Automating Your Firm’s Tax Workflow

Automating Your Firm’s Tax Workflow

Available On-Demand

Hosted by Thomson Reuters

What happens when you add automation across your tax workflow?

Join us to hear from featured guests from Baker Newman Noyes and Thomson Reuters as they discuss the automation tools, APIs and processes that have led to major efficiency gains and firm growth by connecting steps throughout tax workflow. This webinar will provide tangible automation-focused examples you can customize and take back for your own firm’s utilization.

In this 45-minute session we will explore how automation:

Elevates your firm to be an indispensable partner for your clients
Integrates tools to help your team collaborate better and protect work-life balance
Reduces manual effort and eliminates risk through connected platforms

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TRAVIS HERSOM

Chief Information Officer, Baker Newman Noyes

CALVIN LEONG

API Strategy Manager,

Thomson Reuters

ALLEN STAHL

Strategic Technology Manager, Thomson Reuters

MICHAEL RENWICK

Senior Solutions Consultant, Thomson Reuters