Grow and More
Effectively Manage Your Firm via Tax Preparation and Workflow in the Cloud
This session focuses on cloud technologies that
can lead to more efficient tax preparation, compliance and workflow
processes. We’ll cover portals, scanning, data import, tax preparation,
data and document management, electronic filing, workflow processes, and the
use of mobile technologies.
Who Should Attend
Tax Managers, Partners, Managing Partners, Owners,
Ray Schwarz, Solution Architect, CCH
Jim Boomer, CIO & Shareholder, Boomer Consulting, Inc.