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AICPA Practitioners Symposium, AICPA Tech+ Conference, AAM Summit and AAA National Practice Management Conference 2015

Digital Tax Workflow-Optimizing Tax Production

Jun 10, 2015 8:30am ‐ Jun 10, 2015 9:45am


Walk through today’s digital tax work flow from engagement letter creation to delivery/collection. This session will discuss the optimum technologies every firm should be using to optimize production for each step of tax production, as well as experiences with competitive tax applications and in which environment they work best,

  • Attendees will be exposed to the latest digital tools improving every aspect of their tax production.
  • Learn how "Lean" Tax processes lower tax production costs, improve workflow and build quality control to streamline production.
  • Understand the importance of digital workflow tools such as XCM, FirmFlow and Workstream in rethinking tax production.
  • Be exposed to the latest digital tax trends and findings identified within the 2015 AAA Paperless Benchmark survey.


  • Roman H. Kepczyk, CPA, CITP, CGMA, LSS BB, Director of Firm Technology Strategy, Right Networks

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