Digital Transformation Podcast

AI in Tax and Compliance

Dec 18, 2025
Danny Fields, Chief Technology and Customer Operations Officer at Avalara, dives into the transformative role of AI in tax and compliance. He introduces agentic AI, which enables real-time compliance actions, discussing its integration into user workflows. Danny highlights global compliance challenges and the necessity of human oversight in automation, warning against over-reliance on AI. He illustrates how businesses can adopt AI incrementally, as seen in Averitt Express’s significant reduction in tax research time, and shares strategies to enhance competitive advantages.
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INSIGHT

Embedded Autonomous Compliance Agents

  • Agentic AI turns task-based automation into autonomous execution embedded in user workflows.
  • Avi observes, advises, and can execute compliance tasks in real time inside ERPs, Outlook, and developer tools.
ADVICE

Use Agent-To-Agent Integration

  • Integrate your platform agent with Avi using MCP servers or the Google A2A protocol to enable agent-to-agent actions.
  • Let Avi gather transactional data and perform compliance actions like filing returns without forcing users into a separate system.
INSIGHT

Bring Compliance To Customer Infrastructure

  • MCP servers let customers run Avalara tech in their own cloud or on-prem to meet residency and latency needs.
  • This brings compliance functionality closer to customer systems for faster, more secure processing.
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