CPE & Events Catalog
Technology Solutions Showcase: Tax Planning & Workflow Automations (PM Session) VIRTUAL
The INCPAS & NCACPA Technology Solutions Showcase is designed to help tax professionals discover how automation, artificial intelligence, and workflow technology can streamline the tax lifecycle—from client onboarding and data collection to tax planning, return preparation, review, and client delivery. Attendees will explore solutions that reduce manual work, improve accuracy, enhance client experiences, and create capacity within their firms. Through demonstrations, case studies, and conversations with technology providers, participants will gain practical insights into building more efficient, scalable, and profitable tax processes.
Learning Objectives
Upon completion of this program, participants will be able to:
- Identify opportunities to automate key tax planning and tax preparation workflows.
- Evaluate technology solutions that improve efficiency in data gathering, document management, tax preparation, review, and client communication.
- Recognize how artificial intelligence and workflow automation can reduce manual tasks and increase capacity during busy seasons.
- Assess best practices for integrating automation tools into existing tax processes.
- Understand the potential impact of workflow automation on accuracy, turnaround times, and client service.
- Develop strategies for creating more scalable and efficient tax operations through technology adoption.
Field of Study: Information Technology
Advanced Prep
None
Who Should Attend
Tax professionals, CPAs, firm leaders, tax managers, operations professionals, technology decision-makers, and anyone looking to improve efficiency and scalability within tax planning and tax preparation processes.
Required Knowledge
Familiarity with tax preparation, tax planning, or accounting workflows is helpful but not necessary.
