Wednesday, Dec. 17
Using artificial intelligence (AI) and other research to help prepare taxes | 1-1:50 p.m.
In today’s fast-paced digital environment, artificial intelligence (AI) is revolutionizing the way tax professionals approach their work. This session is designed to empower tax preparers with practical knowledge and hands-on strategies to integrate AI tools and research techniques into their daily workflows.
Whether you're new to AI or looking to deepen your understanding, this session will provide actionable guidance and real-world examples to help you stay ahead in a competitive and evolving industry.
Speakers:
Charlie Smiley, Lead Technology Product Manager, Wolters Kluwer Tax & Accounting
Jamie VanDerHagen, Technology Product Management Director, Wolters Kluwer Tax & Accounting
1 CE/CPE
Business return tips in TaxWise | 2-2:50 p.m.
Unlock the full potential of TaxWise—both Desktop and Online—in this practical and engaging session designed to sharpen your skills in preparing business returns. Whether you're just getting started or looking to refine your workflow, this course will walk you through time-saving tips, advanced features, and best practices that can help you prepare accurate and efficient business returns.
We’ll explore how to navigate the TaxWise interface with confidence, leverage built-in tools to reduce errors, and apply shortcuts that streamline your process. You’ll also gain insights into common pitfalls and how to avoid them, ensuring compliance and maximizing productivity.
Speakers:
Dawn Evanoff, Technology Product Manager, Wolters Kluwer Tax & Accounting
Maria Rangel, Lead Training Specialist, Wolters Kluwer Tax & Accounting
1 CE/CPE
Streamlining your tax preparation with TaxWise | 3-3:50 p.m.
This session offers a practical overview of the most powerful time-saving features in both TaxWise Desktop and TaxWise Online. From customizing form defaults and print sets to leveraging mobile tools and secure document storage, attendees will leave with actionable insights to boost productivity and client satisfaction.
Speakers
Dawn Evanoff, Technology Product Manager, Wolters Kluwer Tax & Accounting
Charlie Smiley, Lead Technology Product Manager, Wolters Kluwer Tax & Accounting
1 CE/CPE
TaxWise tax season readiness | 4-4:50 p.m.
This informative session on tax season readiness will guide you through essential resources and updates to ensure a smooth and successful 2025 tax season. The session will highlight key features and support options available on the TaxWise Support page, including Knowledge Base articles, My Account, Downloads, Spanish Resources, What's New in TaxWise Online 2025, and Bank Products.
Speakers:
Dawn Evanoff, Technology Product Manager, Wolters Kluwer Tax & Accounting
Charlie Smiley, Lead Technology Product Manager, Wolters Kluwer Tax & Accounting
1 CE/CPE
