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Self-Study CPE
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Therighttools wolterskluwer


Cost Free   CPE Credits 1.0 hour   Subject AreaSpecialized Knowledge & Applications  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone  Who should attend? CPA - small firm
CPA - medium firm
Course Description

Tax Season may be behind you, but the technology challenges you faced this year will most likely visit you again in 2018 – unless, you make some significant changes. Join us as we explore what an efficient tax workflow looks like, and review software solutions from Wolters Kluwer that focus on the details that firms require to achieve workflow efficiency, accuracy and profitability. Whether you prepare individual 1040, multi-state or complex business tax returns – we have a range of options to fit your business.

Learning Objectives

  • Reviewing technology solutions available to improve the workflow of a tax & accounting firm.

  • Preparing fast and accurate bank product returns – anytime, anywhere.

  • Maximizing efficiencies with a forms-based tax preparation software.

  • Simplifying your workflow with practice management and portal solutions.

  • Handling your most complex tax scenarios seamlessly with intuitive functionality.

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Luis Galvis has 10 years of experience in the Tax and Accounting Software Industry as a Product Specialist, Software Solutions Consultant, and Training Specialist. In his current role as a Technical Marketing Manager, he is able to show how CCH’s top of the line Tax, Research and Firm Management Solutions help simplify tax and accounting offices and improve their overall efficiency and productivity.

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Anthony Sampson has 7 years of experience in the Tax and Accounting Industry working as a Licensed Tax Professional (Enrolled Agent). In his current role as a Solution Architect for Tax, Accounting and Workflow programs, he helps tax and accounting professionals discover the value of adding efficient and productive tools to their offices.

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Ellen Cook has been with Wolters Kluwer for 12 years, specializing in both Tax and Accounting software solutions. She grew up in Boston, graduated from the University of Colorado and began her accounting career with PWC in Denver. While she continues to live in Colorado loving the mountain views, she misses the ocean and tries to visit Boston every summer.

Handout Materials
Presentation Slides
Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.


NASBA Approved

CPAwebengage, Inc. (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

CPAwebengage Inc. 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

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Since the federal income tax was created in 1913, Wolters Kluwer Tax & Accounting has been delivering insightful, industry-leading resources, as well as step-by-step guidance, on a wide variety of tax and accounting issues. We serve as a strategic partner to Small Professional Firms, Commercial Tax Preparers, CPAs, EAs, National Tax Chains, Tax Attorneys and Auditors, helping them research and navigate complex regulations, comply with legislation, manage their businesses and advise clients with speed, accuracy and efficiency, while advancing their businesses with innovative, integrated and customer-focused solutions that support their workflow to enhance productivity and profitability. Whether you prepare individual 1040, multi-state or complex business tax returns – we have a range of options to fit your business. We invite you to explore our products to discover the Tax & Accounting solution that's right for you!