Tax Season may be behind you, but the technology challenges you faced this year will most likely visit you again in 2018 – unless, you make some significant changes. Join us as we explore what an efficient tax workflow looks like, and review software solutions from Wolters Kluwer that focus on the details that firms require to achieve workflow efficiency, accuracy and profitability. Whether you prepare individual 1040, multi-state or complex business tax returns – we have a range of options to fit your business.
Reviewing technology solutions available to improve the workflow of a tax & accounting firm.
Preparing fast and accurate bank product returns – anytime, anywhere.
Maximizing efficiencies with a forms-based tax preparation software.
Simplifying your workflow with practice management and portal solutions.
Handling your most complex tax scenarios seamlessly with intuitive functionality.
Linda, OK
"I've used ATX for 16 years. Was interesting to hear some about the Pro series and also to see the Sch D import at work. Has given me food for thought on some possible changes. Thanks"Lluvia, CA
"It's better than I though I learned about Client Portals and Cloud Document Management. I can't wait to add this services to my Business."Margaret, IN
"I appreciated knowing the details about the programs. I believe I am using the one best suited for my needs."Tammy, WV
"These Webinars are short and sweet. They pack a lot of information into an hour session. Thank You!"Sabita, NJ
"I am looking for software. Now I know where to look."Ede, TX
"Interesting information was provided!"William, MA
"Very good presentation"Rosalyn, PA
"This webinar was very helpful with the latest processes in automated our practice, thank you."
Wolters Kluwer Tax & Accounting
Technical Marketing Manager
luis.galvis@wolterskluwer.com
7708575029
Luis Galvis has 10 years of experience in the Tax and Accounting Software Industry as a Product Specialist, Software Solutions Consultant, and Training Specialist. In his current role as a Technical Marketing Manager, he is able to show how CCH’s top of the line Tax, Research and Firm Management Solutions help simplify tax and accounting offices and improve their overall efficiency and productivity.
Wolters Kluwer Tax & Accounting
Solution Architect
anthony.sampson@wolterskluwer.com
(847) 580-5000
Anthony Sampson has 7 years of experience in the Tax and Accounting Industry working as a Licensed Tax Professional (Enrolled Agent). In his current role as a Solution Architect for Tax, Accounting and Workflow programs, he helps tax and accounting professionals discover the value of adding efficient and productive tools to their offices.
Wolters Kluwer Tax & Accounting
Solution Architect
ellen.cook@wolterskluwer.com
1.847.580.5000
Ellen Cook has been with Wolters Kluwer for 12 years, specializing in both Tax and Accounting software solutions. She grew up in Boston, graduated from the University of Colorado and began her accounting career with PWC in Denver. While she continues to live in Colorado loving the mountain views, she misses the ocean and tries to visit Boston every summer.