This webinar will be held on Tuesday, June 16 at 1:00pm ET
Sponsor: Thomson Reuters
Duration: 1 Hour
Learning Objectives:
- Assess recent busy season to identify your firm’s recurring operational, staffing, and workflow pain points.
- Distinguish which processes and tools performed well—and which created bottlenecks or inefficiencies.
- Translate busy‑season lessons learned into actionable improvements that can be implemented immediately, prioritizing changes that reduce stress, improve team productivity, and enhance client experience.
- Create a practical roadmap to prepare for a more efficient and sustainable 2027 busy season.
| Program Level | Basic |
| Prerequisites | None |
| Field of Study | Tax and Accounting |
| 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:
Niki Tresidder is a Client Executive at SafeSend, supporting tax and accounting firms with the SafeSend One suite. She joined in 2024 as a Learning and Development specialist, focusing on onboarding and product training. Previously, Niki spent five years as a Tax Administrator in accounting and now applies her experience to serve current clients.
Rebecca Fitzgerald is a Client Executive supporting tax and accounting firms with SurePrep software solutions. She joined SurePrep in 2021 as part of the onboarding team, later moving into a national accounts role focused on firm adoption and success. Following Thomson Reuters’ acquisition of SurePrep, Rebecca spent two years working with large firms across the full Thomson Reuters product suite. She is now back under the SurePrep umbrella, helping firms maximize value and efficiency through effective use of the SurePrep platform.
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.
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