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Gain Efficiencies Through a Digital Tax Workflow Process


Cost Free
Presentation Length 1.0 hour

Recorded DateMay 17, 2024
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

A digital tax workflow streamlines every step of the tax prep process, from obtaining client data to preparing and reviewing returns, delivery of the finished tax return, and invoicing. Creating an end-to-end digital tax workflow enables a more modern client experience while also improving efficiency and accuracy. Firms that don't invest in a digital tax workflow strategy may experience lost time due to misplaced papers, redundant and error-prone data entry, inflexible work environments, and lower client satisfaction, leading to less efficient communication and collaboration. Mark McAndrew, Director of Product Management at Wolters Kluwer Tax and Accounting North America, is joined by several esteemed customers as they share their first-hand experiences with implementing an end-to-end tax return automation process. 

Learning Objectives:

  • Compile a faster tax workflow process

  • Outline how to increase efficiency through automation 

  • Define how to attract and maintain top-quality clients and standout employees 

  • Summarize how to eliminate the cost and burden of paper-based processes

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Mark McAndrew

Wolters Kluwer Tax & Accounting
Director of Product Management
(847) 580-5000

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Mark has spent his career working within SaaS company environments to successfully establish and execute business strategies for both early growth companies and global organizations.

He speaks frequently to professional and industry groups on topics that include digital transformation, technology trends, outsourcing strategy, and workflow advisory consulting, performance management, and productivity enablement within the public accounting and corporate tax, finance, and accounting industries.

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Deb is a Principal in the firm’s Tax Department. She has over 30 years of experience working with high net worth individuals and their related small businesses. She was one of the founding members of the firm. After taking a Tax Quality Control position for 10 years at another firm, she is back at Bonadio. Her focus is to share her insights, instill best practices, train staff and create process efficiencies across all offices.

Outside of the office, Deb enjoys spending time with her family and friends. She is married and has two sons who both played college sports. She loves to cook and entertain. On any given weekend, she is either visiting a new winery/brewery, attending a sporting event or hosting friends/family at her home. Sometimes all three!

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Tom joins Treeful Damaso Aniceto, Inc. as Partner Emeritus after having been the managing partner of Bonanno, Savino, Davies & Ganley for many years. Tom has more than 40 years of tax, accounting, auditing, and business consulting experience. Tom has extensive experience with privately held, family-owned businesses, related entities, individual and trust tax returns.

After graduating from Rutgers University with a Bachelor’s Degree of Accounting, Tom was employed by Price Waterhouse. Tom worked for private industry for a couple of years before joining the predecessor firm of Bonanno, Savino & Davies.

In addition to managing the Framingham office, Tom also oversees all development and training while pursuing a career slowdown in the Partner Emeritus position. Tom is a member of the Massachusetts Society of Certified Public Accountants and the American Institute of Certified Public Accountants.

Tom volunteers with civic and charitable organizations and serves as a trusted officer when asked. His involvement with the Scouting BSA program for over 25 years has provided opportunities to hone his leadership skills. This program provided an extensive outdoor experience of multi-week high adventure trips of hiking, camping, canoeing, wilderness survival, and cooking. He currently enjoys gourmet cooking on weekends while improving his golf game.

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.