Skip to main content
Tech Demo

TD2606. Turn Sales Tax into a Revenue Stream: Practical Strategies to Grow Your Firm with Automation, presented by Avalara

Sales tax compliance is often treated as a necessary burden—but firms that approach it differently are turning it into a reliable source of revenue and client value. Join industry leader Marianne Fisher as she breaks down the real-world challenges accounting firms face and how a more strategic, automated approach can change the equation.

In this session, you’ll see how firms are simplifying compliance while building a scalable service offering. You’ll walk away with practical ideas you can apply right away to:

Reduce time spent on manual sales tax work
Lower risk for both your firm and your clients
Expand into sales tax services without adding headcount

You’ll also get a guided look at Avalara’s Managed Returns for Accountants and how it supports firms looking to grow advisory services and strengthen client relationships.

If you’re focused on building a more efficient, profitable practice, this session will give you a clear path to turning sales tax into a dependable, high-value service line.

Learning Objectives:

  • Identify opportunities within your current client base to turn sales tax compliance into a scalable, revenue-generating service.
  • Distinguish between manual sales tax processes and automated approaches to improve efficiency, reduce risk, and support firm growth.
  • Select practical strategies and tools that enable your firm to expand sales tax services without increasing headcount
Date/Time
NASBA Field of Study
Information Technology
Level
Overview – (for individuals at all organizational levels)
Advanced Preparation
None
Session Tags
Tax Strategies for the High-Income Individual
Practitioners
TECH+
Digital CPA