top of page

Wednesday, July 24  |  11:15 a.m. - 12:05 p.m.  |  Concurrent Session

Navigating the Paper Trail: Recordkeeping Essentials

1 CPE for CPA      

In the ever-evolving landscape of tax preparation, keeping accurate records isn’t just important — it’s essential. In this session, we will explore strategies, best practices and requirements for successful tax professionals. 

Upon completion of this session, you will be able to:

  • Describe best practices for efficient recordkeeping 

  • Identify paid preparer due diligence requirements for record retention 

  • Recall important security measures to protect client records 

  • Recognize common client questions related to record retention and organization 

CPE information
Duration: 50 minutes
Course level: Overview
Prerequisite: None
Advanced preparation: None
Delivery method: Group Live

Amanda Watson

Instructor at Drake Software

bottom of page