One of the keys to success to automating tax return preparation is to map out your workflow and ensure that you are not automating a flawed process. Lean Six Sigma (LSS) techniques should also be applied to balance efficiency and quality, with the effectiveness of maintaining a client relationship and opening the door to advisory services.
Attend this workshop to learn how to develop a standardized process for your firm and apply LSS techniques to optimize your workflow. Then see how these processes can be automated via software tools from vendors, with hands on exercises in trial versions of the vendors’ tools so that you know it’s not just smoke and mirrors.
Tax Automation, Lean Six Sigma