The tax preparation sector is evolving rapidly with the integration of artificial intelligence and automation, promising enhanced efficiency and client satisfaction.
The tax preparation sector is currently experiencing a significant transformation, with a strong inclination towards artificial intelligence (AI) and automation. Practitioners who are proactive in adopting these technologies aim to enhance their services and improve operational efficiencies. An upcoming premium webinar, alongside an in-depth white paper, aims to provide valuable insights and strategies that are shaping this evolution in the industry.
As indicated by recent analysis, tax professionals are facing increasing challenges. They reportedly spend almost two-thirds of their time on data entry and verification tasks, which are now seen as suitable for automation. This leaves scant time for engaging in higher-value client services, particularly as the complexity of tax returns rises alongside client expectations for swift processing times. Consequently, traditional manual methods are proving to be increasingly untenable.
The forthcoming training session promises to introduce attendees to a practical roadmap for implementing touchless tax return processing. Leading firms have harnessed these strategies, achieving a remarkable reduction in processing times by up to 75 per cent while simultaneously halving error rates. Firms utilising these advanced methodologies have reported a doubling of staff capacity alongside notable enhancements in client satisfaction, while also eliminating costly and time-consuming paper-based practices.
The session will cater to firms of all sizes, providing participants with actionable insights. Attendees can look forward to mastering the evaluation and selection of suitable technological tools, including secure client portals and AI-powered data extraction systems. Presenters will furnish detailed implementation strategies, supported by real-world examples of successful transitions from traditional to touchless processing. The inclusion of case studies and interactive discussions will enable participants to gauge potential returns on investment while establishing meaningful success metrics.
Alongside the live webinar, registrants will receive access to a detailed white paper titled “The Evolution of Digital Tax Return Preparation.” This document serves as a comprehensive guide for practitioners embarking on their transformation journey. It includes comparative analyses of leading technology solutions, pricing models tailored for different firm sizes, and structured implementation workflows. Additionally, the paper explores both current trends and future opportunities, positioning firms to stay ahead in an evolving marketplace.
The live webinar offers a 60-minute interactive session during which attendees can engage in a Q&A segment to discuss specific challenges they face. This interactive element is designed to assist firms in addressing particular concerns while the additional resources provided in the white paper, including sample workflow templates and technology evaluation steps, equip them with a framework to commence their transformation immediately post-session.
This premium content offering highlights a pivotal investment in the future of tax practices. As the industry shifts towards digital, automated, and intelligent processing systems, early adopters stand to benefit significantly in terms of efficiency, staff contentment, and enhanced client services. The insights offered in this training will serve as a valuable guide for practitioners navigating the complexities of this transformation, all while upholding the highest standards of professional oversight and quality control.
Furthermore, the webinar will cover practical strategies for effectively managing change within firms, focusing on staff training methods and client communication frameworks. Participants will learn how to craft a phased plan for implementation that minimises disruption while optimising returns on investment. Common hurdles and pitfalls will also be addressed, equipping attendees with proven strategies for successful adoption.
Practitioners seeking to position their firms at the cutting edge of tax practice innovation are invited to register through the designated member portal. The landscape of tax preparation is undeniably shifting towards a future that is increasingly digital, automated, and intelligent, with this premium webinar and accompanying white paper bundle offering the necessary tools for navigating this shift.
Christine Gervais, a licensed CPA with over a decade of experience, oversees these initiatives, drawing on her expertise to assist businesses in achieving their fullest potential. With a Master’s degree in accounting from Southern New Hampshire University, she is also a recognised speaker in her field, imparts education on best practices for CPAs, while also providing strategic financial advice to business owners. When not engaged in her professional endeavours, Christine spends time with her daughter, stepson, and the family’s beloved farm animals.
Source: Noah Wire Services
- https://www.accountingtoday.com/opinion/boomers-blueprint-artificial-intelligence-in-the-2025-tax-season – This article supports the claim that AI is transforming tax preparation by automating data aggregation, review, and delivery, and highlights tools like SafeSend, TaxCaddy, and Aiwyn that streamline tax workflows and improve client experience.
- https://tax.thomsonreuters.com/blog/the-impact-of-artificial-intelligence-on-the-tax-and-accounting-profession/ – This source corroborates the role of AI in automating compliance tasks, reducing manual workload, and increasing accuracy in tax preparation, as well as providing data-driven client insights.
- https://www.xenonstack.com/blog/automating-tax-preparation-gen-ai – This article explains how generative AI can automate tax preparation, reduce errors, save time, and improve efficiency, aligning with the benefits mentioned in the transformation of tax preparation.
- https://www.accountingtoday.com/opinion/boomers-blueprint-artificial-intelligence-in-the-2025-tax-season – This source details how AI can automate extensions and 7216 compliance, and how firms integrating AI can handle tax season more efficiently and enhance client experience.
- https://tax.thomsonreuters.com/blog/the-impact-of-artificial-intelligence-on-the-tax-and-accounting-profession/ – This article supports the shift towards advisory services and value-based pricing, and how AI-powered software aids in this transition by streamlining internal processes and providing client insights.
- https://www.xenonstack.com/blog/automating-tax-preparation-gen-ai – This source discusses the potential of generative AI in automating routine tasks such as data entry, categorization, and identifying tax deductions, which aligns with the practical roadmap for touchless tax return processing.
- https://www.accountingtoday.com/opinion/boomers-blueprint-artificial-intelligence-in-the-2025-tax-season – This article highlights the importance of AI in reducing processing times and error rates, and enhancing client satisfaction, which are key points discussed in the webinar and white paper.
- https://tax.thomsonreuters.com/blog/the-impact-of-artificial-intelligence-on-the-tax-and-accounting-profession/ – This source supports the idea that AI enables firms to focus on higher-value services like advisory and consulting by automating routine compliance tasks.
- https://www.xenonstack.com/blog/automating-tax-preparation-gen-ai – This article explains how generative AI can provide personalized financial advice and planning, which is in line with the future opportunities discussed in the white paper.
- https://www.accountingtoday.com/opinion/boomers-blueprint-artificial-intelligence-in-the-2025-tax-season – This source emphasizes the need for change management, process management, and project management when adopting AI-driven processes, which is relevant to the practical strategies for managing change within firms.
