The journey to the paperless office has been only part of a larger trend in professional accounting and tax practices. In the broader view, it is critical to optimize a firm’s overall workflow, but understanding the many factors that are involved has proven to be a major challenge.
To help professionals better understand the dynamic workflow process, The CPA Technology Advisor is hosting a free, CPE-eligible webcast on May 8. As part of the technology magazine’s 2008 Interactive Webcast Series, the online educational event will be hosted by Gregory L. LaFollette, CPA.CITP, the Executive Editor of The CPA Technology Advisor and senior manager for tax and technology consulting with Eide Bailly, LLP. LaFollette will be joined by guest speaker Randy Johnston, executive vice president and partner of K2 Enterprises and Network Management Group, Inc.
“Workflow often means different things to different firms,” said LaFollette. And while we all may agree that its purpose is to simplify and streamline processes, we’re still left wondering what it is exactly, what approach is best, where it belongs, how to buy it and, most importantly, how to implement it.”
Among the topics to be discussed are tax document automation, the emergence of “dashboards,” exception alerts, data integration, tracking systems and the process by which jobs travel digitally through today’s high-performing firms. Sponsors for this webcast are CCH, a Wolters Kluwer business (www.tax.cchgroup.com), Drake Software (www.drakesoftware.com), Thompson Tax & Accounting (www.thomson.com/taxacct) and XCM Solutions (www.xcmsolutions.com).
To register for the webcast, visit www.CPATechAdvisor.com/webcast. All attendees of the live webcast can earn two hours of CPE credit, sanctioned by the National Association of State Boards of Accountancy (NASBA). Webcasts are archived and can be viewed at any time, but CPE credit is only available during the live event.
Future webcast topics in The CPA Technology Advisor’s 2008 webcast series include the following: “The Digital Accounting Office,” “Payroll” and “Getting Ready for Busy Season.” Additional, topical webcasts will also be offered throughout the year, and all are free to attend.
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