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Practice Education Webinar: Tech Tools Unleashed - Simplifying Tax Preparation for Professionals

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Practice Education Webinar: Tech Tools Unleashed - Simplifying Tax Preparation for Professionals
IRS Program #: n/a
CE: none
Materials
Course Description
This webinar will explore the latest tech tools involving the tax preparation process. From advanced software applications to automated systems, these innovative solutions can enhance efficiency, accuracy, and overall workflow. This session will equip you with the knowledge and insights to leverage technology effectively in your practice. Elevate your tax preparation game and navigate the evolving tech landscape with confidence, as we guide you through simplifying complex tasks and boosting productivity using cutting-edge tools.

Learning Objectives
  • Understand the key features and functions of various advanced software applications used in tax preparation to enhance efficiency.
  • Explore the benefits of utilizing automation tools in tax workflows to streamline processes and minimize errors in filings.
  • Learn practical strategies for integrating technology solutions into daily tax preparation practices to improve overall productivity and accuracy.
  • Identify the latest trends and developments in tax tech tools to stay informed and adapt to the evolving landscape of tax compliance.
  • Gain confidence in leveraging technology effectively to simplify complex tasks, boost efficiency, and navigate the intricate world of tax preparation with ease.
Presenters

Chelsea Rustek, EA
Chelsea is an Enrolled Agent, working in the taxation field since 2014, with a concentrated focus on individual and small business tax preparation. She graduated from Saint Leo University with her bachelor’s degree in Business Management. Chelsea is a member of the National Association of Enrolled Agents and the Florida Association of Enrolled Agents. She is also a QuickBooks Online ProAdvisor and Florida Notary.
Read the full bio here!
Continuing Education
This course does not qualify for IRS Continuing Education Hours. NAEA reports IRS CE on a monthly basis. If you have not received your CE Hours in your IRS PTIN Account by the end of the month after receiving the certificate, please contact NAEA at education@naea.org. IRS Requirements for live webinars require at least 50 minutes per hour of attendance and answering 3 out of the 4 polling questions. For on-demand, you must watch the full video, answer the knowledge check, and pass the assessment with a score of 70% or above. No partial CE is offered.

Webinar Refund Policy
To request a refund, contact the NAEA education team via email at education@naea.org. An NAEA education team member will review the request for a refund. If the refund request has been approved, the refund will be refunded on the same method of purchase. Live Webinars, also offered On-Demand will not be refunded.