Tax Practice Management: Building A Tech-Driven Practice

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Speaker - Christine Gervais

1 CPE Credit Available

Field of Study - Business Management and Organization

Join us for the first in a series of webinars focused on driving your tax practice forward efficiently and effectively through the use of technology. Throughout the series we’ll look at every aspect of your tax practice and what kind of technology, which vendors and what processes will help automate your workload and add to your bottom line. In this first session we’ll focus on what you need to know about AI and how to utilize the features in software you may already be using. We’ll also look at what tax practice management technology you should be considering while setting yourself up for success before next tax season. Attendees will leave with actionable implementation tips to start driving your efficiency right away!

Learning objectives:

• Identify what software you may already be using that has implemented AI and what features you can take advantage of
• Discover what areas of your practice management systems can benefit from a technology and automation upgrade
• Walk away with implementation tips and next steps to help you start driving your tech efficiency today

This is a premium content member's only training event.

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Cost: Must be Premium Content Member (Join Here)

CPE Credits - 1.0 Hour

Field of Study - Business Management and Organization

Course Level: Basic

Instructional Method - Group Internet Based

Prerequisites: None

Advanced Preparation: None

Who Should attend: CPA, Bookkeeper, Accountant, Enrolled Agents, Tax Preparer

This is a premium content member's only training event.  You can learn more and join the program here.  Annual membership is $599.  Discounted "Kick Off" pricing is $399 per year through July 31, 2024.  The program includes 3 monthly CPE webinars with 1-2 hours of Q&A following each event plus access to members only content throughout the year.