– May 13th, 2020 –

The Zero-touch Tax Return

How the Bridge to the Cloud Changes the Game

The relationship between business owner & CPA is changing

Progress, transformation, and massive strides being made in technology have allowed CPAs to refocus their time from traditional bookkeeping and write-up work to higher-level advisory and wealth management- ultimately increasing the value provided to clients. As a result, client relationships are changing as well. So how can continue to differentiate your offering, and ensure your clients’ success? How do you adopt new technologies and new processes that can help us live in the “new normal”?

 

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Awesome Speakers

 

Joel bio picture

Joel Ortner

SENIOR TECHNICAL PRODUCT MANAGER

Joel Ortner is a Senior Technology Product Manager for Wolters Kluwer Accounting and Audit Solutions. She has been with Wolters Kluwer since 2003 working on CCH® ProSystem fx® Engagement and CCH®ProSystem fx® Knowledge Coach. Prior to developing software, Joel spent over 6 years in public accounting. She worked at McGladrey & Pullen in Minneapolis, as well as a smaller, local firm.

Byron

Byron Patrick

VP of Growth and Sucess, Botkeeper

Byron is known nationally as an industry thought leader and a multi-year recipient of the CPA Practice Advisor’s 40 under 40 awards. Byron has been actively involved on a national level with the American Institute of CPA’s, has earned the Certified Information Technology Professional credential in 2006, is currently a member of AICPA Council, PCPS Executive Committee, and was previously a member of the Information Management and Technology Assurance Executive Committee.

 

You Don't Want to Miss This

During our presentation, we’ll be focusing on
How to advise your clients on overall business strategy, and innovation beyond the scope of accounting alone.

 

AN INTERACTIVE EXPERIENCE

This is not your grandmother's webinar! Our virtual event will be comprised of numerous presentations, interactive breakout sessions, and hilarious Zoom backgrounds. Come ready to partake!

Excited creative business people giving high-five in meeting room at creative office

The Zero-Touch Tax Return

"The Zero-touch tax return" will demonstrate how to utilize cloud financial prep and tax software to help tax season run smoothly (from writeup to tax and how artificial intelligence changes the game).

 

Why Is the Deadline to File Taxes April 15
 

Event Schedule

MAY 13th, 2020

Starting at 2:00pm ET
2:00 pm
Welcome, and Housekeeping
with Jessica King
Introductions from our speakers from Wolters Kluwer, Botkeeper, and a short agenda to kick things off!
2:10 pm
Breakout session #1
Meet your table
Ice breakers, your biggest challenges pre-COVID, and your biggest challenges today
2:20 PM
Report back for Discussion & Observations
Takeaways and Learnings
One rep from each group to offer a short recap of what was learned/discussed
2:30 PM
Presentation: What it Means to Be 100% Virtual
with Byron Patrick
During this presentation, we’ll be focusing on how to advise your clients on overall business strategy, and innovation beyond the scope of accounting alone using bridge-to-cloud solutions.
2:40 pm
Breakout session #2
Current Virtual Strategies
What’s working? What’s not working? What have you learned that you wish you had known pre-COVID?
2:50 pm
REPORT BACK FOR DISCUSSION & OBSERVATIONS
Takeaways and Learnings
One rep from each group to offer a short recap of what was learned/discussed
3:00PM
Presentation: Botkeeper & the Bridge to the Cloud
with Byron Patrick
See how an automated bookkeeping platform augments the need for manual and labor-intensive processes while bridging to the cloud.
3:10PM
Breakout session #3:
Why wouldn’t this work?
Why won’t this new technology work in your firm? The tough questions!
3:20PM
REPORT BACK FOR DISCUSSION & OBSERVATIONS
Takeaways and Learnings
One rep from each group to offer a short recap of what was learned/discussed
3:30pm
Presentation: Wolters Kluwer & CCH Axess
with Joel Ortner
Joel Ortner from Wolters Kluwer will demonstrate the ‘No Touch Return” process for preparing tax balances in CCH Axcess™ Financial Prep and sending the balances to CCH Axcess™ Tax. Financial Prep is an innovative end-to-end solution, fully integrated with CCH Axcess™, maximizing your efficiency and enabling your firm to offer client service excellence. Save time with automation and integration.
3:40pm
Breakout session #4
The Hard Questions
How would this change your existing process? What obstacles might make this difficult to implement?
3:50pm
Presentation: The Zero Touch Tax Return
with Byron Patrick
Firms have attempted to leverage tech to improve productivity. This leads to the new challenge of being an IT systems integrator! The number of accounting apps used to manage your firm diverse & complex. The Number of client systems to access are increasing, complex & cumbersome. Learn how a Zero-Touch. Tax return alleviates these problems!
4:00PM
Breakout session #5
Wrap up!
Could your firm make the necessary adjustments to work like this? Is that realistic? Was today helpful?
4:10PM
Report back for the Last Workshop
Closing
Overall feedback, conclusion, and thank you’s
 

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