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Technology & Security Webinar

June 7 @ 10:00 am - 6:00 pm CDT

$300.00 – $330.00

The remainder of the day is spent on the latest technolBrought back in 2024 for the first time in 5 years, the first ½ of this course is devoted to security. Beginning with an eye-opening presentation of the security risks present in computer operating systems, browsers and search engines, we illustrate the risks and then present solutions. Wait, we’re not done with security though as we then discuss the risks and use of artificial intelligence in a tax office and then enter the security world of the IRS, discussing WISP’s, and providing a WISP plan template as well as remote work policies, computer & internet use policies and other useful policies. The final portion of security then address physical risks of theft, disaster and day to day operations.ogy tools and applications that profitable firms need to use to address labor shortages, profit margins and quality. In this section we discuss (quickly) desktop/laptop/tablet/server needs as well as scanners, leading to a deeper discussion and (where time permits) demonstration of OCR form recognition, OCR direct software transfer, customer relationship manager software, electronic filing software, cloud hosted computing in SaaS, and remote work situations. Throughout the class the speakers will address practical questions and answers from the point of view of non-national firms.


**Please note this 8 hour course is approved by NASBA, but only the 4 Tax hours for Security will be approved for IRS credit. Technology is not an IRS approved field of study.**

Upon completion of this course, you will be able to-Implement the latest technology in your firm to maximize efficiency and improve daily operations; Implement the latest technology in your firm to maximize efficiency and improve daily operations; Increase your firm’s efficiency by using the IPad to e-file tax returns you prepare; Implement technology tools, resources, and practices that will provide the most benefits for your firm; Determine if smart phones and web tablets will be beneficial to your firm and select the products that will be serve your needs; Utilize social media to gain more online exposure and market to a greater audience; Utilize hardware technology to improve your firm’s daily operations; Utilize software technology to improve your firm’s daily operations; Prepare your firm for disaster situations and recovery; and much more.


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Technology & Security Webinar - Member Registration
$ 300.00
Technology & Security Webinar - Non-Member Registration
$ 330.00


June 7
10:00 am - 6:00 pm CDT
$300.00 – $330.00
Event Categories:


IL United States
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CPE Hours
4 Federal Tax Topics/8.0 CPE Credit
2-4 years tax preparation experience
IRS Program Number
Field of Study
Information Technology

Commercial Members