Join us for a complimentary one-hour Webinar:
Tax Workflow Automation – What You Need to Know
for the Next Tax Period.
How to put Tax
Workflow Automation to work in your firm.
Webcast - Watch it online now!
Download the slides (Adobe PDF format, 175 KB)
This session will identify the important
details that every tax and accounting practitioner should know about
automating tax workflow.
This webcast will clarify the mysteries of
workflow and offer straight forward answers for you and your firm.
Don’t miss our informative webcast, where
you’ll learn how to:
Develop a strategy to implement an automated tax workflow
Take full advantage of administrative staff throughout the tax
Streamline preparation from collection of data to return
Leverage OCR technology to automate source document
Engage your clients to interact with your firm using secure
Join Mike Herlihy, Senior Director, Product Management,
Tax & Accounting, Thomson Reuters
Herlihy, Senior Director of Product Management for Tax & Accounting
business of Thomson Reuters, has over 18 years of professional
experience and has been serving the accounting industry since 2002.
He was a founding member of the management team that launched
GoFileRoom (document management and workflow solutions) to the CPA
market. He developed a Consulting Practice with a focus on
implementing Thomson Reuters software and leveraging best practices
to achieve maximum efficiencies with firms in the Mid Market and
Enterprise segments. In Mike’s current role, he represents all
Thomson Reuters products and solutions from a holistic workflow
perspective and has responsibility for strategic relationships. Mike
has a degree in Computer Science and MBA in Management Information
Systems and is a certified as a Project Management Professional (PMP)
from the Project Management Institute.
Host and Moderator
Gregory LaFollette, CPA, CITP
LaFollette, CPA CITP is the Host of the Accounting Tech Online
Series. Mr. LaFollette has been involved with public accounting for
nearly 40 years, first as a staff member in a large regional firm,
then as partner in the local firm he founded. His prior positions
include vice president of product strategy for the Tax & Accounting
business of Thomson Reuters and editor of The CPA Technology Advisor
magazine. He is a senior manager of Tax and Technology Consulting
with the Top 25 firm of Eide Bailly, LLP. Mr. LaFollette is a
national speaker for CPA societies, state bar associations, industry
groups, and computer user groups. He has published hundreds of
articles on financial services and computer systems management. As a
pioneer in the application of technology to informing his
profession, he has produced and hosted hundreds of webcasts and
Don’t miss this
opportunity to learn about what Tax Workflow Automation means for your firm. Register
9” USB Monitor
One lucky participant (must be in the live
audience) will win a DoubleSight 9” Smart USB Monitor.
Our thanks to DoubleSight for providing