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Monday, December 12, 2022 Live Webcast

Options to Automate Your Tax Preparation Workflow (X6-c9e379b7c93d)

1:00 PM - 2:00 PM EST
webcast

Vendor Platform

1 CPE Credits in MT

OVERVIEW

As tax busy season, seems to keep being tax crazy season year after year, tax preparers must begin leveraging tax automation software and other innovations to help bring some sanity back to their work. Attend this session to get updates about the technologies and other options available to help streamline tax return preparation, optimize client collaboration, and maximize firm profitability. The topics we’ll touch on include: client portals, workflow management, e-signatures, robotic process automation (RPA), outsourcing, and value pricing.

DESIGNED FOR

Firm leaders, owners, managing partners

BENEFITS

  • Identify key tax return preparation processes that have technology automation solutions
  • Identify vendor options for key tax return preparation processes
  • Describe how Robotic Process Automation can be used to automate tax processes

HIGHLIGHTS

*Firm Management

COURSE LEVEL

Intermediate

PREREQUISITES

None

INSTRUCTOR

Donny Shimamoto

Donny C. Shimamoto, CPA, CITP, CGMA

Managing Director

Intraprise Techknowlogies

Donny is the founder and managing director of IntrapriseTechKnowlogies LLC, an advisory-focused CPA firm concentrating on innovation acceleration and organizational development for small businesses, middle market organizations, and nonprofits. Donny is a recognized thought leader and educator in the fields of accounting technology, IT risk management, and performance management. His dedication to helping accountants and organizations strategically leverage technology while proactively managing their business and technical risk is paramount.

Donny also serves as an business transformation advisor and outsourced “IT partner” for local & regional firms, finance departments, and internal audit departments who lack in-house IT executive leadership and IT audit expertise; He helps with risk assessments, IT-related advisory services, development of innovation strategies, streamlining of internal firm/department operations, and increasing staff proficiency with IT tools supporting internal operations and accounting/audit services delivery.

Donny was recognized as one of the Top Thought Leaders in Public Accounting by CPA Practice Advisor from 2012 to 2020, and Top 100 Most Influential People in Accounting (2013 & 2014 & 2017-2020) by Accounting Today. He received the 2009-2010 President’s Award from the Hawaii Society of CPAs, and was also named to CPA Technology Advisor’s 40 Under 40 list in 2007 & 2009 & 2014, and was a Hawaii Top High Tech Leader in 2004.

Donny is a member of the IFAC Technology Advisory Group, was a past chairman of the AICPA’s Information Management and Technology Assurance Executive Committee and former member of its Governing Council, Assurance Services Executive Committee, and numerous other AICPA committees and task forces. He is also the current co-chair of the National Conference of Lawyers and CPAs.

PRICING

$40.00 - Member

$60.00 - Nonmember

Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

Print a registration form