Thomson Reuters today announced that registration is open for the upcoming regional event series Building a Well-Connected Firm: How to Digitalize Your Tax Workflow. Events are scheduled for the following dates and locations: August 12 in Indianapolis, IN; August 28 in Boston, MA; and October 2 in San Diego, CA. Attendees can earn up to 6 CPE credits.
The event series offers a full day of high-level technology planning and best practices. A team of experts will explore why a comprehensive, cohesive digital workflow is essential in today’s environment, help attendees define the steps to get there, and give them an up-close look at the technology that will make it work.
Held in a small-group, interactive classroom setting with a special emphasis on tax workflow, the event series offers actionable knowledge that attendees can incorporate immediately, including tips and tactics for improving firm efficiency, boosting profitability, and elevating client service. Presenters include:
M. Darren Root, CPA, CITP, CGMA, CEO Rootworks: Darren will illustrate how client expectations have changed and how cohesive digital processes can help you build an efficient mix of clients, systems, and staff.
Brian Wood, Senior Consultant, Thomson Reuters: Brian will share strategies and tactics for identifying and implementing the right technologies at your firm, sharing what he has learned over more than a decade of technology training and implementation at firms throughout the United States. He’ll also provide an up-close look at the latest tax workflow technology, including UltraTax CS.
“In today’s environment, clients expect a higher level of technological expertise, so building a well-connected firm that meets those expectations is a must,” said Brian Wood, senior consultant with the Tax & Accounting business of Thomson Reuters. “This event will help attendees plan and implement a workflow specific to their firms’ needs, capabilities, and goals. Doing so will allow firms to increase efficiency throughout their tax workflow and elevate client service.”
The Thomson Reuters CS Professional Suite provides the profession’s most integrated, most sophisticated suite of tax and accounting software including tax prep and planning, accounting, practice management, payroll, research, and more. Created by accountants, for accountants, its unparalleled level of workflow integration, comprehensive thought leadership offerings, and link to expert content and insight power smoother workflows, more informed decisions, improved client service, and better results for tax and accounting firms of all sizes.
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