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.
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
