Tax and accounting automation
Automation Consulting
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
Conversation-style cadence with team members across functions with attention to detail in all aspects of your firm’s processes.
Consultants take a deep dive into your firm’s existing products to assess the right plan of action for transformative automation.
Experts specific to the firm’s tax process will give an estimation of time savings and maximizing return on investment (ROI).
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.
A world-class team will assist you in establishing the recommendations in your plan and also help with future implementations.
You’ll receive a customized roadmap with recommendations specific to your firm for next steps in your automation process.
True Stories
Unleashing the power of an open ecosystem: Advancing automation in accounting
Automating the Tax Workflow
Impact of the Pandemic
Case Studies
Bliss 1041’s API journey to efficient automation with Thomson Reuters Automation Consulting
Rich Marlatt of Bliss 1041 shares how his small CPA firm partnered with Thomson Reuters Automation Consultants to implement a tailored automation solution that dramatically reduced the time required to process tax returns, thereby boosting efficiency and client satisfaction.
Hear from one of our customers
Automation is crucial for our industry because it allows technology to handle the heavy lifting of repetitive tasks that are error-prone so we can spend more one-on-one time with our clients and make them feel heard.
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.