Defining ROI: How tax firms are justifying AI investments
Register Now to Watch On Demand
Hosted by Thomson Reuters
As AI moves from buzzword to must-have business tools, tax and accounting firms are entering a new phase — one where success means more than simply adopting isolated AI tools. Today, firms need scalable AI strategies, tools that integrate within their existing workflows, and measurable financial impacts. This webinar explores how firms can move beyond pilot programs to build firmwide AI initiatives that produce real ROI through strategic integration.
Discover key findings from the Future of Professionals Report 2025 as our expert panel discusses:
- How firms with visible AI strategies are 3.1x more likely to achieve ROI
- What metrics matter most (e.g., efficiency, revenue growth, client satisfaction, talent retention)
- Ways to map firm goals to use cases across tax workflow and advisory services
- Real-world examples of firms implementing AI and automation in their core tax preparation workflows
- The integration advantage: Why connected AI delivers better results than standalone tools
- Practical steps for measuring, iterating, and expanding AI and automation within existing systems
Whether you're evaluating how AI fits into your current technology environment or getting ready to scale integrated solutions, this session will help you define what success looks like — and how to achieve it.
Unable to join us live? Register anyways and get access to the on-demand recording.
*Please note: CPE credit is not offered.
Meet your speakers:
Christie Johnston - Director of Product Management, UltraTax
Christie leads product strategy and integration across UltraTax, SurePrep, and SafeSend at Thomson Reuters. With over 20 years at the company, she began as an UltraTax Support agent in 2002 and evolved through support leadership and firm implementations. As a former Practice Management Lead, Christie has delivered numerous Synergy trainings and helps firms optimize their tax technology workflows with hands-on expertise that bridges product innovation and real-world practice needs.
Michael Kim - Director of AI Integration and Customer Success
Michael drives AI adoption and innovation for accounting solutions at Thomson Reuters, leading transformation in research, document analysis, and workflow automation. As a founding team member at Materia (now CoCounsel Tax, Audit & Accounting), he brings deep AI implementation expertise. Michael partners directly with firms to identify high-value AI use cases and streamline operations, helping accounting professionals integrate AI into daily workflows with measurable results.
Nadya Britton - Senior Manager, Enterprise Content - Tax, Accounting & Audit and Trade at Thomson Reuters Institute
Nadya serves as the strategic voice behind Thomson Reuters Institute's tax, accounting, and trade thought leadership content. She collaborates with industry experts to create comprehensive reports, articles, and white papers addressing the latest trends and challenges facing tax professionals. With degrees in finance, economics, and an MBA, plus extensive experience in business development across legal and tax industries, Nadya has developed the Thomson Reuters Institute Tax, Accounting, and Trade Resource website into a premier destination for industry intelligence.
Meet your moderator:
Jennifer Cunningham - Senior Product Marketing Manager
Jennifer brings over 20 years of strategic product marketing expertise to Thomson Reuters, leading marketing for UltraTax CS, GoSystem Tax, and Next Gen Tax Solutions including Ready to Review. Her diverse background spans transportation, energy, finance, fintech, and payments, giving her unique insight into how technology transforms professional workflows. Jennifer translates complex tax technology benefits into clear business value for accounting professionals.
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