Thomson Reuters

Tax automation 101: Proven workflows for winning firms

Register to watch On Demand

Hosted by Thomson Reuters

Manual workloads are increasing for tax professionals as capacity demands keep growing. Strategic automation offers a practical solution by transforming the way tax work gets done. This 20-minute webinar examines how firms are improving efficiency and expanding service capacity through targeted automation.

Join moderator Jennifer Cunningham and tax automation expert Christie Johnston as they explore the practical aspects of implementing automation within the tax workflow.

You can expect to:

Learn about the tax and accounting industry’s efficiency crisis and its automation opportunity
See what automation can do for the manual tax workflow
Identify high-impact areas for applying automation
Explore auto-gather and prepare along with auto deliver and file
Get a 5-phase approach for implementing tax workflow automation

Exploring your first automation initiative? Ready to scale existing solutions across your practice? You’ll leave this session with a clear approach for identifying automation opportunities within your current tax workflow and the confidence to transform manual processes into competitive advantages.

Can't make it live? No problem. Register anyway and we'll send you the full recording to watch on your schedule.

*CPE credit is not offered.

Meet your speakers:

First Name*

Last Name*

Email Address*

Job Role*

Company*

Zip or Postal Code*

Business Phone*

Company: Organization Type*

Country*

What's your biggest challenge during tax season?*

By checking here you agree to receive emails about Thomson Reuters.

Tax resources, events, products, or services that may interest you.Please note that you may unsubscribe at any time. (Optional)

Marketing Consent

Cross Border Transfer

Service Provider Transfer

Service Provider & Cross Border Transfers

address1

Christie Johnston

Director of Product Management, UltraTax

Thomson Reuters

Since joining the company in 2002, she has held roles in support leadership and firm implementations, helping tax and accounting firms adopt and optimize tax workflow technology.

Jennifer Cunningham

Senior Product Marketing

Thomson Reuters

Over 20+ years of product marketing experience, leading product marketing for Thomson Reuters tax preparation and compliance solutions, including UltraTax CS, GoSystem Tax, and Next Gen Tax Solutions (Ready to Review). Her background spans industries beyond tax and accounting, including airlines, energy, finance, consulting, fintech, and payments.