Tax and accounting automation

Automation Consulting

Fully inclusive consulting that eases your firm into automating and integrating your technology ecosystem

Why choose Automation Consulting

Now more than ever, tax and accounting firms need to integrate technology solutions and automate processes, but this can feel like a daunting task. With available application programming interfaces (APIs), you can integrate your entire technology ecosystem, allowing you to do more in less time. The powerful combination of data from all your systems, workflows, and processes provides endless ways to surface valuable insights.

Automation Consultation from Thomson Reuters is an opportunity to accelerate this process with the guidance and support of world-class consultants dedicated to easing the transition into the world of automation and ensuring firms don’t get left behind.

Advantages of hosting with Automation Consulting

Open dialogue

Conversation-style cadence with team members across functions with attention to detail in all aspects of your firm’s processes.

Comprehensive assessment

Consultants take a deep dive into your firm’s existing products to assess the right plan of action for transformative automation.

Insightful recommendations

Experts specific to the firm’s tax process will give an estimation of time savings and maximizing return on investment (ROI).

Detailed reporting

A thorough review of pain points, areas of opportunity to help fill in the gaps, and a plan of action on how to address them.

Guidance and support

A world-class team will assist you in establishing the recommendations in your plan and also help with future implementations.

Helpful roadmap

You’ll receive a customized roadmap with recommendations specific to your firm for next steps in your automation process.

True Stories

01:27

Unleashing the power of an open ecosystem: Advancing automation in accounting

01:27

Automating the Tax Workflow

01:15

Impact of the Pandemic

Accounting Today Podcast

Open ecosystems and the future of tax and accounting

Listen to this podcast to learn what the future of tax and accounting can look like when technology works together seamlessly to give the best possible outcome.

Hosted by:

Zac Meyer

Vice President, Product Management - Product - Accounting Tax and Practice

Hear from one of our customers

One of the unique things about this engagement was that it wasn’t limited to Thomson Reuters applications … We started to look at some of our other systems and by walking through our workflows and the steps that we follow, we were able to identify an impressive list of opportunities for us to leverage those APIs to remove even more waste in our processes.

Ready to start a conversation?

Whether you have initial questions you need answered or are ready to book an automation consultation, we’ve got you covered. Once you fill out this form, one of our consultants will reach out to answer your questions and offer expert guidance in crafting the ideal automation workflow path for your firm.