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The Future of Tax Automation: How To Elevate Your Firms Efficiency and Accuracy

THE FUTURE OF TAX AUTOMATION: HOW TO ELEVATE YOUR FIRMS EFFICIENCY AND ACCURACY

Cost Free
Presentation Length 1.0 hour

Recorded DateJanuary 24, 2024
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Who Should AttendCPA - small firm
Course Description

In today's competitive and complex tax environment, efficiency and accuracy are more important for a firm than ever. By leveraging the power of automation, you can streamline your workflow, reduce errors, and deliver high-quality services to your clients. In this webinar, you’ll discover how to elevate your tax firm's efficiency and accuracy with the latest automation technologies. Join us and discover how automation can help you resolve staffing pains.

Learning Objectives:


  • Identify the growing role of automation, APIs, and AI 

  • Define ways efficiency and accuracy are increasing 

  • Determine the impact on staffing for firms of all sizes 

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Allen Stahl

Thomson Reuters
Strategic Technology Manager

(800) 968-8900

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Over his career at Thomson Reuters, Allen Stahl has held various roles from product support, to training, consulting, and account management. In his new role as Strategic Technology Manager for Thomson Reuters, Stahl partners with our large accounting firm market to understand their priorities and create custom, connected technology solutions that transform ways of working.

Leveraging 8 years' experience as an account executive for the Strategic Top 100 accounting firms, and partnering with our product development and API team, Allen is increasing openness and connectedness across disparate technology tools to meet the most complex issues facing accounting firms today.

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Will Hosek

SurePrep
Chief Innovation Officer
[email protected]
(800) 805-8582 x3

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Will Hosek is the Chief Innovation Officer for SurePrep, LLC. Will is a guardian of software and infrastructure architecture, design and planning, and the technical owner of new strategic initiatives. As the owner of new proof-of-concept initiatives, Will leads the technology evaluations and implementations. Will acts as a mentor to senior technical staff and drives best practices in software development. Will is responsible for setting SurePrep’s strategic long-term IT goals, policies, and procedures. Since 2005 Will has directed the development of SurePrep’s hardware and software infrastructure.

About Our Presenter

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Thomson Reuters (TSX/NYSE: TRI) (“TR”) informs the way forward by bringing together the trusted content and technology that people and organizations need to make the right decisions. The company serves professionals across legal, tax, accounting, compliance, government, and media. Its products combine highly specialized software and insights to empower professionals with the data, intelligence, and solutions needed to make informed decisions, and to help institutions in their pursuit of justice, truth, and transparency. Reuters, part of Thomson Reuters, is a world-leading provider of trusted journalism and news. For more information, visit tr.com.