- Faculty:
- Randolph (Randy) P. Johnston
- Course Levels:
- Intermediate
- Duration:
- 2 Hours
- License:
- Product Setting: Expires 30 day(s) after program date.
Description
Tax Season can be a daunting time for tax preparers, but it doesn’t have to be with the help of tax automation software tools and other innovative technology. This session will provide an overview of the latest technologies and tools that can help automate your workflow and make the entire tax return preparation process smoother and more efficient. From client portals, workflow management, and e-signatures to robotic process automation, you’ll learn about all the options available to help streamline your tax preparation process. So don’t dread Tax Season - attend this session and arm yourself with the tools you need to succeed!
Basic Course Information
Learning Objectives- Identify key tax return preparation processes that have technology automation solutions
- Differentiate between vendor options for key tax return preparation processes
- List examples of how preparers can use RPA to automate tax processing
Major Subjects
- Tax automation software options
- Learn about the best client collaboration options
- Leave with a checklist of tools to consider your tax practice
Course Materials
| Important CPE Credit Instructions_READ BEFORE WEBCAST UPDATED (442.7 KB) | Available after Purchase | ||
| Options To Automate Your Tax Preparation Workflow Handout (8.7 MB) | Available after Purchase | ||
Faculty
Randolph (Randy) P. Johnston Related Seminars and Products
Exec VP – Co-Founder
K2 Enterprises, LLC
Randolph P. (Randy) Johnston, MCS, has been a top-rated speaker in the technology industry for over 40 years. Inducted into the Accounting Hall of Fame in 2011, Randy is listed as a Top 25 Thought Leader in Accounting from 2011-2021, and was a recipient of the 2021 Accounting Today Top 100 Most Influential People in Accounting award for the eighteenth consecutive year. Among his many other awards, he holds the honor of being one of nine technology stars in the U.S. by Accounting Technology Magazine. In addition, Randy writes a monthly column and produces a weekly podcast for The CPA Practice Advisor, features for the Journal of Accountancy, creates articles for accounting and technology publications, and is the author of numerous books. He has started and owns multiple businesses, including K2 Enterprises in Hammond, Louisiana, and Network Management Group, Inc. in Hutchinson, Kansas. NMGI has supported CPA firms for 30+ years and is the largest managed service provider serving the CPA profession in North America. His wife and four children enjoy many experiences together, including theatre, music, travel, golf, skiing, snorkeling, and model trains. His experience as a college instructor, management and technology consultant, and advisor to the profession will be evident to you in Randy's presentations.
Dates
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Tue, Nov 26, 2024 - 03:00pm to 04:49pm MST
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Tue, Dec 03, 2024 - 05:00pm to 06:49pm MST
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Thu, Dec 12, 2024 - 09:00am to 10:49am MST
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Sat, Dec 21, 2024 - 11:00am to 12:49pm MST
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Tue, Jan 07, 2025 - 01:00pm to 02:49pm MST
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Thu, Jan 16, 2025 - 03:00pm to 04:49pm MST
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Sat, Feb 15, 2025 - 07:00am to 08:49am MST
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Fri, Feb 28, 2025 - 09:00am to 10:49am MST
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Fri, Mar 07, 2025 - 11:00am to 12:49pm MST
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Tue, Mar 25, 2025 - 05:00pm to 06:49pm MDT
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Fri, Apr 04, 2025 - 03:00pm to 04:49pm MDT
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Sat, Apr 26, 2025 - 07:00am to 08:49am MDT
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Thu, May 01, 2025 - 09:00am to 10:49am MDT
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Tue, May 13, 2025 - 11:00am to 12:49pm MDT
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Additional Info
Basic Course Information
Prerequisites Fundamental understanding of tax return preparation and softwareAdvanced Preparation None
Designed For Business professionals who are seeking to stay abreast of major technology developments
Original Recording Date 2022
Course Developer K2 Enterprises
Date Added to Catalog 03/15/2022
Yellow Book No
Additional Information
Complaint Resolution PolicyPlease contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).
Official Registry Statement
Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
Instructional Delivery Method
Group Internet Based
Course Registration Requirements
Online Registration
Refund/Cancellation Policy
Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.
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