K2'S 2022 Options To Automate Your Tax Preparation Workflow
Overview
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!
Highlights
- Tax automation software options
- Learn about the best client collaboration options
- Leave with a checklist of tools to consider your tax practice
Prerequisites
Fundamental understanding of tax return preparation and software
Designed For
Business professionals who are seeking to stay abreast of major technology developments
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
Preparation
None
Notice
This course is offered by a 3rd party vendor and will not be accessible in the My CPE Tracker section of the ISCPA website. Course access information will be emailed directly to you by Accounting Continuing Professional Education Network (ACPEN).
Leader(s):
Leader Bios
Randolph Johnston, Executive Vice President, K2 Enterprises LLC
Randy Johnston is a nationally recognized educator, consultant, and writer with over 40 years experience in Strategic Technology Planning, Accounting Software Selection, Paperless, Systems and Network Integration, Business Continuity and Disaster Recovery Planning, Business Development and Management, Process Engineering and outsourced managed services. Professional Service: •K2 Enterprises (K2E.com) - Executive Vice President, Shareholder – Nation’s leading technology CPE provider to CPA professionals. Consults to high profile technology vendors. Delivers national seminars to CPAs, business groups and IT leaders on technologies in accounting, healthcare and banking. Creates and presents seminars and articles on 30+ technology topics including CPA Firm Technology, Paperless, Accounting Software, Cloud, Business Continuity, and Strategies leveraging technology. (1990 - Present, Hammond, LA) •Network Management Group, Inc. (NMGI.com) – Chairman & CEO, Stockholder – Consults and specializes in Strategic Technology including planning, selection and implementation. Expertise: CPA Firm Technology and strategy; Paperless; Accounting Software, Business Intelligence and CRM; Infrastructure including: Cloud, Business Continuity, Virtualization, Backup, and remote mgmt. (1983 – Present Hutchinson, KS) •Hutchinson Community College – Department Chair, Professor, Adjunct – Mathematics & MIS Depts. Designed and taught courses in all areas of mathematics & computing. (1977 - 1997) Professional Data Services - Programmer and system designer - Developed a medical system including the first paperless claims in Kansas, appointments and collection systems. Owned ComputerLand, Entre’ and Connecting Point stores, received first IBM PC and first Compaq portable in KS. (1978 - 1981) •Farmland Industries - Programmer and system designer - Developed and maintained P&L, Credit Union and Feedlot accounting. (1977 - 1978) Awards: •Accounting Today - Listed as one of the 2004-2016 Top 100 Most Influential People •CPA Practice Advisor - Accounting Hall of Fame 2011, Top 25 Thought Leader 2011-2017 •Accounting Technology – Listed as one of the top nine technology stars in the industry •AICPA Technology Conference – Past Chair and featured Speaker for the past 31 years Who’s Who in Business & Industry – 1990-2017; in Computing 1987-2017 - Acknowledged as a leading business professional and as a leading computing professional Certifications: •Microsoft Certified Professional – MCP (Microsoft Corporation) •Certified Network Administrator – CNA (Novell Corporation) •Certified CAD specialist, Network Professional, Data Communications (AutoDesk, 3Com, Entre’)
Non-Member Price $109.00
Member Price $79.00