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Podcast: Earmark Podcast | Earn Free Accounting CPE
Episode: Inside Thomson Reuters’ Plan to Automate the Tax Return
Description: AI won’t replace accountants—but AI-enabled firms will outcompete them. Blake Oliver sits down with Thomson Reuters’ Elizabeth Beastrom and Kirat Sekhon to map the end-to-end tax workflow, from document intake and auto-population (SurePrep) to delivery and e-sign (SafeSend), and into year-round advisory with CoCounsel and Ready to Advise. Learn how to “kill the questionnaire,” free staff from data entry, build an open tech stack, and turn tax prep into subscription advisory.Chapters(02:49) - Technology Expectations of New Accountants
(03:38) - The Shift from Desktop to Cloud-Based Tax Software
(05:14) - Thomson Reuters' Approach to Customer-Centric Tax Techno...