Tax Workflow

Be the champion for change in your firm

being-the-champion-for-change-video-still
01:00:36

Speakers

Drew Luehm

Solutions Consultant, Thomson Reuters

Keith Hall

Senior Solutions Consultant, Thomson Reuters

Carrie Bellinger

Solutions Consultant, Thomson Reuters

Scott Keil

Solutions Consultant, Thomson Reuters

What you will take away

Changing your tax software might seem daunting but the benefits of changing can positively impact every aspect of your firm. Getting ahead of change allows you to see immediate benefits. Hear from our expert panel on how to get ahead of change and get the most out of tax season

Additional details

  • Drew Luehm
    Solutions Consultant, Thomson Reuters

    Drew Luehm has been with Thomson Reuters for 17 years as a support representative, trainer, and solutions consultant. He specializes in the tax products of UltraTax, Fixed Assets, Planner, and SurePrep. He holds a bachelor’s degree in political science from Eastern Michigan University where he was a member of the Honors College.

  • Keith Hall
    Senior Solutions Consultant, Thomson Reuters

    Keith is a senior solutions consultant. A part of the Thomson Reuters team since 2015, he currently specializes in advisory solutions while also working with solutions involving tax preparation, tax planning, firm management, document management, information exchange, and more.

  • Carrie Bellinger
    Solutions Consultant, Thomson Reuters

    Carrie has been with Thomson Reuters for over five years and is passionate about her career as a solution consultant. She enjoys being able to provide firms with product knowledge, solutions, and expertise to contribute to their success and growth. She enjoys continually learning and researching industry trends and challenges in order to stay on top of real-life experiences for our firms.

    Outside of Carrie’s career, she enjoys spending time with her kids and friends and working on renovations to her turn-of-the-century home. She also enjoys any outdoor activity, including hiking and camping.

  • Scott Keil
    Solutions Consultant, Thomson Reuters

    Scott has worked with the solutions consulting team for four years, primarily focusing on the UltraTax CS family of solutions: Onvio Firm Management, GoFileRoom, and SurePrep. He resides in South Lyon, Michigan with his beautiful wife, Beth, and his three-year-old son/monster, Bennett.

Better tax software with UltraTax CS

Professional tax software for tax preparers and accountants