Start working smarter with Automated Tax Workflows

It’s everyone’s New Year’s resolution: become more efficient so there’s time for new projects and innovation. But what if we told you that the 28% of your workweek spent on emails could be reduced by at least half? It starts with automating your workflows.

• What are Automated Workflows?

An automated tax workflow is a digital, step-by-step process that uses software to manage and execute tax-related tasks — instead of relying on emails, spreadsheets, and manual document exchanges.
Recurring activities across the tax lifecycle are handled in a consistent, timely, and controlled way.

• Why do you need automation?

Because the future brings more compliance, more filings, and an increasing use of AI — all of which require clean data and structured processes to work smarter.

• How do you start with Automated Tax Workflows?

That’s exactly what we’ll show you in this 5-day crash course. Together with tax professionals such as Nada, Global Tax Manager at Dayco, and Megan, our Customer Success Manager, we’ll guide you through the essential building blocks you need to get started.