TD2609. The End-to-End Tax Automation Workflow, presented by Thomson Reuters

This demo showcases how Thomson Reuters enables an end‑to‑end, connected tax workflow—from client data collection through return delivery—using an integrated automation approach. Attendees will see how solutions such as SurePrep, SafeSend, and UltraTax work together as part of the Thomson Reuters Tax Automation Suite to streamline manual steps, reduce risk, and improve efficiency across the entire tax lifecycle by leveraging a unified tax ecosystem.

Learning Objectives:

• Understand what an end‑to‑end tax automation workflow looks like in practice
• Identify key stages of the tax lifecycle that can be automated and connected
• See how data flows seamlessly across client intake, preparation, collaboration, and delivery
• Recognize the value of a unified workflow versus disconnected point solutions