What technologies can make your tax practice more efficient and more profitable? How well do tools such as scan-and-populate, workflow, portals, document management systems, and web-based research really perform? How can you integrate popular accounting software applications such as QuickBooks with your tax software? Get answers to your questions – and enhance the value of your practice.

Who Should Attend
Accountants who want to learn about the software tools available to improve productivity in their tax practice

Topics Covered

• Selecting and implementing new firm solutions
• Workflow and document management
• CPA firm best practice examples
• Overview of key applications

Learning Objectives

• Learn new technologies and firm strategies
• Improve client service, firm productivity, profitability, and workflow
• Discover valuable new practice areas

Level
Basic

Format
Live webcast

Instructional Method
Group: Internet-based

NASBA Field of Study
Specialized Knowledge and Applications (2 hours)

Program Prerequisites
None

Advance Preparation
None