Turning 1040 Bottlenecks into Opportunities with Integrated Tech Adoption
WATCH ON DEMAND
Hosted by Thomson Reuters
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 technology approach can turn these bottlenecks into opportunities for enhanced productivity. Our focus will be on the seamless integration offered by the TR tax workflow product family, which ensures better automation, integration, and comprehensive form coverage at every stage of the tax preparation workflow.
The webinar will explore:
- Identify Major Workflow Bottlenecks: Discover the key obstacles that hinder efficiency in your 1040 tax preparation process and how to overcome them.
- Evaluate Your Current Tech Stack: Challenge yourself to assess the efficiency of your current technology setup and explore options for streamlining your processes.
- Experience the Power of Integration: Witness a live demo showcasing the end-to-end process using TaxCaddy, 1040SCAN, UltraTax, and SPbinder. See how these integrated solutions streamline your workflow and enhance client service.
- Real Client Success Stories: Hear testimonials and quotes from clients who have successfully addressed their bottlenecks through the TR workflow solutions.
Speaker
Dan Kolleth
Solutions Consultant, Tax Workflow
Dan Kolleth is a Solutions Consultant with 10 years of experience at Thomson Reuters, who brings his expertise from the world of education to the benefit of tax and accounting professionals. He has worked in information technology in a variety of industries, leveraging his understanding of adult learning to enhance the customer experience. Dan holds his Masters of Education from Grand Canyon University and is a native of Detroit, Michigan.
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