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The automation opportunity in tax practices

With the ability to automate every aspect of the tax process, accounting firms should be taking a holistic approach to automation. As firms start to automate, they are learning where the inefficiencies are and which are costing them the most time and money. Dan Hood, Editor in Chief of Accounting Today, sat down with Allen Stahl, Strategic Technology Manager at Thomson Reuters, to talk about the power of automation in accounting and how Thomson Reuters is helping firms automate virtually any phase of their tax workflow.

Automation benefits for your clients
01:29

Automation benefits for your clients

Thomson Reuters approach to automation in accounting
01:11

Thomson Reuters approach to automation in accounting

What part of the tax workflow can be automated?
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What part of the tax workflow can be automated?

Thomson Reuters acquires SurePrep

Elevating automation in accounting to new heights.

Learn more about SurePrep

Improve connectivity in every facet of your business

Accounting Today Podcast

Growing your firm for the future

Allen Stahl
Strategic Technology Manager, Thomson Reuters

Michele Donohue
Partner – Tax Technology Practice Leader, Baker Tilly

Listen to podcast

End-to-end tax workflow automation with an integrated technology ecosystem

Elevate your firm: Connected technology from Thomson Reuters and our trusted partners can help your firm automate each stage of the tax workflow and unleash your staff's real potential on what matters most: analyzing data, advising clients, and uncovering new opportunities.

  1. 1

    Using GoFileRoom APIs, you can automate key aspect of data collection, including importing users and permissions and importing and exporting documents.

    Using TaxCaddy, you can automate the generation of tailored document request lists and the retrieval of documents — using Smart Links — while using APIs to automate integration with your tax, document, and workflow software.

  2. 2

    Using GoSystem Tax RS or ONESOURCE APIs, you can automate the creation of returns; the importing and exporting of Excel workbook data; and the completion, printing, and filing of extensions.

    Using 1040SCAN and SPbinder, you can automate workpaper preparation and data entry with an option to outsource data verification while integrating with GoSystem Tax RS, GoFileRoom, and FirmFlow.

    Using Ledgible, you can automate cryptocurrency related collaboration and compliance while easily uncovering new planning and advisory opportunities.

  3. 3

    Using GoSystem Tax RS APIs, you can isolate key amounts to compare against workpapers.

    Using SPbinder, you can automate the standardization of workpapers and facilitate high-level, materiality-based reviews.

  4. 4

    Using GoSystem Tax RS or ONESOURCE APIs, you can automate the printing and publishing of returns.

    Using TaxCaddy, you can easily deliver final tax returns, tax payment vouchers, and your firm’s invoice while your clients can render KBA e-signatures, make tax payments, and pay their invoice directly from the TaxCaddy app for iOS or Android.

  5. 5

    Using GoSystem Tax RS or ONESOURCE APIs, you can automate the creation and submission of e-files and the retrieval of statuses, enabling the creation of a custom e-file status dashboard.

  6. 6

    Using FirmFlow, you can automate the creation and routing of workflows, standardizing them firmwide to allow for extensive tracking, analyzing, and reporting while integrating with GoSystem Tax RS, GoFileRoom, and your other software using APIs.

  7. 7

    Using the APIs available in GoSystem Tax RS, ONESOURCE, GoFileRoom, FirmFlow, and SurePrep, you can automate the extraction and aggregation of data to form a data lake to use with your visualization and analytical tools.

What happens when you add automation across your tax workflow?

Teams collaborate without version control issues. Data passes seamlessly between platforms. Clients receive more value and less billed manual work. Your staff achieves work-life balance. With integrated technology powered by APIs, your firm can solve disconnected workflow issues and unleash its full potential at a fraction of the cost. Ready to get started?

What happens when you add automation across your tax workflow?
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Schedule your automation consultation

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.

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