Make sure you’re best equipped for Tax Season
- How to carry out a structured evaluation of your existing technology to identify gaps and opportunities.
- Which practice solutions firms are currently using and why.
- What latest AI solutions are on the market, what’s useful and what’s not.
- How to onboard new technology with minimal disruption to you, your team and clients.
Meet our presenters
Andy North
Chief Marketing Officer, TaxCalc.
Dean Shepherd CTA FMAAT
Director of Product Compliance, TaxCalc.
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Essential Tax Planning for Turbulent Times
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Billie Mcloughlin
Practice Consultant, 20:20 Innovation and Chair of 20:20 Tech Talk.
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Readying your tech for Tax Season
Join Andy, Dean and guest experts Billie Mcloughlin from
20:20 Innovation Training and David Oliver of accountancy technology consultancy, Valued Academy, for this vital pre-Tax Season planning workshop.
In the 60 minute session, you’ll learn:
Readying your tech for Tax Season
David Oliver
Software Expert, Valued Academy.
David has worked in the software space for the last 20 years, implementing systems for clients and providing training and support to their teams. David has been part of Valued for the past 10 years as Systems Implementation Manager.
Andy joined TaxCalc in 2021 as the Chief Marketing Officer from his previous role as publisher of AccountingWEB in both the UK and the US. He has spent over 20 years studying the accounting profession and appeared on too many podcasts and webinars to mention.
Previously a pioneering accounting firm owner, Dean moved into the world of tax and accounting technology five years ago and is a leading authority in helping firms build effective tech strategies.
We’ll take a deep dive into practice set-ups and provide smart, practical advice on how to get your tech in the best shape for testing tax times ahead.
Billie Mcloughlin ACCA specialises in helping firms maximise their potential, through optimising the framework around their team, technology and processes. Billie has almost 15 years’ experience in the industry including over a decade in practice.