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Tax return preparation is increasingly becoming a commodity. Automation can help reduce the level of manual work required for return preparation, but if you automate a “bad process” you still won’t see an increase in profitability or improved client service.

Tax practices should apply Lean Six Sigma (LSS) before automating their tax workflows to optimize processes and automation, while still remaining in compliance with professional standards.

Attend this webinar and you’ll learn how to:

  • Apply Lean Six Sigma to tax workflow
  • Combine tax automation with value pricing
  • Increase your practice’s profitability

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Presentation Slides


View our upcoming webinars and join live so you can ask questions and let us know what you’d like to us to cover next. We’re busy building new webinars all the time. And we’re happy to know you’re busy too – building your problem-solving muscles – keep it up!

Get Full Lean Six Sigma Training & Certification

You can also register for our full Yellow Belt, Green Belt, Black Belt and Lean Training & Certification courses to give you a solid foundation for applying Lean Six Sigma.

Donny Shimamoto

Donny Shimamoto, CPA.CITP, CGMA, is the founder and managing director of IntrapriseTechKnowlogies LLC. He has been recognized as one of the Top 100 Influencers in accounting and Top 25 Thought Leaders in Public Accounting for many years. His expertise in accounting technology, innovation management, business transformation, and cybersecurity is recognized by his frequent speaking engagements both nationally and internationally.

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