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Tax & Tech: The Winning Duo for 2025 Success
April 22, 2025 @ 2:00 pm – 3:00 pm EDT
Tax and technology go hand in hand – whether you’re a SALT practitioner or an ERP consultant, each year, you’re likely dealing with increased tax complexity, a desire to focus on automation, and a demand from clients for advisory services. Firms that successfully integrate tax compliance services with financial advisory will be better positioned to serve clients efficiently in 2025 and beyond.
Too often, sales and use tax considerations are left until the final stages, leading to delays, compliance risks, and costly rework. Early collaboration with your clients ensures they get a fully integrated, scalable solution that drives efficiency and compliance.
Join leaders from top 100 accounting firm Wipfli, Vertex and CPA.com as we explore how firms can work closely with solution providers and their clients to deliver seamless ERP and tax automation strategies.
Register now to learn how proactive planning leads to smoother implementations and better client outcomes.
Key takeaways:
Recall real-world examples of firms that streamlined operations, reduced risk, and improved efficiency through collaboration
Identify when a client needs ERP + tax automation and why they work better together
Recognize why SALT professionals must have a seat at the table early to prevent compliance gaps
Distinguish how ERP consultants can enhance implementations by integrating tax planning upfront
