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Tax Practice Quarterly: Latest Trends in Tax Technology

Tax Practice Quarterly: Latest Trends in Tax Technology

Join us for this Tax Practice Quarterly webcast where we will discuss current technology trends impacting the tax profession. We’ll address how to develop strategies to effectively use the technology you already have and how to implement the newest technology solutions.

$0 - $119
Do you have an AICPA membership? Log in to apply your member discount.




Jul 15, 2021

NASBA Field of Study




CPE Credits



Donny Shimamoto


Product Number


 Business & partner 
Product Details

Emerging Technology, Trends and Best Practices

Rapidly changing technology has become the norm in today’s world. It can impact all levels of your business, from administrative tasks, to human resource processes, to how you provide tax and advisory services to your clients.

Join us for this once-a-year discussion as we delve into how emerging technologies are enhancing tax practices, automating workflow, facilitating efficient communication between clients and employees and enabling your practice to function in an ever-increasingly agile way. We’ll also discuss requirements and best practices for keeping your client data secure.

Private Companies Practice Section (PCPS) members save an additional 20%:

PCPS members: Login here to obtain the discount code to enter for this event. Not sure your firm is a member? Send an email and we’ll get right back to you! Or, learn more about PCPS membership!

Should you have any questions or encounter any issues, please contact the AICPA Service Center at 888-777-7077 or

Who Will Benefit
  • CPAs
  • Tax professionals
  • Other qualified professionals
Key Topics
  • Tax technology tools
  • Remote working environments
  • Workflow automation
  • Data security
Learning Outcomes
  • Identify emerging technology trends in the tax profession
  • Recognize top tax technology tools
  • Determine strategies for successfully implementing new tax technology
  • Assess data security requirements and best practices
  • Use AICPA Tax Section resources to support your firm’s tax technology needs
Credit Info
CPE Credits
NASBA Field of Study
Basic knowledge of tax compliance and common tax technology solutions
This is a live event. You will have access on the date/time of broadcast and the archive for 3 months after the broadcast date.
105 mins
Do you have an AICPA membership? Log in to apply your member discount.
AICPA Members
IT Section Members
Tax Section Members

Group ordering for your team

2 to 5 registrants

Save time with our group order form. We’ll send a consolidated invoice to keep your learning expenses organized.

Start order

6+ registrants

We can help with group discounts. Call us at 1-800-634-6780 (option 1) or email us at

Contact us
Donny Shimamoto
Founder and Managing Director Dedicated to Strategic Growth Donny C. Shimamoto, CPA.CITP, CGMA, is the founder and managing director of Intraprise Tech Knowlogies LLC, a specialized CPA firm dedicated to helping small businesses and middle market organizations leverage strategic technologies, proactively manage their business and technical risks, and enable balanced organizational growth, and development. Donny also works with larger organizations as a trusted business advisor, facilitating organizational strategic planning and execution, IT governance and planning, enterprise architecture, information architecture and assurance, business process improvement, and business intelligence initiatives. Bridging Business and Technology Donny was the first Certified Information Technology Professional (CPA.CITP) in the State of Hawaii, and is one of only four in the state. The CITP credential is a specialty designation of the American Institute of Certified Public Accountants (AICPA), that identifies Certified Public Accountants (CPAs) with the unique ability to bridge between business and technology; meeting the strict requirements for a CPA license as well as additional training and experience in: technology strategic planning, IT architecture, business process enablement, system development and acquisition, IT audit and control, and IT governance. Influencial Role in the AICPA A past chairman of the AICPA’s IMTA Executive Committee, Donny has been both influential and critical in several AICPA initiatives including development of an IT Competency Model for CPAs, and redesign of the CITP Credential. Donny previously co-chaired the AICPA’s Business Intelligence Working Group, researching and creating practice aids in the area of Evidence-based Management, Application & Data Integration and Information Assurance. Donny has also been involved in the authoring of guidance published by the AICPA on IT Considerations for Risk-Based Auditing and Enterprise Business Intelligence. As a subject matter expert, Donny is often an invited speaker at national and international webinars, and a familiar speaker at national-level AICPA and vendor conferences and at state CPA societies conferences and continuing education events.

The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association's website, educational materials, products, and services.The Association is committed to making professional learning accessible to all product users. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association's Website Accessibility Policy. As part of this commitment, this product is closed-captioned. For additional accommodation requests please contact and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.

Cancellation Policy
View our Cancellation policy here
Tax Practice Quarterly: Latest Trends in Tax Technology
Jul 15, 2021
Select from the following options:
Jul 15, 2021
5pm6:45pm GMT
Jul 20, 2021
5pm6:45pm GMT
Nonmember Price
Price excluding sales tax
Do you have an AICPA membership? 
Log in to apply your member discount.
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