TAX2402P. Enhancing Efficiency with the Latest in Tax Technology

Technology moves quickly and there are new tools coming out every day. The difficulty is wading through all these new products and deciding what to implement. Even the time to evaluate the products is a tall order. In this session, we are going to run through a hand full of tools that will touch on automation and AI as well as use cases on how to use them to add new efficiencies.

We will also review the results of the latest JOA Tax Software survey.

Learning Objectives:

• Identify familiarity with new tools.
• Identify ideas and use cases for the tools.