June 11 @ 12:00PM ET
CPE Credit Webinar
Tax Transformation – Transform Your K-1 Business
You’ve invested in cutting-edge technology to solve your K-1 processing challenges—now what? True transformation goes beyond automation; it requires rethinking how work is done across your firm. In this webinar, we’ll explore how to fully leverage your investment by optimizing workflows, reallocating talent, and integrating APIs for seamless data exchange. Learn best practices for establishing centralized processing teams—onshore or offshore—and ensuring your firm gains the maximum efficiency, accuracy, and scalability from your K-1 solution.
Learning Objectives:
Redefine Roles & Workflows: Learn how to reallocate people and teams to maximize efficiency, whether through centralized processing groups or strategic workforce shifts.
Optimize API Integrations: Discover how to streamline K-1 processing by integrating APIs with existing systems for improved automation and data flow.
Scale with Centralized Processing: Explore onshore and offshore centralized processing models to enhance scalability, reduce costs, and maintain compliance.
Register now
to earn 1 hour of CPE credit !
Our Speakers
Geralyn Hurd
President/Co-founder, K1x
Danielle Tewes
SVP Strategic Accounts at K1x
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