March 28, 2023

Webinar

2 CPE

K2'S Options To Automate Your Tax Preparation Workflow

March 28, 2023
Webinar
2 CPE

K2'S Options To Automate Your Tax Preparation Workflow

  • View Bio

    Instructor

    Randy
    Johnston

    View Bio

    Randy Johnston, M.C.S., M.C.P.

    Bio
    Randolph P. (Randy) Johnston, MCS
    Shareholder, K2 Enterprises

    Randy Johnston is a nationally recognized educator, consultant, and writer with over 40 years 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 services.

    PUBLICATIONS:
    •Various Publications - 1978 - Present: CPA Technology 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
    •John Wiley & Sons Publishing - 2002: Technology Best Practices
    •K2 Enterprises - 2003-2012: Accounting Software Solutions

    EDUCATION:
    •A.A. in Computer Science, Math – Hutchinson Community College, 1975
    •B.S., summa cum laude, in C.S., Math, Science – Kansas State University,1977
    •Masters of Computer Science, 60+ post graduate hours – Wichita State University, 1981

    AWARDS:
    •Who’s Who in Business & Industry – 1990-2010; in Computing 1987-2010 - Acknowledged as a leading business professional and as a leading computing professional
    •Accounting Today – Listed as one of the 2004 - 2018 Top 100 Most Influential People
    •CPA Practice Advisor - Accounting Hall of Fame 2011; Top 25 Thought Leader 2011-2019
    •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 31 years


    PROFESSIONAL SERVICE:
    •K2 Enterprises (K2E.com) - Executive Vice President, Shareholder – Nation's leading technology CPE provider to CPA profession

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 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 session and arm yourself with the tools you need to succeed!

Learning Objectives

  • 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

Major Topics

  • Tax automation software options
  • Learn about the best client collaboration options
  • Leave with a checklist of tools to consider your tax practice

CPE Credits Available

2 CPE
2
Computer Software & Applications

Things to Know About This Course

Course Level

  • Intermediate

Prerequisites

Fundamental understanding of tax return preparation and software

Advanced Preparation

None

Intended Audience

Business professionals who are seeking to stay abreast of major technology developments

Provider

ACPEN

This event has ended.