There has never been a greater opportunity to leverage technology tools to automate various aspects of 1040 tax preparation. This course will provide specific examples of how you can use AI (artificial intelligence) based tools to complement your core 1040 tax prep software. You will learn how to leverage AI to automate the collection and organization of client source documents, enhance the engagement management process and add value to your 1040 service through AI enhanced 1040 advisory services. This course will separate the hype from reality about AI and how it can be used in 1040 tax preparation. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Learning Objectives
After attending this presentation you will be able to...
- Recognize the potential to leverage all the Microsoft 365 apps
- Identify which app(s) to utilize for specific business processes
- Select the proper sequence for deploying the Microsoft 365 apps for your organization
Major Topics
The major topics covered in this course include:
- Introduction to the world of password management apps and what makes them so secure
- Review and demonstration of top selling password management apps
- Software features that will be reviewed
- Password generation
- Emergency user access
- Entity vs. individual password management
- Desktop vs. cloud based
- Multi device synchronization
- PII (personally identifiable information) forms filler
- Credit card storage
- Digital data vault
