Manhattan/Bronx Chapter: The 3 Phases of Tax Firm Technology Tech Session Webinar
This session was designed to help you understand the three key phases of technology adoption in tax firms and learning practical strategies to enhance efficiency, scale operations, and improve client service.
May 29, 2025
Live Webcast
NYSED 1
Instructor
David Snider
Instructor
David
Snider
The 3 Phases of Tax Firm Technology
Implementation for Firms
Q&A and Closing
Learning Objectives
Upon completion of this course, you'll be able to:
Identify the three phases of tax firm technology and their impact on firm operations and efficiency.
Understand best practices for implementing new technology solutions within tax firms to optimize workflows and client service.
Engage in a Q&A session to address challenges and insights related to technology adoption in tax firms.
Major Topics
The 3 Phases of Tax Firm Technology
Implementation for Firms
Q&A and Closing
CPE Credits Available
NYSED 1
1
Taxation (NYSED) - NYSED
Things to Know About This Course
Course Level
Basic
Professional Area of Focus
Taxation (NYSED)
Prerequisites
None
Advanced Preparation
None
Intended Audience
Tax professionals who want to learn how technology can support their services and growth.
