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Turning 1040 Inefficiencies Into Opportunities With Integrated Tech Adoption

Business Management and Organization

TURNING 1040 INEFFICIENCIES INTO OPPORTUNITIES WITH INTEGRATED TECH ADOPTION

Available Date(s)

Monday, April 21, 2025: 2:00PM EDT

Wednesday, April 23, 2025: 2:00PM EDT

Choose Your Time Zone:

Cost Free

CPE Credits 1.0 hour

Subject Area 1.0 - Business Management and Organization

CE Credits 0.0 hours

Course Level Basic

Instructional Method Group Internet Based

Prerequisites None

Advanced Preparation None

Who Should Attend CPA - small firm

Course Description

In today's fast-paced tax environment, firms face numerous challenges due to SaaS sprawl and disparate solutions within their tech stack, leading to significant workflow bottlenecks. These obstacles, including data entry issues, workpaper indexing challenges, limited calculation capabilities, and delayed client responses, can severely impact efficiency.

Join us for an insightful webinar where we'll explore how adopting an integrated technological approach can turn these inefficiencies into opportunities for enhanced productivity. Our focus will be on the seamless integration offered by the Thomson Reuters tax workflow product family, which ensures better automation, integration, and comprehensive form coverage at every stage of the tax preparation workflow.

Learning Objectives

List the key obstacles that hinder efficiency in your 1040 tax preparation process and how to overcome them
Determine how to challenge yourself to assess the efficiency of your current technology setup and explore options for streamlining your processes
Recall how using TaxCaddy, 1040SCAN, UltraTax, SPbinder, and TaxCaddy can streamline your workflow and enhance client service
Summarize testimonials and quotes from clients who have successfully addressed their bottlenecks through the Thomson Reuters workflow solutions

Dan Kolleth

Thomson Reuters
Solutions Consultant

(800) 968-8900

Dan has been with Thomson Reuters since July 2015, spending over six years in support before becoming a Solutions Consultant. He holds a Master’s in Education from Grand Canyon University and a Bachelor’s in History from Oakland University. He has three cats, a dog, a 7-year-old son, and just celebrated his 11th anniversary with his wife.

Additional Materials

Webinar Technical FAQs

Frequently Asked Questions

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Handout Materials

Presentation Slides

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About Our Presenter

Thomson Reuters (TSX/NYSE: TRI) (“TR”) informs the way forward by bringing together the trusted content and technology that people and organizations need to make the right decisions. The company serves professionals across legal, tax, accounting, compliance, government, and media. Its products combine highly specialized software and insights to empower professionals with the data, intelligence, and solutions needed to make informed decisions, and to help institutions in their pursuit of justice, truth, and transparency. Reuters, part of Thomson Reuters, is a world-leading provider of trusted journalism and news. For more information, visit tr.com.