Tax automation in action: real firm stories, measurable results
Live Event Date: November 11, 2026
Live Event Time: 1:00 PM ET
Hosted by Thomson Reuters
Join us for a customer-led discussion on how tax and accounting firms are using automation to modernize their Tax workflows.
Hear directly from firms using automation to simplify tax season, the lessons learned, measurable time savings, staff impact, and how digital workflows are helping them scale without adding unnecessary complexity.
Learning topics:
- Identify how tax automation solutions like SurePrep and SafeSend streamline key tax workflow processes, including workpaper preparation, document exchange, and client communication, to significantly reduce manual effort and increase operational efficiency.
- Evaluate the real-world benefits and outcomes achieved by firms using tax automation, including measurable time savings, improved staff productivity, enhanced client experience, increased scalability during tax season, and better work-life balance during busy season.
- Apply lessons learned and best practices shared by firm leaders to develop a strategy for implementing automated tax workflows that modernize operations without adding unnecessary complexity.
Unable to join us live? Register anyway and get access to the on-demand recording.
Note: CPE credit is not offered for this webinar.
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