This webinar will be held on Tuesday, December 4 at 2:00pm ET
Sponsor: CCH
Duration: 1 Hour
You will learn how future-ready firms are turning siloed processes into seamless, data-driven systems that free up capacity and fuel growth. From AI-enabled workflows to client-centric innovation, this session will provide participants with practical strategies for building a modern, agile, and competitive firm.
Learning Objectives:
- How to improve collaboration, reduce manual effort, and enhance data visibility across departments with integrated digital workflows
- Ways to leverage emerging technologies like AI and automation support compliance work to unlock time for higher-value advisory services
- Demonstration of CCH Axcess Tax Essentials, CCH ProSystem fx Scan and CCH Axcess Client Collaboration showcasing the CCH Digital Tax Workflow with ExpertAI
| Program Level | Basic |
| Prerequisites | None |
| Field on Study | 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:
Stephanie Plaza is an Associate Director and lead product manager for Small Firm Tax at Wolters Kluwer. She has worked in the tax software development and financial products industry for more than 15 years. During her tenure in the tax industry, Ms. Plaza has worked closely with The Council for Electronic Revenue Communication Advancement (CERCA) and more recently the American Coalition for Taxpayers Rights (ACTR). Through CERCA, she has worked closely with the IRS on taxpayer experience and digital services.
Gina Reed, born and raised in Wichita, KS, has dedicated 10 years to Wolters Kluwer, where she has excelled in multiple roles across Q/A, Support, Training and Consulting, and pre-sales. Currently servinginag as a Solution Architect in the Mid-Market Division, Gina provides vital pre-sales technical support to a team of solution consultants and delivers tailored product presentations. She is committed to ensuring clients fully optimize their existing software solutions while staying ahead with emerging technologies. Gina holds a B.S. in Computer Science and has earned certifications in Software Development.
Moderated by:
Gail Perry is the editor-in-chief of CPA Practice Advisor. A veteran of accounting journalism, she also speaks at many accounting events, trade shows, and webinars. Gail is the author of over 30 books (including Mint.com For Dummies, The Idiot’s Guide to Introductory Accounting, and Surviving Financial Downsizing: A Practical Guide to Living Well on Less Income), and she maintains a small tax practice. Gail is a graduate of Indiana University where she earned a bachelor’s degree in journalism. She returned to school to study accounting at Illinois State University, earned her CPA, and worked for Deloitte in Chicago for several years as a state and local tax accountant. She has taught introductory accounting and personal finance courses, and she is a former computer applications instructor at the Indiana CPA Society. Gail is a member of the AICPA’s PFS Credential Committee.
Wolters Kluwer fuels global commerce by enabling professionals in tax and accounting firms, governing authorities, and businesses of all sizes to grow, manage, and protect their business and their clients’ businesses. Expert solutions – in compliance, collaboration, internal and external audit management, corporate performance management and firm management – integrate deep domain knowledge with workflows to ensure compliance, improved productivity, effective management, and strengthened client relationships.
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.
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