TPN Tax Talks August: Tax Tech Stack and AI

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Topic: Tax Tech Stack and AI

Host: Dr. Christine Gervais

Solution Provider Presenters: StanfordTax, Canopy, Juno and Drake Software

Tax practices often face staffing shortages, busy-season burnout, inefficient workflows and repeated back-and-forth communication with clients when collecting documents and information.

This interactive session explores how tax technology and artificial intelligence can help firms streamline workflows, improve team capacity and create a more efficient busy season. Led by an experienced tax-practice owner and operator, the program will include live demonstrations of selected tax technologies and AI-powered tools used within modern tax practices.

The demonstrations will go beyond standard product presentations by examining how each solution fits into a tax firm’s workflow, what operational challenges it can address and what firms should consider before implementation. Participants will leave with a practical framework for evaluating their current technology stack and identifying opportunities to improve efficiency, reduce manual work and support future growth.

Learning Objectives

After completing this session, participants will be able to:

  1. Identify the essential components of a tax technology stack, including AI-enabled tools that support tax preparation, document collection, workflow management and client communication.
  2. Explain how tax technology and artificial intelligence can reduce repetitive tasks, minimize workflow delays and increase staff capacity during busy season.
  3. Evaluate technology and AI solutions based on their functionality, integration capabilities, data-security considerations and suitability for a tax firm’s operational needs.
  4. Develop a prioritized action plan for improving or implementing a tax technology stack before the upcoming tax season.

Cost: Free

CPE Credit: 2

Subject Area: Taxes

Instructional Method: Group Internet-Based

Course Level: Basic

Prerequisites: None

Advanced Preparation: None

Who Should Attend: CPAs, Accountants, Bookkeepers, Enrolled Agents, Tax Preparers

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