This webinar will be held on Thursday, May 28 at 3:00pm ET
Sponsor: CCH
Duration: 1 Hour
In this webinar, Wolters Kluwer breaks down the common challenges that firms face when staying on desktop software, including:
- Heavy IT and maintenance demands like server upkeep, manual updates, and unreliable backups
- Restricted accessibility that makes remote or flexible work difficult
- Security vulnerabilities that come from relying on local machines and aging hardware
- Performance slowdowns during peak filing periods
We’ll then highlight how cloud‑based tax software removes these friction points and positions your firm for a smoother, more productive year ahead – no matter the season.
You’ll see how the cloud delivers:
- Anywhere, any‑device access for seamless teamwork
- Advanced built‑in security and automated backups
- Instant updates with no installation required
- Scalable performance that keeps you moving through busy season effortlessly
- Lower IT overhead so you can focus on serving clients, and growing your business for the future
Post–tax season is the best time to evaluate your technology – your pain points are fresh, workloads lighten, and you have room to explore improvements before next year’s deadlines begin to loom. This webinar helps you understand your options and gives you a clear picture of how a cloud migration can set your firm up for a smoother, more efficient season ahead.
| 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:
Stephanie Plaza is a Director of Product Management 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.
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.
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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