Solution Center Webinar | Modernizing CPA Firm Operations with Workflow-Driven Automation

Modernizing CPA Firm Operations with Workflow-Driven Automation 
Wednesday, May 20 
4:00 - 5:00 PM ET
Presented by: 
Wesley Hartman, Automata Practice Development
Summer Berry, Yount, Hyde & Barbour

In this webinar, you’ll hear from Automata Practice Development and Aprio Alliance firm, Yount, Hyde & Barbour, on how they partnered to bring automation into a CPA firm environment. While the implementation focused on the tax line of business, Automata Practice Development delivers managed automation solutions across all areas of a firm, using a library of pre-built connectors to deploy customized integrations between accounting applications based on workflow needs.


What Automata Practice Development will cover:
  • An overview of how tax automation streamlines core workflows, from organizers and engagement letters to e‑file and client delivery.
  • A real‑world tax case study showcasing an end‑to‑end automated tax process with minimal manual touchpoints.
  • A simple framework for spotting high‑ROI tax automation opportunities based on time, frequency, and complexity.
  • An introduction to Automata’s managed automation approach, combining deep tax expertise with secure, low‑disruption integrations.

REGISTER

#Tax
#USA
#Caas
#AuditandAssurance
#AIandAutomation
#Audit
#CAS
#Tax
When:  May 20, 2026 from 04:00 PM to 05:00 PM (ET)

Contact



AprioAllianceSupport@aprio.com

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