Tax Season can be a daunting time for tax preparers, but it doesn't have to be with the help of tax automation software tools and other innovative ...
12/30/2025 2:00pm - 4:00pm | Online | CalCPA
Members: $98.00, Non-members: $127.00
CPE Categories: Specialized Knowledge & Applications (2 CPE)
Tax Season can be a daunting time for tax preparers, but it doesn't have to be with the help of tax automation software tools and other innovative technology. This session will provide an overview of the latest technologies and tools to help automate your workflow and make the entire tax return preparation process smoother and more efficient. From client portals, workflow management, and e-signatures to robotic process automation, you'll learn about all the options available to help streamline your tax preparation process. So don't dread Tax Season - attend this session and arm yourself with the tools you need to succeed!
Instructor: Thomas G. Stephens Jr
CPAs and other professionals seeking to advance their knowledge on the topic.
Identify key tax return preparation processes that have technology automation solutions
Differentiate between vendor options for key tax return preparation processes
List examples of how preparers can use RPA to automate tax processing
Tax automation software options
Learn about the best client collaboration options
Leave with a checklist of tools to consider for your tax practice
None.
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