TAX WORKFLOW

1040 tax workflow simplified tips for a seamless filing season

1040 Tax workflow simplified
01:12:17

Speakers

Corey Greene
Senior Product Marketing Manager, Thomson Reuters
Tony Mortimore
Senior Solutions Consultant, Thomson Reuters

Elevate your tax preparation

The tax profession stands at a technological crossroads as firms grapple with inefficiencies that strain resources and talent. In this new era, the right tools promise to revolutionize processes, offering a path to enhanced productivity, improved client service, and a more engaged team.

As the industry evolves, the question is no longer whether to adopt these technologies but how to implement them effectively. The journey to modernization touches every aspect of tax practice, from client document collection and data entry to the intricacies of the review process and the final delivery of completed returns.

How can embracing these innovations equip firms to navigate the complexities of today's tax environment with confidence and precision?

  • Corey Greene

    Senior Product Marketing Manager, Thomson Reuters

    Corey Greene has been with the Tax & Accounting Professionals business of Thomson Reuters since June 2013 and currently serves on the Customer Proposition team. There, he’s responsible for contributing to product roadmap decisions, sales and marketing strategy, product packaging decisions, and the building of strategic relationships.

    Corey’s prior experience within the organization includes serving as the Product Manager of Tax Software. In this role, Corey helped define sales and marketing strategies, pricing options, and product roadmap prioritization.

    He also spent several years in Technical Support, serving as Product Lead for UltraTax CS and GoSystem Tax RS, which included training both staff and customers. Corey graduated from Eastern Michigan University with a Bachelor of Business Administration in Accounting and is a 2020 Master of Business Administration graduate candidate at EMU.

  • Tony Mortimore

    Senior Solutions Consultant, Thomson Reuters

    Tony has been with Thomson Reuters for 20 years and currently helps firms of all sizes with tax workflow software and content solutions.

Related insights

WHITE PAPER

Simplify your 1040 tax workflow: A comprehensive guide

17 min

WHITE PAPER

Harnessing AI and automation: How to elevate your tech stack

16 min