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Live Webcast Replay

K2’s 2023 Automating Your Tax Practice

Total Credits: 4 including 4 Taxes - Technical

Average Rating:
Not yet rated
Categories:
ACPEN INDUSTRY |  Practice Management
Course Levels:
Intermediate
Duration:
4 Hours
License:
Product Setting: Expires 30 day(s) after program date.
Dates
Please Note: Programs with a ☾ insignia begin after 5pm or air on the weekend.
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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 - 08:00am to 12:00pm CDT
Sat, Oct 21, 2023 - 10:00am to 02:00pm CDT
Thu, Oct 26, 2023 - 05:00pm to 09:00pm CDT
Wed, Nov 08, 2023 - 02:00pm to 06:00pm CST
Thu, Nov 16, 2023 - 08:00am to 12:00pm CST
Wed, Nov 29, 2023 - 10:00am to 02:00pm CST
Tue, Dec 05, 2023 - 05:00pm to 09:00pm CST
Wed, Dec 13, 2023 - 02:00pm to 06:00pm CST
Sat, Dec 23, 2023 - 08:00am to 12:00pm CST
Thu, Dec 28, 2023 - 10:00am to 02:00pm CST
Mon, Jan 08, 2024 - 12:00pm to 04:00pm CST
Fri, Jan 19, 2024 - 02:00pm to 06:00pm CST
Sat, Jan 27, 2024 - 08:00am to 12:00pm CST
Sat, Feb 03, 2024 - 10:00am to 02:00pm CST
Tue, Feb 13, 2024 - 12:00pm to 04:00pm CST
Tue, Feb 20, 2024 - 02:00pm to 06:00pm CST
Thu, Mar 07, 2024 - 05:00pm to 09:00pm CST
Sat, Mar 16, 2024 - 10:00am to 02:00pm CDT
Tue, Mar 26, 2024 - 12:00pm to 04:00pm CDT
Mon, Apr 08, 2024 - 02:00pm to 06:00pm CDT
Wed, Apr 17, 2024 - 08:00am to 12:00pm CDT
Fri, Apr 26, 2024 - 10:00am to 02:00pm CDT
Tue, May 07, 2024 - 12:00pm to 04:00pm CDT
Thu, May 16, 2024 - 05:00pm to 09:00pm CDT
Sat, May 18, 2024 - 08:00am to 12:00pm CDT
Fri, Jun 07, 2024 - 10:00am to 02:00pm CDT
Sat, Jun 15, 2024 - 12:00pm to 04:00pm CDT
Fri, Jun 21, 2024 - 02:00pm to 06:00pm CDT
Fri, Jun 28, 2024 - 08:00am to 12:00pm CDT
Tue, Jul 09, 2024 - 10:00am to 02:00pm CDT
Fri, Jul 19, 2024 - 12:00pm to 04:00pm CDT
Fri, Aug 02, 2024 - 08:00am to 12:00pm CDT
Mon, Aug 12, 2024 - 10:00am to 02:00pm CDT
Wed, Aug 21, 2024 - 12:00pm to 04:00pm CDT
Fri, Sep 06, 2024 - 02:00pm to 06:00pm CDT
Sat, Sep 21, 2024 - 08:00am to 12:00pm CDT
Thu, Sep 26, 2024 - 05:00pm to 09:00pm CDT
Tue, Oct 08, 2024 - 12:00pm to 04:00pm CDT
Thu, Oct 17, 2024 - 02:00pm to 06:00pm CDT
Wed, Oct 30, 2024 - 08:00am to 12:00pm CDT
Mon, Nov 04, 2024 - 10:00am to 02:00pm CST
Sat, Nov 16, 2024 - 12:00pm to 04:00pm CST
Fri, Nov 22, 2024 - 02:00pm to 06:00pm CST
Mon, Dec 02, 2024 - 08:00am to 12:00pm CST
Thu, Dec 12, 2024 - 05:00pm to 09:00pm CST
Sat, Dec 21, 2024 - 12:00pm to 04:00pm CST
Mon, Dec 30, 2024 - 02:00pm to 06:00pm CST

Additional Info

Basic Course Information

Prerequisites Fundamental understanding of tax return processing
Advanced 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 Policy

Please 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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