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Major Topics

  • Trends in the profession, including supplier changes
  • Software products by service lines
  • Innovation and automation tools
  • Specific technology stacks to improve productivity and profitability

Learning Objectives

  1. List changes made by major suppliers to the profession
  2. Identify software for service line and niche solutions
  3. Define automation opportunities in accounting firms
  4. Differentiate tools from a technology stack that fits your firm best

Course Description

It’s an exciting time to manage a public practice accounting firm! In addition to technical knowledge in tax, auditing, and accounting, we need to understand data analytics and security options in an advisory context. Beyond that, we must manage the practice and people while profitably delivering excellent client service in a competitive environment for the owners. Further, portals, CAS stacks, PBC lists, electronic signatures, Cloud, and robotic process automation are technologies we need to understand beyond our tax, audit, practice management, document management, and workflow systems. This CPA Firm Update session independently covers significant trends and technologies for CPA firms, which will help you understand your current and future choices. With such rapid change, what will your firm do?

Compliance Information

Intended Audience

Partners, Managers, and IT staff responsible for choosing and deploying CPA firm applications

Advanced Preparation

None

Field of Study

Information Technology

Credits

2 Credits

Published Date

August 8, 2023

Course Authors

No items found

Overview

It’s an exciting time to manage a public practice accounting firm! In addition to technical knowledge in tax, auditing, and accounting, we need to understand data analytics and security options in an advisory context. Beyond that, we must manage the practice and people while profitably delivering excellent client service in a competitive environment for the owners. Further, portals, CAS stacks, PBC lists, electronic signatures, Cloud, and robotic process automation are technologies we need to understand beyond our tax, audit, practice management, document management, and workflow systems. This CPA Firm Update session independently covers significant trends and technologies for CPA firms, which will help you understand your current and future choices. With such rapid change, what will your firm do?

Course Details

  • Trends in the profession, including supplier changes
  • Software products by service lines
  • Innovation and automation tools
  • Specific technology stacks to improve productivity and profitability

  1. List changes made by major suppliers to the profession
  2. Identify software for service line and niche solutions
  3. Define automation opportunities in accounting firms
  4. Differentiate tools from a technology stack that fits your firm best

Intended Audience — Partners, Managers, and IT staff responsible for choosing and deploying CPA firm applications

Advanced Preparation — None

Field of Study — Information Technology

Credits — 2 Credits

IRS Program Number

Published Date – August 8, 2023

Revision Date

Course Authors

No items found

All of our self-study courses are NASBA approved (through our partners at K2 Enterprises) the revisions to the Statement on Standards for Continuing Professional Education (CPE) Programs (Standards).

Your Registration Includes:

  • Course materials (video & PDF version)
  • Unlimited attempts to complete exam
  • Course materials (PDF & Sample Materials)
  • Instant grading & certificate of completion
  • One year access to complete your CPE
  • Completion certificate

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