CPE & Events Catalog
K2's Tax and Technology Conference VIRTUAL
This event is exclusively for Tax and/or Technology Member Section members! Unlock access—enroll in a Member Section for just $99 and attend!
Busy season is right around the corner, and the technology choices you make now will determine whether you spend the next few months swimming or drowning. This one-day virtual event cuts through the noise to focus on what actually works in 2026—the software, systems, and strategies that help small and medium tax practices operate more efficiently and profitably. We're talking about real solutions for real practitioners: tax preparation platforms that integrate with your existing workflows, document management that doesn't require a computer science degree, client portals that actually get used, and firm management tools built for how you work today. Whether you're looking to automate repetitive tasks, streamline client communication, or finally get your practice operating like the well-oiled machine you know it can be, this conference delivers actionable technology insights you can put to work immediately. Don't head into another busy season with outdated tools and inefficient processes—spend a day with us and discover how the right technology choices can save you time, reduce stress, and help you deliver better service to your clients.
Busy season is right around the corner, and the technology choices you make now will determine whether you spend the next few months swimming or drowning. This one-day virtual event cuts through the noise to focus on what actually works in 2026—the software, systems, and strategies that help small and medium tax practices operate more efficiently and profitably. We're talking about real solutions for real practitioners: tax preparation platforms that integrate with your existing workflows, document management that doesn't require a computer science degree, client portals that actually get used, and firm management tools built for how you work today. Whether you're looking to automate repetitive tasks, streamline client communication, or finally get your practice operating like the well-oiled machine you know it can be, this conference delivers actionable technology insights you can put to work immediately. Don't head into another busy season with outdated tools and inefficient processes—spend a day with us and discover how the right technology choices can save you time, reduce stress, and help you deliver better service to your clients.
Learning Objectives
Evaluate current tax preparation and practice management platforms to identify which solutions best fit your firm's size, client base, and workflow requirements
Implement document management and client collaboration tools that reduce administrative burden and improve turnaround times during busy season
Apply proven strategies for integrating multiple software systems to create seamless workflows from client intake through filing and follow-up
Identify opportunities to automate routine tasks and processes, freeing up time for higher-value advisory work and client service
Assess emerging technology trends in the tax preparation space and determine which innovations are worth adopting in your practice
Highlights
Tax Preparation Software Solutions for Small & Medium Firms
Document Management Systems That Actually Work for Tax Season
Practice Management Tools: Client Portals, Workflow Automation & Communication
Integrating Your Tech Stack: Making Different Systems Work Together
Efficiency Strategies for Bookkeeping, Tax Prep & Client Service
What's New in Tax Technology: 2026 Tools Worth Your Attention
Field of Study: Information Technology
Who Should Attend
For anyone in the Tax and/or Technology Member Section members only!
Required Knowledge
None
