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DISCOVER THE RIGHT TOOLS FOR A BETTER TAX SEASON NEXT YEAR

Cost Free
Presentation Length 1.0 hour

Recorded DateApril 26, 2017
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaOther
Course LevelBasic
Who Should AttendCPA - small firm
CPA - medium firm
Other
Course Description

Tax Season may be behind you, but the technology challenges you faced this year will most likely visit you again in 2018 – unless, you make some significant changes. Join us as we explore what an efficient tax workflow looks like, and review software solutions from Wolters Kluwer that focus on the details that firms require to achieve workflow efficiency, accuracy and profitability. Whether you prepare individual 1040, multi-state or complex business tax returns – we have a range of options to fit your business.

Learning Objectives

  • Reviewing technology solutions available to improve the workflow of a tax & accounting firm.

  • Preparing fast and accurate bank product returns – anytime, anywhere.

  • Maximizing efficiencies with a forms-based tax preparation software.

  • Simplifying your workflow with practice management and portal solutions.

  • Handling your most complex tax scenarios seamlessly with intuitive functionality.

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Luis Galvis

Wolters Kluwer Tax & Accounting
Technical Marketing Manager
[email protected]
7708575029

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Luis Galvis has 10 years of experience in the Tax and Accounting Software Industry as a Product Specialist, Software Solutions Consultant, and Training Specialist. In his current role as a Technical Marketing Manager, he is able to show how CCH’s top of the line Tax, Research and Firm Management Solutions help simplify tax and accounting offices and improve their overall efficiency and productivity.

Linkedin

Anthony Sampson

Wolters Kluwer Tax & Accounting
Solution Architect
[email protected]
(847) 580-5000

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Anthony Sampson has 7 years of experience in the Tax and Accounting Industry working as a Licensed Tax Professional (Enrolled Agent). In his current role as a Solution Architect for Tax, Accounting and Workflow programs, he helps tax and accounting professionals discover the value of adding efficient and productive tools to their offices.

Ellen Cook

Wolters Kluwer Tax & Accounting
Solution Architect
[email protected]
1.847.580.5000

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Ellen Cook has been with Wolters Kluwer for 12 years, specializing in both Tax and Accounting software solutions. She grew up in Boston, graduated from the University of Colorado and began her accounting career with PWC in Denver. While she continues to live in Colorado loving the mountain views, she misses the ocean and tries to visit Boston every summer.

About Our Presenter

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Wolters Kluwer Tax & Accounting is a leading provider of software solutions and local expertise that helps tax, accounting, and audit professionals research and navigate complex regulations, comply with legislation, manage their businesses and advise clients with speed, accuracy, and efficiency – so they maximize the impact they create for their clients. Our focus is giving tax and accounting professionals the ability to grow, manage and protect their business and their clients’ businesses in a fast-moving and ever-changing world. It means that firms can stay ahead of the pack, take advantage of new technologies, transform, and capitalize on new opportunities.

Wolters Kluwer Tax & Accounting is part of Wolters Kluwer (WKL), a global leader in professional information, software solutions, and services for the healthcare; tax and accounting; governance, risk and compliance; and legal and regulatory sectors. We help our customers make critical decisions every day by providing expert solutions that combine deep domain knowledge with advanced technology and services.