Tax Practice Management: Implementing Touchless Tax Returns: Tax Tech for the Modern Practice

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Speaker - Christine Gervais

1 CPE Credit Available

Field of Study - Business Management and Organization

Discover how to transform your tax practice through AI-driven automation and intelligent workflows. This session provides a practical roadmap for implementing touchless tax return processing using OCR, artificial intelligence, and automated validation tools. Learn proven strategies to reduce manual data entry, improve accuracy, and scale your practice while maintaining quality control and client satisfaction.

Learning Objectives: After completing this session, participants will be able to:

1. Evaluate and select appropriate technology tools for automating tax document collection, data extraction, and validation processes within their practice
2. Develop a phased implementation plan for transitioning from manual to touchless tax return processing, including staff training and client communication strategies
3. Calculate potential ROI and measure success metrics for technology implementation, including time savings, error reduction, and capacity increases

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 $499 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.