On-Demand


1 CPE Credit

Turning Tax Tech into Leadership Opportunity

On-Demand
1 CPE Credit

Learning Objectives

  • How to solve the pain of Tax Tech
  • How to use technology to become a "digital champion"
  • How to handle Small Wins with Big Buy In 
  • Benefiting from Selling Up
  • Evaluate an AI case study
  • How to Upload a K-1 

Major Topics

  • How to recognize and reframe inefficiency as an opportunity for leadership
  • Why digital champions often lead from the middle not the corner office
  • How to pilot tax technology like K1x and build firm-wide buy-in
  • How to translate staff wins into ROI that partners can’t ignore
  • Change management strategies that make new technology stick
  • Why culture, not code, defines long-term success

CPE Credits Available

1 CPE Credit
1
Personal Development

Things to Know About This Course

Course Level

  • Basic

Professional Area of Focus

  • Leadership
  • A.I/AI/Artificial Intelligence

Prerequisites

None

Advanced Preparation

None

Intended Audience

Accountants interested in AI

Provider

CPA Crossings

This can not be purchased at this time.