TAX WORKFLOW

The Future of Tax Automation

Utilizing tax automation to boost efficiency and accuracy

2023 year end tax strategy plan
01:06:00

Speakers

Drew Luehm

Solutions Consultant Thomson Reuters

Ben Schlacht

Solutions Consultant Thomson Reuters

Join us for an enlightening session with Drew Luehm and Ben Schlacht, esteemed Solutions Consultants at Thomson Reuters, as they unveil how your firm can achieve optimal efficiency and productivity during the tax season

When the throes of tax season are upon you, the last thing you want is to be inefficient and have inaccurate information. Leveraging the combined power of UltraTax CS and SurePrep, your firm can simplify drawn-out data entry processes and provide a deeper level of accuracy and guidance for your preparers and reviewers. 

Partners can have peace of mind that their business is operating at its maximum potential when Thomson Reuters solutions are in play.

  • Drew Luehm

    Drew has been with Thomson Reuters for 18 years as a support representative, trainer, and solutions consultant. Drew’s career has focused on the tax products of UltraTax CS, Fixed Assets CS, Planner CS, GoSystem Tax, and SurePrep.

    He holds a Bachelor of Political Science from Eastern Michigan University, where he was a member of the Honors College. Drew enjoys downhill skiing, camping, canoeing, and superhero movies.

  • Ben Schlacht

    Ben has been with Thomson Reuters for five years, starting as a Support Representative and now as a Solutions Consultant. Ben’s career has focused on the full CS Professional suite, including the products of UltraTax CS, Fixed Assets CS, Planner CS, Onvio, Accounting CS, Practice CS, and SurePrep.

    He holds a Bachelor of English Literature from The University of Michigan. Ben enjoys spending time with family, building keyboards, and he finished his first half-marathon last month.

Better tax software with UltraTax CS

Professional tax software for tax preparers and accountants to optimize workflow and increase profitability