Scaling Tax Advisory with AI

Staff shortages, faster client deadlines and knowledge concentrated among a few experts are just a few of the challenges reshaping tax advisory work. This session shows how firms are using AI to solve these real-world problems. You'll see practical applications of AI-assisted research, document analysis and workflow automation that reduce research time from hours to minutes while democratizing expertise across your team. Learn how to integrate AI into daily tax advisory work to handle more complex matters without sacrificing the professional judgment clients expect.

This session is sponsored content by Thomson Reuters.

Objectives

Upon completion of this session, you will be able to:

• Identify specific tax advisory workflows where AI delivers measurable time savings and quality improvements
• Understand how to leverage AI to scale expertise across your team while maintaining professional judgment and quality control
• Develop an implementation approach for integrating AI tools into existing tax advisory processes

CPE