The Future of Tax Automation: How to Elevate Your Firm's Client Service



Jaques Joseph

Career Consultant, Thomson Reuters
Cathleen Foley
Senior Consultant, Thomson Reuters
Mercee Glew
Customer Product Trainer, Thomson Reuters

Join our webcast to discover how streamlining individual tax returns can elevate your firm's client service to a new level.

Are you ready to revolutionize your accounting firm's approach to client service?

Join our webcast to discover how streamlining individual tax returns can elevate your firm's client service to a new level. We’ll cover essential topics, including:

  • Practical strategies to meet clients' evolving needs
  • Leveraging innovation for a better client experience
  • How to provide more personalized client service

Elevate your accounting firm with adaptation, innovation, and personalization. Register now to revolutionize your approach and build stronger client relationships.

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  • Jaques Joseph, Thomson Reuters

    Jaques is a dynamic, early-stage career consultant with distinctive expertise in GoSystem Tax, complemented by a robust background in data science and data systems management. 

    At the forefront of innovative technologies and methodologies, Jaques has seamlessly transitioned into their role at Thomson Reuters, where their primary focus lies in empowering clients through strategic insights and tailored solutions for automation processes. With a keen eye for innovation, they have been instrumental in guiding clients toward optimal tools and methodologies, ensuring seamless integration and efficiency in their tax processes.

  • Cathleen Foley, CPA, MST is a Senior Consultant with SurePrep, part of Thomson Reuters

    Cathy has a Bachelor of Accounting with a concentration in finance from La Salle University and a Master of Taxation from Bentley College. She has over 25 years of public accounting experience with national and regional firms. At SurePrep, part of Thomson Reuters, Cathy’s focus is providing workflow consulting, onboarding, training, and building long-term relationships with national-level firms to ensure clients maximize the value of SurePrep products and services.

    She has spoken at several national conferences, including the AICPA Practitioners Symposium and Tech+ Conference, Digital CPA Conference, AICPA Tax Strategies for the High Income Individual, XCM User Conference, JHI IT Leadership & Emerging Leaders Conference, and the Tax Transformation Summit.

    Cathy is a member of the Mass Society of CPAs; the Mass Society of CPAs’ Tax Committee, where she served as the Chair of the Technology Subcommittee; and AICPA. She’s a South Shore Health System Charitable Foundation Board of Trustee and Past President of Friends of South Shore Health System.

  • Mercée Glew, Thomson Reuters

    Mercée is a customer product trainer in the tax and accounting segment at Thomson Reuters. Mercée has eight years of experience working with small and mid-size accounting firms in the southeast region. She has served as the administrative team lead for the gather phase and client experience for seven office locations. She began her career in a small, six-person firm focusing on customer experience and technology and later merged with a larger regional firm. Mercée has prior experience as a director for educational non-profit fundraising, resource management for a large life insurance company, and corporate recruiting experience for a large brokerage firm.

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