ENG26LL02. Unlocking the sales tax opportunity: How CAS firms can scale advisory with AI-powered compliance

Constant shifts in sales tax create a major opportunity for client advisory services (CAS) firms to expand their advisory role, grow revenue, and deepen client relationships. In this Lunch & Learn session, we’ll explore how firms can turn that complexity into a scalable service offering using modern, AI-powered tools.

Learn how to identify client exposure, streamline multi-state compliance, and deliver high-impact advisory services—without adding headcount. You’ll also gain insight into how automation is reshaping client expectations and opening new paths for growth in both CAS and SALT services.

Learning Objectives:

• Identify key sales tax compliance and advisory opportunities within CAS service models
• Analyze how AI-powered automation can improve efficiency and scalability in multi-state sales tax workflows
• Evaluate strategies for integrating sales tax services into existing CAS offerings to drive new revenue streams