Grow and More Effectively Manage Your Firm via Tax Preparation and Workflow in the Cloud

This session focuses on cloud technologies that can lead to more efficient tax preparation, compliance and workflow processes. We’ll cover portals, scanning, data import, tax preparation, data and document management, electronic filing, workflow processes, and the use of mobile technologies.

Program level: Basic (no prerequisites required).

Receive 1 hour of free CPE credit for participating in this live webcast.

Register for the webcast using the registration form below.

Presented by:


M. Darren Root, CPA.CITP
Darren is the Executive Editor of CPA Practice Advisor, and remains in public practice as the principal of Root & Associates, LLC, in Bloomington, Indiana, and president of his consulting practice, RootWorks. He formerly served on the Board of the AICPA's CITP Credentials Committee and is a former member of the Board of Directors for the Indiana CPA Society. He speaks at dozens of professional organizations each year and frequently serves as a guest lecturer at Indiana University's Kelley School of Business.



Ray Schwarz
Ray is a Senior Tax Software Specialist for CCH, working specifically with the tax and workflow software solution portfolios. He is a graduate from DePaul University and joined CCH in 2005. He has been involved with the tax and financial software industry in various roles since working with Fast-Tax in 1987. He earned his CPA in 1988.

This FREE online seminar is a continuation of the magazines' mission to provide unbiased, independent information on technologies available to practicing public accountants and tax professionals.

Special thanks to our sponsor for supporting this educational session:

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