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Hidden Costs: How Tax Gaps Derail Tech Projects (And How to Fix Them Fast)
May 6, 2025 @ 12:00 pm – 1:00 pm EDT
Every technology implementation faces hidden risks — and too often, state and local tax (SALT) is an afterthought. Left out until it’s too late, SALT issues can quickly snowball into compliance gaps, costly project delays, client frustration, and rework that eats away at margins.
In this CPE-eligible webinar, industry leaders from Wipfli, Vertex, and CPA.com will unpack the most common mistakes firms make by excluding tax from the early stages of financial system implementations. You’ll walk away with practical, real-world insights on how to identify red flags, avoid project pitfalls, and drive better outcomes for clients by embedding tax automation and expertise into the process from day one.
Whether you’re a SALT specialist, technology consultant, or advisory leader, this session will help you reduce risk, boost collaboration, and deliver smarter, more scalable solutions.
Key Takeaways:
Understand the roles of SALT and tech teams in delivering client-ready automation
Recognize common tax oversights that derail ERP and finance tech projects
Identify how and when to bring tax into the implementation process
Recall real examples of firms that turned tax integration into a strategic advantage
