Is Your Firm's Technology Ready for Tax Season? WEBCAST

Overview

Tax season pushes your firm’s infrastructure to its absolute limit, turning minor tech glitches into costly operational bottlenecks. Whether it is managing a spike in remote and seasonal staff headcount or protecting vulnerable taxpayer data, your setup must be resilient enough to handle peak demands. This course walks through how to evaluate whether your firm's technology can handle the demands of tax season, from staying up and running to supporting staff wherever they work.

Highlights

• Assessing hardware risks.
• Evaluating performance and security trade-offs for remote workers.
• Designing and testing a practical disaster recovery plan.
• Comparing on-site, cloud, and hosted systems to find the right fit for your firm.

Prerequisites

None.

Designed For

Those who are responsible for ensuring their firm’s operations run smoothly during peak deadlines.

Objectives

• Identify common points of failure in a firm's technology setup, such as aging servers, single points of failure, and gaps in backups
• Assess remote access options for staff and seasonal workers, including security and performance tradeoffs
• Outline the core elements of a business continuity plan and how to test it before deadlines hit
• Evaluate whether on-site, cloud, or hosted infrastructure best fits the firm's size, software, and risk tolerance

Preparation

None.