Technology

CPE Webinar: 6 Technology Tips to Save Your Sanity This Busy Season

Automation November 17, 2026 

CPE Webinar: 6 Technology Tips to Save Your Sanity This Busy Season

Tax season demands that firms process higher return volumes while maintaining quality and managing resource constraints. This webinar examines six automation and workflow technologies that reduce manual processes, standardize operations, and increase capacity. Participants will learn how advanced data extraction, workpaper automation, verification tools, and client collaboration features integrate throughout the tax return preparation cycle…

Featured Articles

Specialized Hardware That Can Help Your Firm

June 1, 2007 

Specialized Hardware That Can Help Your Firm

The evolution of technology over the past 20 years has been fascinating. I felt so advanced when I got my first good computer, but I soon realized that to keep my geek status I would have to keep up with the latest in not only computers, but also all of the devices that help the...…

Sense & Accountability

April 17, 2007 

Sense & Accountability

Accountants are often the first to poke fun at their own profession, citing the long hours often spent researching tax code or determining proper depreciation treatments. The client interaction side is often much like any other business, but still, the spreadsheet jokes can be enough to put an actuary to sleep.

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