This webinar will be held on Friday, October 9 at 1:00pm ET
Sponsor: Thomson Reuters
Duration: 1 Hour
In this session, explore the security capabilities to look for in tax automation and client collaboration tools, from secure document exchange and encrypted communications to controlled access, drop-off links, and centralized firm administration. Learn how the right technology can help your firm strengthen data protection, simplify secure workflows during busy season, and deliver a client experience that inspires confidence—without adding unnecessary login barriers.
Learning Objectives
- Assess security capabilities in tax automation technology
Identify the essential security features, controls, and compliance considerations to evaluate when selecting solutions that handle sensitive client data. - Build more secure workflows for peak-season efficiency
Explore ways to incorporate secure document collection, delivery, and client communication into tax workflows without sacrificing speed or ease of use. - Apply data protection best practices
Understand how encryption, access controls, secure storage, and centralized administration can help reduce risk and protect confidential client information. - Promote a stronger culture of security awareness
Identify practical staff-training strategies related to phishing prevention, secure technology use, and consistent adherence to firm security protocols.
| Program Level | Basic |
| Prerequisites | None |
| Field of Study | Business Management and Organization |
| 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:
Eric Empson has over 15 years of experience in SaaS and HCM solutions, Eric brings a strong background in solutions consulting, configuration management, and tailored demonstrations. At MP, he contributes to delivering impactful and custom solutions that align with client objectives while addressing complex workforce management needs.
Eric’s work focuses on bridging technical knowledge with sales strategies to create client-focused outcomes. Collaborating with teams and clients, he implements strategies that optimize processes and empowers organizations to achieve their workforce goals.
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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