K2’s Automating Your Tax Practice
Total Credits: 4 including 4 Taxes - Technical
- Average Rating:
- Not yet rated
- Categories:
- ACPEN Industry Institute | Tax
- Course Levels:
- Intermediate
- Duration:
- 4 Hours
- License:
- Access for 30 day(s) after program date.
Description
Automating the tax practice is – or should be – a major initiative of almost all public accounting firms today. From ingesting data, processing returns, distributing draft and final copies, and billing and collecting fees, practitioners have outstanding opportunities to automate their tax practice. Those that choose to automate will experience the benefits of reduced staff turnover, increased productivity and efficiency, fewer errors, and improved cash flow.
Participate in this session to learn the “how’s and why’s” of automating your tax practice. This session includes critical topics such as hardware and software options, workflows, and security and privacy issues. Plan to join us in this session to position your tax practice for greater success!
Basic Course Information
Learning Objectives- Identify key tax return preparation processes that you can automate
- Differentiate between various hardware and software solutions you can use in your automation efforts
- List examples of workflows that automation will affect
- Estimate the budget for your automation efforts and the related ROI
Major Subjects
- Why tax automation is essential
- Hardware and software selection
- Workflow design
- Best practices for ingesting data
Course Materials
| Important CPE Credit Instructions_READ BEFORE WEBCAST UPDATED (442.7 KB) | Available after Purchase |
Dates
|
Mon, Oct 09, 2023 - 09:00am to 01:00pm EDT
|
|
Sat, Oct 21, 2023 - 11:00am to 03:00pm EDT
|
|
Thu, Oct 26, 2023 - 06:00pm to 10:00pm EDT
|
|
Wed, Nov 08, 2023 - 03:00pm to 07:00pm EST
|
|
Thu, Nov 16, 2023 - 09:00am to 01:00pm EST
|
|
Wed, Nov 29, 2023 - 11:00am to 03:00pm EST
|
|
Tue, Dec 05, 2023 - 06:00pm to 10:00pm EST
|
|
Wed, Dec 13, 2023 - 03:00pm to 07:00pm EST
|
|
Sat, Dec 23, 2023 - 09:00am to 01:00pm EST
|
|
Thu, Dec 28, 2023 - 11:00am to 03:00pm EST
|
|
Mon, Jan 08, 2024 - 01:00pm to 05:00pm EST
|
|
Fri, Jan 19, 2024 - 03:00pm to 07:00pm EST
|
|
Sat, Jan 27, 2024 - 09:00am to 01:00pm EST
|
|
Sat, Feb 03, 2024 - 11:00am to 03:00pm EST
|
|
Tue, Feb 13, 2024 - 01:00pm to 05:00pm EST
|
|
Tue, Feb 20, 2024 - 03:00pm to 07:00pm EST
|
|
Thu, Mar 07, 2024 - 06:00pm to 10:00pm EST
|
|
Sat, Mar 16, 2024 - 11:00am to 03:00pm EDT
|
|
Tue, Mar 26, 2024 - 01:00pm to 05:00pm EDT
|
|
Mon, Apr 08, 2024 - 03:00pm to 07:00pm EDT
|
|
Wed, Apr 17, 2024 - 09:00am to 01:00pm EDT
|
|
Fri, Apr 26, 2024 - 11:00am to 03:00pm EDT
|
|
Tue, May 07, 2024 - 01:00pm to 05:00pm EDT
|
|
Thu, May 16, 2024 - 06:00pm to 10:00pm EDT
|
|
Sat, May 18, 2024 - 09:00am to 01:00pm EDT
|
|
Fri, Jun 07, 2024 - 11:00am to 03:00pm EDT
|
|
Sat, Jun 15, 2024 - 01:00pm to 05:00pm EDT
|
|
Fri, Jun 21, 2024 - 03:00pm to 07:00pm EDT
|
|
Fri, Jun 28, 2024 - 09:00am to 01:00pm EDT
|
|
Tue, Jul 09, 2024 - 11:00am to 03:00pm EDT
|
|
Fri, Jul 19, 2024 - 01:00pm to 05:00pm EDT
|
|
Fri, Aug 02, 2024 - 09:00am to 01:00pm EDT
|
|
Mon, Aug 12, 2024 - 11:00am to 03:00pm EDT
|
|
Wed, Aug 21, 2024 - 01:00pm to 05:00pm EDT
|
|
Fri, Sep 06, 2024 - 03:00pm to 07:00pm EDT
|
|
Sat, Sep 21, 2024 - 09:00am to 01:00pm EDT
|
|
Thu, Sep 26, 2024 - 06:00pm to 10:00pm EDT
|
|
Tue, Oct 08, 2024 - 01:00pm to 05:00pm EDT
|
|
Thu, Oct 17, 2024 - 03:00pm to 07:00pm EDT
|
|
Wed, Oct 30, 2024 - 09:00am to 01:00pm EDT
|
|
Mon, Nov 04, 2024 - 11:00am to 03:00pm EST
|
|
Sat, Nov 16, 2024 - 01:00pm to 05:00pm EST
|
|
Fri, Nov 22, 2024 - 03:00pm to 07:00pm EST
|
|
Mon, Dec 02, 2024 - 09:00am to 01:00pm EST
|
|
Thu, Dec 12, 2024 - 06:00pm to 10:00pm EST
|
|
Sat, Dec 21, 2024 - 01:00pm to 05:00pm EST
|
|
Mon, Dec 30, 2024 - 03:00pm to 07:00pm EST
|
Additional Info
Basic Course Information
Prerequisites Fundamental understanding of tax return processingAdvanced Preparation None
Designed For Firm partners, principals, managers, and practitioners interested in improving productivity and profitability in their tax practices
Original Recording Date 09/2023
Course Developer K2 Enterprises
Date Added to Catalog 05/24/2023
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.