Future Forward Tax: The Hidden Cost of Disconnected Systems (And How Automation Fixes It)
Presenter: Chad Helmlinger
Sponsored by: SmartVault
Topic: The Hidden Cost of Disconnected Systems (and How Automation Fixes It)
Disconnected workflows create a cascade of challenges: wasted staff time, compliance gaps, client frustration, and team burnout that compounds every busy season. The problem isn’t the people — it’s the systems. Without simplified and automated processes, every stage of the tax preparation cycle suffers. In this webinar, we’ll show how firms can address what’s really broken: the workflow. Participants will gain practical strategies for applying automation across the tax cycle, reclaiming time per return, and protecting client trust while creating capacity for firm growth.
Learning Objectives:
After attending this session, participants will be able to:
- Identify the hidden costs created by disconnected processes.
- Apply automation strategies at each stage of the tax preparation cycle, from engagement through archiving.
- Implement workflow improvements that reclaim 60–90 minutes per return by reducing handoffs and rework.
Cost: Free
CPE Credits: 1
Subject Area: Business Management & Organization
Course Level: Basic
Instructional Method: Group Internet Based
Prerequisites: None
Advanced Preparation: None
Who Should Attend: CPA, Bookkeeper, Accountant, Enrolled Agents, Tax Preparer