Designing a tax automation playbook for accounting firms

A practical framework for increasing capacity, reducing manual work, and improving efficiency

Highlights

  • 53% of individual tax returns are still prepared by professionals, but staffing shortages remain a top challenge, creating a growing capacity gap for firms.
  • 20% of mid-sized firms cite talent shortages as their biggest obstacle, making efficiency gains a business necessity.
  • A phased implementation approach helps firms scale capacity without disrupting review quality or client service.

To dig deeper, visit the original article on the Thomson Reuters blog.