This webinar will be held on Tuesday, September 1 at 1:00pm ET
Sponsor: Thomson Reuters
Duration: 1 Hour
This session will highlight how AI-Powered Automation tools support firm growth by reducing staff burden, improving productivity, auto-verifying OCR data, and freeing tax professionals to focus on higher-value client work.
Learning Objectives:
- Identify ways to improve productivity and workflow efficiency with integrated tax automation tools.
- Understand how AI-powered automation within SafeSend and SurePrep reduces manual workload.
- Evaluate how automation enables firms to reallocate staff time toward higher-value client services. Learn how reducing administrative burdens allows tax professionals to focus on advisory work, enhancing client experience and supporting firm growth.
| Program Level | Basic |
| Prerequisites | None |
| Field of Study | Tax and Accounting |
| Advance Preparation Needed | None |
| Delivery Method | Group Internet-Based |
| Recommended CPE Credit | 1 Credit per 50-Minute Session |
| Registration Instructions | Register Online |
| Cost | Free |
| Complaint Resolution | rrogers@cpapracticeadvisor.com |
Presented by:
Ben Hilfinger enjoys working with firms and helping people solve their problems. Fun fact: He’s a DJ and was raised by two CPAs.
Todd Guill is a Senior technology professional with over 20 years of SAAS and ERP industry experience. Fun facts: Certified Movie Buff, and he was almost cast in a Martin Short talk show that never actually happened.
Moderated by:
Isaac M. O’Bannon is the managing editor and digital content manager for CPA Practice Advisor, drawing on two decades of experience covering the areas of professional accounting, taxation, business productivity and consumer technologies. Prior to CPA Practice Advisor, O’Bannon was a consultant at firms in San Francisco, Denver and Tulsa, serving clients that included Logitech, Polycom, Hilti, Microsoft, the Stanford Research Institute, the University of Oklahoma’s College of Engineering and other technology leaders. He is a U.S. Navy veteran.
The Thomson Reuters Tax Automation Suite is a seamlessly integrated and automated end-to-end tax workflow experience, powered by industry-leading 1040 tax prep solutions: UltraTax CS for compliance, SurePrep 1040SCAN for data extraction, and SafeSend for secure gather and return delivery. It streamlines client data gathering, preparation, compliance, and delivery into a unified system—helping firms eliminate inefficient workflows and save up to 2 hours per return. With real-time visibility across every return, firms can complete work much faster, reducing processing time from days to hours and hours to minutes, all with the trusted support of Thomson Reuters and its tax expertise.
CPA Practice Advisor is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: https://www.nasbaregistry.org/. For more information regarding administrative policies please contact Isaac O’Bannon at isaac.obannon@cpapracticeadvisor.com.
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