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 course will provide an overview of the latest technologies and tools that can 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 course and arm yourself with the tools you need to succeed!
Tax automation software options. Learn about the best client collaboration options. Leave with a checklist of tools to consider your tax practice.
Fundamental understanding of tax return preparation and software.
Business professionals who are seeking to stay abreast of major technology developments.
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.
Randolph Johnston, Executive Vice President, K2 Enterprises, LLC
Randy Johnston is a nationally recognized educator, consultant, and writer with over 40 years of experience in strategic technology planning, accounting software selection, paperless, systems and network integration, business continuity and disaster recovery planning, business development and management, process engineering and outsourced managed services. EXPERIENCE K2 Enterprises (K2E.com) 1990 – Present Hammond, LA Executive Vice President, Shareholder – Nation’s leading technology CPE provider to CPA professionals. Consults to high profile technology vendors. Delivers national seminars to CPAs, business groups and IT leaders on technologies in accounting, healthcare and banking. Creates and presents seminars and articles on 30+ technology topics including CPA Firm Technology, Cloud, Paperless, Business Continuity, Accounting Software and Business Strategies leveraging technology. Network Management Group, Inc. (NMGI.com) 1983 – Present Hutchinson, KS Chairman & CEO, Stockholder – Consults and specializes in Strategic Technology including planning, selection and implementation. Expertise: CPA Firm Technology and strategy; Paperless; Accounting Software, Business Intelligence and CRM; Infrastructure including: Cloud, Business Continuity, Virtualization, Backup, and remote management. Hutchinson Community College 1977 - 1997 Department Chair, Professor, Adjunct - Mathematics & MIS Depts. Designed and taught courses in all areas of mathematics & computing. Professional Data Services 1978 - 1981 Programmer and system designer - Developed a medical system including the first paperless claims in Kansas, appointments and collection systems. Involved in a chain of ComputerLand and Entre’ stores, received first IBM PC and first Compaq in Kansas Farmland Industries 1977 - 1978 Programmer and system designer - Developed and maintained P&L, Credit Union and Feedlot accounting EDUCATION Hutchinson Community College, 1975 A.A. in Computer Science, Math Kansas State University,1977 B.S., summa cum laude, in C.S., Math, Science Wichita State University, 1981 Masters of Computer Science, 60+ post graduate hours ACKNOWLEDGEMENTS Accounting Today Listed as one of the 2004-2014 Top 100 Most Influential People CPA Practice Advisor Accounting Hall of Fame 2011, Top 25 Thought Leader 2011-2015 Accounting Technology Listed as one of the top nine technology stars in the industry AICPA Technology Conference Past Chair and featured Speaker for the past 29 years. Who’s Who in Business & Industry – 1990-2014; in Computing 1987-2014 Acknowledged as leading business professional and as a leading computing professional CERTIFICATIONS Microsoft Corporation Microsoft Certified Professional – MCP Novell Corporation Certified Network Administrator – CNA AutoDesk, 3Com, Entre’ Certified CAD specialist, Network Professional, Data Communications PUBLICATIONS Various publications 1978 - Present CPA Practice Advisor monthly columnist, Journal of Accountancy, CRN, Accounting Technology, PCWeek, InfoWorld, Interface, State Society newsletters, frequent quotes in accounting and computer press. Mitchell Publishing - 1981 Basic Using Micros Random House - 1982 Business Computing Systems McGraw Hill - 1984 Computers: An Introduction John Wiley & Sons Publishing - 2002 Technology Best Practices K2 Enterprises – 2003-2012 Accounting Software Solutions
Non-Member Price $109.00
Member Price $79.00