K2's Tax & Technology: Gearing Up for Your Best Busy Season - VIRTUAL

4 selected sessions
Online- K2 Enterprises
12-23-2026 9:30am - 5:00pm
8.00 credits
Member price: $424
Non-member price: $524
(discounts available)
Details Sessions Speakers
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OVERVIEW

Busy season is right around the corner, and the technology choices you make now will determine whether you spend the next few months swimming or drowning. This one-day virtual event cuts through the noise to focus on what actually works in 2026—the software, systems, and strategies that help small and medium tax practices operate more efficiently and profitably. We're talking about real solutions for real practitioners: tax preparation platforms that integrate with your existing workflows, document management that doesn't require a computer science degree, client portals that actually get used, and firm management tools built for how you work today.

Whether you're looking to automate repetitive tasks, streamline client communication, or finally get your practice operating like the well-oiled machine you know it can be, this conference delivers actionable technology insights you can put to work immediately. Don't head into another busy season with outdated tools and inefficient processes—spend a day with us and discover how the right technology choices can save you time, reduce stress, and help you deliver better service to your clients.


DESIGNED FOR

  • This course is indispensable for partners, managers, and IT professionals in CPA firms responsible for adopting and managing innovative applications and strategies

 


OBJECTIVES
  • Evaluate current tax preparation and practice management platforms to identify which solutions best fit your firm's size, client base, and workflow requirements
  • Implement document management and client collaboration tools that reduce administrative burden and improve turnaround times during busy season
  • Apply proven strategies for integrating multiple software systems to create seamless workflows from client intake through filing and follow-up
  • Identify opportunities to automate routine tasks and processes, freeing up time for higher-value advisory work and client service
  • Assess emerging technology trends in the tax preparation space and determine which innovations are worth adopting in your practice

HIGHLIGHTS
  • Tax Preparation Software Solutions for Small & Medium Firms
  • Document Management Systems That Actually Work for Tax Season
  • Practice Management Tools: Client Portals, Workflow Automation & Communication
  • Integrating Your Tech Stack: Making Different Systems Work Together
  • Efficiency Strategies for Bookkeeping, Tax Prep & Client Service
  • What's New in Tax Technology: 2026 Tools Worth Your Attention

ADVANCED PREP

Busy season is right around the corner, and the technology choices you make now will determine whether you spend the next few months swimming or drowning. This one-day virtual event cuts through the noise to focus on what actually works in 2026—the software, systems, and strategies that help small and medium tax practices operate more efficiently and profitably. We're talking about real solutions for real practitioners: tax preparation platforms that integrate with your existing workflows, document management that doesn't require a computer science degree, client portals that actually get used, and firm management tools built for how you work today.

Whether you're looking to automate repetitive tasks, streamline client communication, or finally get your practice operating like the well-oiled machine you know it can be, this conference delivers actionable technology insights you can put to work immediately. Don't head into another busy season with outdated tools and inefficient processes—spend a day with us and discover how the right technology choices can save you time, reduce stress, and help you deliver better service to your clients.


DISCOUNTS
Early Registration Discount:
$50
(expires: Dec 09, 2026)
CREDITS
Accounting
2.00 credits
Computer Software & Applications
2.00 credits
Tax
2.00 credits
FIELDS OF STUDY
Accounting & Auditing
Computer Software & Applications
Taxation
LEVEL
Intermediate
SESSIONS
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12-23-2026

001-K2's CPA Firm Update

Start: 9:30AM

End:  11:10AM

In a rapidly evolving public practice accounting landscape, K2's CPA Firm Update continues to be your essential guide to staying ahead. This session provides actionable insights into transformative technologies and management strategies reshaping the profession. With a focus on data analytics, cybersecurity, practice management, and client service excellence, this year's update delves into how firms can thrive amidst change. Key technologies covered include AI-powered auditing, blockchain applications for financial processes, advancements in cloud computing, robotic process automation (RPA), and workflow optimization tools. Gain clarity on significant trends and how they affect your firm's strategy, enabling you to make well-informed decisions for sustainable growth.
SPEAKERS:
Johnston, Randy
CREDITS
Accounting
2.00 credits

002-K2's AI-Powered Tax Workflow: Portals, Prep Tools, and Automation

Start: 11:20AM

End:  1:00PM


SPEAKERS:
Tankersley, Brian
CREDITS
Tax
2.00 credits

003-K2's Exel Tax Tips for an Efficient Tax Season

Start: 1:30PM

End:  3:10PM

 

SPEAKERS:
Stephens, Tommy
CREDITS
Computer Software & Applications
2.00 credits

004-TBD

Start: 3:20PM

End:  5:00PM

SPEAKERS
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Johnston, Randy

 
Randolph P. (Randy) Johnston, MCS, has been a top-rated speaker in the technology industry for over 40 years. Inducted into the Accounting Hall of Fame in 2011, Randy is listed as a Top 25 Thought Leader in Accounting from 2011-2021. His influence throughout the accounting profession is highlighted by being a recipient of the 2021 Accounting Today Top 100 Most Influential People in Accounting award for the eighteenth consecutive year. Among his many other awards, he holds the honor of being one of nine technology stars in the U.S. by Accounting Technology Magazine. In addition, Randy writes a monthly column and produces a weekly podcast for The CPA Practice Advisor, features for the Journal of Accountancy, creates articles for accounting and technology publications, and is the author of numerous books. He has started and owns multiple businesses, including K2 Enterprises in Hammond, Louisiana, and Network Management Group, Inc. in Hutchinson, Kansas. NMGI has supported CPA firms for 30+ years and is the largest managed service provider serving the CPA profession in North America. His wife and four children enjoy many experiences together, including theatre, music, travel, golf, skiing, snorkeling, and model trains. His experience as a college instructor, management and technology consultant, and advisor to the profession will be evident to you in all of his presentations.

Stephens, Tommy

 
Tommy Stephens received a Bachelor of Science in Business Administration degree (Major in Accounting) from Auburn University in 1985. In 1992, he earned a Master of Science degree (Major in Finance) from Georgia State University in Atlanta. Presently, Tommy is a Certified Public Accountant, a Certified Information Technology Professional, and a Chartered Global Management Accountant. During his professional career, Tommy has gained valuable experience in a variety of positions, including: • Working as an auditor and technology consultant for an Atlanta-based public accounting firm; • Leading an Internal Audit staff and managing a Cost Accounting team for a Fortune 500 company; • Serving as a Chief Financial Officer for an international engineering organization; and • Founding and managing his public accounting firm that provides accounting, tax, and consulting services to individuals and a variety of small and emerging businesses. In 1995, Tommy began authoring and presenting continuing professional education courses to accounting and finance professionals. In 2003, he affiliated with K2 Enterprises, and in 2007, he joined the firm as a partner. Over the past twenty-seven years, Tommy has presented over 2,800 educational sessions to over 71,000 participants throughout the United States and Canada. Tommy maintains professional memberships with the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants. Additionally, he is a past member of the Institute of Internal Auditors.

Tankersley, Brian

 
Brian Tankersley is a consultant who advises US firms and companies on accounting technology issues. Mr. Tankersley is a frequent speaker at continuing education courses for K2 Enterprises, writes for multiple accounting media outlets, and publishes a nationally recognized blog on accounting and technology (www.cpatechblog.com). Mr. Tankersley has over 30 years of professional experience, including accounting, auditing, technology, and education, has been with K2 Enterprises since 2005. Tankersley has been recognized eight times as one of the "Top 25 Thought Leaders in Public Accounting Technology" by Cygnus Business Media. Brian has made presentations in 48 of the 50 US states and has served as a guest speaker for many professional accounting organizations across Canada. He has received numerous awards for his writing and speaking from state CPA societies. Brian has presented sessions at most major national accounting technology conferences, including AICPA TECH+/Practitioners Conference, The Sleeter Group's Solutions Conference, Sage Summit, CCH Connections, and Thomson Reuters Synergy User Conference. Brian is a certified public accountant (Tennessee), a certified information technology professional (CITP), and a Chartered Global Management Accountant (CGMA). He holds bachelor's degrees in both Accounting and Finance, cum laude, from the University of Tennessee. Tankersley also maintains numerous vendor software certifications, and is a member of the Tennessee Society of CPAs and the American Institute of CPAs. Brian and his family make their home in Farragut, Tennessee.
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