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Next-level Accounting: Automating Daily Tasks For Enhanced Value and Client Satisfaction - Sponsored by TaxDome

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Next-level Accounting: Automating Daily Tasks For Enhanced Value and Client Satisfaction - Sponsored by TaxDome
IRS Program #: n/a
CE: n/a
Materials
Course Description
By transitioning to a fully online and remote model, tax and accounting professionals can lower overhead costs, improve agility and responsiveness, and deliver an enhanced customer experience.

Join us to explore effective strategies for transitioning traditional business operations to online platforms, including digitization of paperwork, cloud migration, and workflow automation.

Learning Objectives
  • Explore the advantages of online and remote tax and accounting models.
  • Discover automation strategies to enhance accounting tasks and value.
  • Digitize paperwork for streamlined operations and improved collaboration.
  • Gain insights into cloud migration for remote work, security, and scalability.
  • Unleash the potential of workflow automation.
  • Get practical advice on implementing automation solutions and overcoming challenges.
  • Engage in interactive discussions to exchange experiences and learn best practices for value enhancement through automation.
Presenters

Edgar Espinosa, Senior Account Manager at TaxDome
Edgar is a Product Implementation expert, passionate about finding seamless and straightforward solutions for Tax & Accounting practices worldwide. He assisted 300+ firms over the last two years, helping implement new tools into their tech stack and developing superior digital processes and procedures. He’s dedicated to the end-user experience and inspired by the splendid results and growth he’s achieved working with hundreds of professionals in the industry.
Continuing Education
This course does NOT qualify for IRS Continuing Education Hours.

Webinar Refund Policy
To request a refund, contact the NAEA education team via email at education@naea.org. An NAEA education team member will review the request for a refund. If the refund request has been approved, the refund will be refunded on the same method of purchase. Live Webinars, also offered On-Demand will not be refunded.