Tax Workflow Automation – What You Need to Know

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WEBINARS (UPCOMING)

WEBINARS (ARCHIVED)
Listen & Watch Now!

Paperless Tax Workflow Readiness Now - to Streamline Efficiencies and Increase Productivity for Tax and Accounting Professionals. (Dec. 9, 2010)

Mobile Computing Takes the Fast Lane with CPAs. (Nov. 11)

I've Seen the Cloud from Both Sides Now: How to Keep Your Feet on the Ground When Your Head's in the Cloud. (June 2)

What I Want for Christmas – The hottest electronics for CPAs to put to work for 2010 (Dec 9)

SaaS – 15 Key Details Every Tax & Accounting Firm Needs to Know about Software as a Service (Nov 18)

Tax Workflow Automation – What You Need to Know for the Next Tax Period (Dec 2)

CONFERENCES

Accounting Technology New York Show & Conference

California Accounting & Business Show & Conference

Midwest Accounting & Finance Showcase

New Jersey Accounting, Business & Technology Show

Hosted by:

Join us for a complimentary one-hour Webinar:

Tax Workflow Automation – What You Need to Know
for the Next Tax Period.
How to put Tax Workflow Automation to work in your firm.

Archived Webcast - Watch it online now!
http://accountingtechonline.acrobat.com/p77748953/

Download the slides (Adobe PDF format, 175 KB)
http://www.flaggmgmt.com/ato/slides/Tax_Workflow_Automation_Dec2.pdf

This session will identify the important details that every tax and accounting practitioner should know about automating tax workflow.

This webcast will clarify the mysteries of workflow and offer straight forward answers for you and your firm.

Don’t miss our informative webcast, where you’ll learn how to:

Develop a strategy to implement an automated tax workflow solution.
Take full advantage of administrative staff throughout the tax preparation process.
Streamline preparation from collection of data to return delivery.
Leverage OCR technology to automate source document organization.
Engage your clients to interact with your firm using secure client portals.

Join Mike Herlihy, Senior Director, Product Management,
Tax & Accounting, Thomson Reuters
Mike Herlihy, Senior Director of Product Management for Tax & Accounting business of Thomson Reuters, has over 18 years of professional experience and has been serving the accounting industry since 2002. He was a founding member of the management team that launched GoFileRoom (document management and workflow solutions) to the CPA market. He developed a Consulting Practice with a focus on implementing Thomson Reuters software and leveraging best practices to achieve maximum efficiencies with firms in the Mid Market and Enterprise segments. In Mike’s current role, he represents all Thomson Reuters products and solutions from a holistic workflow perspective and has responsibility for strategic relationships. Mike has a degree in Computer Science and MBA in Management Information Systems and is a certified as a Project Management Professional (PMP) from the Project Management Institute.

Host and Moderator Gregory LaFollette, CPA, CITP
Gregory L. LaFollette, CPA CITP is the Host of the Accounting Tech Online Series. Mr. LaFollette has been involved with public accounting for nearly 40 years, first as a staff member in a large regional firm, then as partner in the local firm he founded. His prior positions include vice president of product strategy for the Tax & Accounting business of Thomson Reuters and editor of The CPA Technology Advisor magazine. He is a senior manager of Tax and Technology Consulting with the Top 25 firm of Eide Bailly, LLP. Mr. LaFollette is a national speaker for CPA societies, state bar associations, industry groups, and computer user groups. He has published hundreds of articles on financial services and computer systems management. As a pioneer in the application of technology to informing his profession, he has produced and hosted hundreds of webcasts and podcasts.

Don’t miss this opportunity to learn about what Tax Workflow Automation means for your firm. Register today.

FREE GIVEAWAY! DoubleSight 9” USB Monitor
One lucky participant (must be in the live audience) will win a DoubleSight 9” Smart USB Monitor. Our thanks to DoubleSight for providing the give-away.