This webinar will be held on Tuesday, November 17 at 1:00pm ET
Sponsor: Thomson Reuters
Duration: 1 Hour
The webinar addresses implementation considerations and helps participants identify which technologies align with their firm’s operational needs and objectives. By the end of the webinar, you will have a framework for evaluating automation solutions and strategies for integration into your firm’s tax preparation processes.
Learning Objectives
- Identify where manual data entry and workpaper assembly create inefficiencies throughout the tax preparation workflow. Learn to recognize the hidden costs of hand-keying source documents and manually organizing workpapers, and understand how these steps compound pressure during peak season when return volume increases.
- Recognize how advanced OCR and automated data extraction change the preparation stage. Understand what happens when tax documents — including W-2s, 1099s, K-1s, and brokerage statements — are captured and organized automatically instead of being manually entered and indexed by staff.
- Describe how automated workpaper standardization and intelligent verification support faster, more consistent reviews. See how standardized digital workpapers with automated organization, cross-references, and multi-level sign-offs create repeatable quality control processes and reduce manual verification work.
- Assess your firm’s current preparation workflow and determine where six automation technologies address your most significant operational challenges. Locate where your firm stands today and map an implementation strategy that strengthens capacity without disrupting client service during busy season.
| Program Level | Basic |
| Prerequisites | None |
| Field of Study | Information Technology |
| Advance Preparation Needed | None |
| Delivery Method | Group Internet-Based |
| Recommended CPE Credit | 1 Credit per 50-Minute Session |
| Registration Instructions | Register Online |
| Cost | Free |
| Complaint Resolution | editor@cpapracticeadvisor.com |
Presented by:
Carrie Bellinger is a Senior Solutions Consultant at Thomson Reuters. She partners with tax and accounting professionals to streamline operations and drive client value through strategic technology implementation. She help firms identify workflow challenges and deliver solutions that maximize efficiency and measurable impact.
Moderated by:
Isaac M. O’Bannon is the managing editor and digital content manager for CPA Practice Advisor, drawing on two decades of experience covering the areas of professional accounting, taxation, business productivity and consumer technologies. Prior to CPA Practice Advisor, O’Bannon was a consultant at firms in San Francisco, Denver and Tulsa, serving clients that included Logitech, Polycom, Hilti, Microsoft, the Stanford Research Institute, the University of Oklahoma’s College of Engineering and other technology leaders. He is a U.S. Navy veteran.
The Thomson Reuters Tax Automation Suite is a seamlessly integrated and automated end-to-end tax workflow experience, powered by industry-leading 1040 tax prep solutions: UltraTax CS for compliance, SurePrep 1040SCAN for data extraction, and SafeSend for secure gather and return delivery. It streamlines client data gathering, preparation, compliance, and delivery into a unified system—helping firms eliminate inefficient workflows and save up to 2 hours per return. With real-time visibility across every return, firms can complete work much faster, reducing processing time from days to hours and hours to minutes, all with the trusted support of Thomson Reuters and its tax expertise.
CPA Practice Advisor is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: https://www.nasbaregistry.org/. For more information regarding administrative policies please contact Isaac O’Bannon at isaac.obannon@cpapracticeadvisor.com.
Sign in to get access to this free resource, and all of our whitepapers and reports.
Download this content today!
Register Now Already registered? Click here to Log In
