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Free cpe webinars
Leveraging Technology To Grow Your Firm and Protect Your Clients


Cost Free
Presentation Length 1.0 hour

Recorded DateDecember 15, 2023
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

A technology stack that doesn't support the way your firm grows—or neglects to protect sensitive and confidential firm and client data—can create more problems than it fixes. This is especially true in small firms, which usually don't have the capacity to overcome the challenges that outdated, ineffective, or unintegrated technology often brings. And while each firm has a custom and slightly unique tech stack, depending on their growth strategy and goals, all firms still depend on their tech stack to support growth strategy and overcome obstacles, rather than create them. So how do firms—especially small firms—know how to build a tech stack that will support the firm's growth strategy and protect sensitive data? 

Join this webinar with Georgia Smith and Stephanie Plaza, Product Managers at Wolters Kluwer Tax and Accounting North America, to get the answers you need. They’ll cover what your firm's tech stack might look like, based on your firm's growth strategy and strategic goals. Whether you are seeking to provide a boutique experience, expand into consulting or advisory services, or focus on volume, you’ll leave this webinar with the knowledge you need to go forward.

Learning Objectives:

  • Determine how to ensure that both firm and client confidential and sensitive data is protected, including upcoming IRS requirements

  • Define the demand for advisory and consulting services for firms

  • Identify how to leverage the benefits of an integrated tech stack, and the data that comes from that integration

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Georgia Smith has over 25 years of experience as a tax preparer and runs a small tax and bookkeeping business that serves individuals, small businesses and small non-profits. As a product manager for Wolters Kluwer Tax & Accounting North America, she is focused on small firms, creating the vision and strategy for the ATX product line.

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Stephanie Plaza is a technology product manager Wolters Kluwer Tax & Accounting North America. For over 10 years Stephanie has been helping small business grow in the tax preparation space starting out on the banking side and moving to tax software over 5 years ago. Stephanie is passionate about enhancing the tax compliance software to help her customers get more work done faster and driving cloud migration to support the technology shift to online products. When she isn’t working Stephanie enjoys traveling with her husband and daughter and her active role on the board of a homeless shelter in her hometown of Easton, PA.

About Our Presenter

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Wolters Kluwer Tax & Accounting is a leading provider of software solutions and local expertise that helps tax, accounting, and audit professionals research and navigate complex regulations, comply with legislation, manage their businesses and advise clients with speed, accuracy, and efficiency – so they maximize the impact they create for their clients. Our focus is giving tax and accounting professionals the ability to grow, manage and protect their business and their clients’ businesses in a fast-moving and ever-changing world. It means that firms can stay ahead of the pack, take advantage of new technologies, transform, and capitalize on new opportunities.

Wolters Kluwer Tax & Accounting is part of Wolters Kluwer (WKL), a global leader in professional information, software solutions, and services for the healthcare; tax and accounting; governance, risk and compliance; and legal and regulatory sectors. We help our customers make critical decisions every day by providing expert solutions that combine deep domain knowledge with advanced technology and services.