SurePrep acquisition and intake automation

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 Technology
• (05:55) - Automation and AI in Tax Workflow
• (10:58) - The Role of SurePrep in Data Entry Automation
• (18:34) - Advisory Services and Ready to Advise
• (24:53) - AI in Onboarding and Knowledge Transfer
• (25:35) - Empowering Junior Associates with AI
• (26:41) - AI in Education and Talent Attraction
• (30:40) - AI's Role in Tax and Accounting
• (33:58) - The Future of AI in Tax Preparation
• (41:59) - AI-Driven Advisory Services
• (47:41) - Practical Steps for Tax Firms to Embrace AI

Download the Earmark CPE App
 
Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728

Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

Connect with Our Guests

Elizabeth Beastrom

https://www.linkedin.com/in/elizabeth-beastrom/

Kirat Sekhon

https://www.linkedin.com/in/kirat-sekhon-2172022/

Learn more about Thomson Reuters

http://thomsonreuters.com/

Connect with Blake Oliver, CPA

LinkedIn: https://www.linkedin.com/in/blaketoliver
Twitter: https://twitter.com/blaketoliver/