Making Automation Stick: A Practical Guide for Tax Firms

Learn how to successfully introduce automation into your firm's workflow, avoid common implementation mistakes, and create more capacity, without overwhelming your team or disrupting the busy season.

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Agenda

2:00 PM

Welcome & introductions

2:05 PM

Why Firms Struggle with Technology Adoption

The real problem isn't software. Most firms don’t fail because they chose the wrong tool. They fail because they try to change too much at once.

2:15 PM

Building an Implementation Strategy That Actually Works

Slow down to speed up. Walk through your recommended implementation philosophy.

2:25 PM

Real Workflow: How Katie's Firm Uses Automation

Katie walks through a return moving through an actual workflow.

2:35 PM

Lessons Learned

Katie shares what she would do again and what she would do differently.

2:45 PM

Q&A

Bring your questions. We'll spend the last few minutes getting them answered live.

BUILT BY A CPA. TRUSTED BY 1000s MORE.

Making Automation Stick: A Practical Guide for Tax Firms

Agenda

Your hosts

Dave Haase, CPA

Katie Helle, CPA

Register now