ENG25SS301. How Is Agentic AI changing the Tax Workflow? presented by Thomson Reuters

Forward thinking firms are already using artificial intelligence (AI) to drive efficiencies and automations. This session will provide real world examples of the impact AI and agentic AI are already having on the tax workflow. We will also discuss the rapidly evolving sentiment towards AI across the industry and share where we see agentic AI’s potential to drive even more impact in the near future.

Learning Objectives:

• Recognize real-world implementations of AI technology in tax workflows.
• Identify AI technology’s impact on efficiency, accuracy, and resource allocation in professional tax environments.
• Distinguish the fundamental differences between conventional AI tools and agentic AI systems.
• Identify how differences between conventional AI tools and agentic AI systems create new opportunities for tax workflow automation.