Complimentary for Members

On-Demand

0.5 CPE

Tech's impact on tax, with Andrew Hatfield, Ep.#213 Future-Proof Podcast

A decade ago, there were predictions that certain accounting jobs would be replaced by automation. Now, in the age of AI, we're still here and thriving. Today's conversation focuses on how we can collaborate with technology to enhance our work and deliver greater value to clients.

To delve into this topic, I spoke with Andrew Hatfield, Co-Founder and Chief Growth Officer of SafeSend, a long-time partner of MACPA. He and his team have released a paper discussing the role of AI, the importance of strengthening tech stacks in accounting firms, the shift from e-sign to e-file, the benefits of integrations and APIs, and the concept of a "single pane of glass"—a unified management console displaying data from multiple sources.

Andrew and I discussed how client expectations have evolved, and how the technologies and predictions in SafeSend's paper can improve relationships between firms and their clients, as well as the CPA's role in this transformation.

Please be sure to listen to the podcast before accessing the on demand course for CPE.

LISTEN HERE: Episode #213 - Tech's impact on tax, with Andrew Hatfield  

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Resources:

Learning Objectives

  • Understand the Evolving Role of AI in Accounting - Analyze how AI is transforming accounting practices and enhancing collaboration between professionals and technology.
  • Strengthen Technology Infrastructure in Accounting Firms - Explore strategies for building and optimizing tech stacks, including the role of integrations, APIs, and unified management consoles.
  • Examine the Shift from E-Sign to E-File Processes - Learn how advancements in digital processes, like the transition from e-signature to e-filing, can improve efficiency and compliance.
  • Enhance Client Relationships Through Technology - Identify how evolving client expectations can be met by leveraging new technologies and fostering stronger client-firm relationships.
  • Understand the “Single Pane of Glass” Concept - Discover how a unified management console displaying data from multiple sources can improve decision-making and streamline operations.
  • Recognize the CPA's Evolving Role in Technology-Driven Transformation - Discuss the CPA’s role in leveraging technology to provide greater value to clients and navigate industry changes.

CPE Credits Available

0.5 CPE
0.5
Information Technology

Things to Know About This Course

Course Level

  • Overview

Professional Area of Focus

  • Future Ready
  • Technology

Prerequisites

None

Advanced Preparation

None

Provider

*Maryland

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