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AI in action: How to create a seamless end-to-end experience for your tax and accounting firm

ThomsonReuters

Jump to The power of AI in tax preparation How AI contributes to long-term sustainability in accounting Getting started with AI Are you ready to get AI in action for your tax and accounting firm? Imagine your accounting firm functioning like a well-oiled machine.

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How agentic AI is redefining the tax and accounting profession

ThomsonReuters

While advanced tax technology and automation are nothing new for most accounting firms, the introduction of agentic AI is redefining what classifies as a mundane task. Agentic AI presents an opportunity to significantly elevate the role of accountants from once-a-year tax preparers to year-round tax consultants.

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How to efficiently file individual income tax returns: A workflow guide for accounting firms

ThomsonReuters

Filing individual income tax returns can be a complex process, but with the right workflow, professional tax preparers and accounting firms can streamline the experience for both clients and staff. Harnessing technology for individual income tax return filing can transform the efficiency of accounting firms.

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Marketing for accounting firms: individuals vs. small businesses

ThomsonReuters

the potential market available to tax and accounting firms is massive. Here are a few ways you can market your firm’s services to individuals and small businesses. A better approach is to build a reputation as an accounting expert. Turning tax clients into full-service clients. With more than 144.3

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The role of technology and AI in advisory services

ThomsonReuters

Jump to The transformative potential of AI in advisory Breaking through traditional pricing models Empowering teams through technology Challenges and considerations when adopting tech and AI Embracing technology to unlock advisory services Today, many forward-thinking accounting firms are driving business growth through advisory services.

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Reflecting on tax season: How to make changes for next year

ThomsonReuters

Manage your data effectively Tax and accounting professionals handle massive amounts of financial data and managing it efficiently is crucial for accuracy and compliance. Manual data entry and disjointed systems create bottlenecks that can slow down tax preparation and increase the risk of errors.

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How do you audit crypto? It starts with understanding how to report on it.  

ThomsonReuters

What should accountants look for in cryptocurrency audit software? Reporting can be easily imported into your tax preparation software. As client needs in this area grow, firms that have developed expertise in cryptocurrency audits will be well-positioned to provide high-quality, reliable services. Exclusive integration.

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