How to Make Tax Technology Choices That Work for Your Practice

Friday, September 23, 2022

11:20 AM - 12:20 PM


Bookkeeping technology is constantly evolving, sometimes at a pace that makes it hard to keep up. And choosing the right tools to make the most of those changes is a lot to contemplate, especially if you’re adding tax return preparation to your list of services. From EFILE and electronic signatures, to AFR (Auto-fill my return) and API integrations, join this session for a tour of current technology that can help and how to choose the right tools for your practice.

You’ll learn about:

  • Data integrations available from the CRA and other government authorities
  • Options for moving data from your bookkeeping software into a tax return
  • How technology can help you maximize efficiency while minimizing errors
  • Tools to help you work remotely with your clients
  • Key considerations when choosing new technology for your tax practice
Managing Business
1.0 CPD unit
Location Name
Virtual Access
Live Only