Content Provider
Tr1381075 01c adobe cloud native logo 300x300
Handout Materials
Presentation Slides
Additional Materials
Additional Materials
Understanding cryptocurrency: A guide for accountants White Paper
Accounting for cryptocurrency: A challenge and opportunity for CPA firms and professionals White Paper
Artificial intelligence and tax: What firms need to know White Paper
Special Report: Analysis of the interplay between COVID-19 payroll tax credits and the PPP
Free cpe webinars
Upgrade Your Tax Workflow From Good to Great


Cost Free
Presentation Length 1.0 hour

Recorded DateNovember 30, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

You can make small changes, today, to greatly improve your small firm’s tax workflow. Wondering how?
Join Sean Roach, President, and Steven Helmuth, Tax Manager, from Sean Roach & Associates, PC, to learn what steps they took to upgrade their tax workflow. You'll get a first-hand look at software through a live demo that will help you in the process.

Learning Objectives:

  • Recognize easy things you can change now for quick wins and some bigger steps to take before tax season

  • Identify how to improve your remote capabilities and why reliability is key

  • Define why this is the perfect time of year to make process upgrades

  • Outline what you may not have thought of or may have missed in your current process

Not logged

With nearly two decades of experience in the financial services field, Sean is an expert in medical practice management, health-care consulting and tax planning. Seeing the need for a CPA firm offering dedicated support to physicians, Sean launched the firm that bears his name in 2003. Sean’s professional affiliations include membership in the American Institute of Certified Public Accountants (AICPA), the Tennessee Society of Certified Public Accountants, and the Medical Group Management Association.


With over eight years of experience in taxation, Steve provides a variety of tax services to corporations, partnerships, and high net worth individuals including income tax planning, tax return preparation and review, and IRS correspondence and representation. Steve obtained his Bachelor of Science in business from Eastern Illinois University, where he graduated Magna Cum Laude, and was a member of Beta Alpha Psi. Steve is a CPA licensed in both Tennessee and Illinois and is a member of the American Institute of Certified Public Accountants (AICPA) and the Tennessee Society of Certified Public Accountants (TSCPA).

Keith Hall Jr.

Thomson Reuters
Tax & Accounting Solutions Consultant

(800) 968-8900

Tr1381075 01c adobe cloud native logo 300x300

Keith started his career with Thomson Reuters in 2015. He is currently a member of the Tax and Accounting Professionals segment sales team and serves as a solutions consultant. His expertise is delivering product demonstrations for solutions that help firms optimize their tax processes; including UltraTax CS, Onvio, and a collection of others.

About Our Presenter

Tr1381075 01c adobe cloud native logo 300x300
Thomson Reuters® provides the profession’s most integrated, comprehensive tax and accounting software, research, training, and more. With proven brands like CS Professional Suite®, Onvio®, and Checkpoint®, you get the intelligence, technology, and human expertise you need no matter where you’re doing business. For more information, visit