Automation is the way of the future in the accounting profession and clients are looking to us to help them increase efficiency and reliability of data through technology. How do you know when a process should be automated and how do you determine the solution?  With so many options to choose from, how do you choose the right solution for you or your client. This session will show you how to develop a process to identify, evaluate and implement apps in your practice or with a client.

Learning Objectives
This step by step session will teach you how to:

• Identify the need for an app to automate a process


• Develop a system to evaluate and choose apps from multiple options


• Design and execute a successful implementation