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:
Wolters Kluwer Tax & Accounting
Director of Product Management
[email protected]
(847) 580-5000
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.
The Bonadio Group
Principal
[email protected]
(585) 249-2714
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!
Treeful Damaso Aniceto
Partner
(781) 449-3346
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.