3 Tips to Streamline Your Tax Workflow by 40%: Free Webinar

The Rules of Thumb blog from MoneyThumb would like to share an important free webinar for accountants, CPAs, and bookkeepers that is coming up on Tue, Aug 7, 2018, at 2:00 PM EDT. The webinar is presented by CPA Practice Advisor and NSA Practice Advisor. Below is a description of what all is presented during the webinar from the CPA Practice Advisor announced of the event:

3 Tips to Streamline Your Tax Workflow by 40%

Efficiently managing the trial balance, effectively leveraging software integration and utilizing the appropriate cloud technologies all play a critical role in streamlining your tax workflow, especially for business tax returns. Attend this panel discussion and gain insights from our industry thought leaders. Brian Gottschalk, Geller Ragans, Bill Jenczyk, Jencyzk CPA, Blake Masters, Juravel & Co and Joel Ortner, Wolters Kluwer have lessons learned, tips and best practices to share designed to help you improve your processes. From their strategies, you can reap as much as a 40% gain in productivity – just like other firms are doing. During this webinar you will learn:

• Why moving to a paperless business tax workflow is a smart business decision
• What tips facilitate improvements, whether you are still in a manual process or not
• How technology, like Wolters Kluwer solutions, enables success

Any partner, manager, or staff that performs tax engagements and is interested in improving the quality and efficiency of their workflow should attend this session.

Program level: Basic (no prerequisites required).

Receive 1 hour of free CPE credit for participating in this live webcast.

Yes, you read that right above This free webinars offers CPE credits simply for attending. However, the Rules of Thumb blog from MoneyThumb suggest that even if you are not seeking CPE credits and you are an accountant, you really should attend this event. It is never a bad idea to find new ways to save time when it comes to handling your client's taxes.

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