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Tax Automation: The Latest Tools & Processes You Need to Know

TAX AUTOMATION: THE LATEST TOOLS & PROCESSES YOU NEED TO KNOW

Cost Free
Presentation Length 1.0 hour

Recorded DateDecember 16, 2024
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Who Should AttendCPA - small firm
Course Description

Looking for ways to automate your 1040 tax workflow? Hear from two accounting firms as they share their experiences implementing automation and how they’re using SurePrep to streamline the entire tax prep process, from data collection to review and filing. Whether you're considering SurePrep for your firm or simply curious about the latest tools and processes in tax automation, this webinar is for you.

Learning Objectives: 


  • Recognize how these firms evaluated and selected SurePrep as their automation solution

  • Identify the key benefits and efficiency gains they've achieved by using SurePrep

  • List best practices for implementing and optimizing SurePrep in your firm

  • Give examples of overcoming common challenges and ensuring a smooth transition to automated tax preparation

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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With over 8 years at Thomson Reuters, Danielle serves as a Solutions Consultant specializing in Advisory. A dedicated professional, she actively participates in Thought Leadership events, including Partner Summits, Advisory Symposiums, and Synergy conferences. Danielle leverages this experience to drive innovative solutions, contributing to the evolution of Advisory services within the industry. 
 

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Sean Hanthorn

RootAdvisors
Director of Operations

Root advisors

With more than two decades of experience in the accounting profession, Sean shapes the firm’s operational strategy and technology ecosystem. He oversees our operational goals, efficiency measures, and client service quality. Sean is highly esteemed throughout the industry and has been a repeat honoree in CPA Practice Advisor Magazine’s “40 Under 40” accounting professionals list.

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Jed Kinderknecht

A CPA Inc.
Founder & President

Acpainc

As a former math teacher turned CPA I have found an arena where my math and teaching abilities can be utilized. Being an accountant allows me the opportunity to work with numbers as well as educate my customers in the areas of tax and financial accounting.

About Our Presenter

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Thomson Reuters (TSX/NYSE: TRI) (“TR”) informs the way forward by bringing together the trusted content and technology that people and organizations need to make the right decisions. The company serves professionals across legal, tax, accounting, compliance, government, and media. Its products combine highly specialized software and insights to empower professionals with the data, intelligence, and solutions needed to make informed decisions, and to help institutions in their pursuit of justice, truth, and transparency. Reuters, part of Thomson Reuters, is a world-leading provider of trusted journalism and news. For more information, visit tr.com.