Coverage of AI-powered tax automation: Making Tax Digital (MTD) compliance, intelligent tax preparation software, agentic tax agents, and the future of tax advisory and planning.
Roberto Dias Duarte demonstrates how AI agents can automate Brazilian accounting tasks (SPED, nota fiscal, livro caixa) while keeping humans in command—not the reverse—showing real examples of code...
Brazilian accounting firm leaders discuss how AI agents and LLMs can help tax professionals navigate the upcoming tax reform without getting overwhelmed, emphasizing the importance of agentic AI ov...
Live discussion on how Brazilian accounting firms can leverage AI agents to handle complexity from upcoming tax reform while maintaining ROI and avoiding common pitfalls of misapplied large languag...
Spanish-language webinar demonstrates creating Excel macros for simplified accounting ledgers (SUNAT format) using free versions of Claude and Gemini AI, comparing capabilities and practical implem...
IRS modernization with AI automation is changing how tax returns are reviewed and compliance managed, prompting small accounting firms to adapt their practices and client service models.
KNAV, a top 300 accounting firm, debuts KNAV Tara, an AI platform built for assurance, tax, and advisory work—signaling mid-market firms' push to develop proprietary AI tools.
TaxStatus's Planning Observations capability automatically identifies tax advisory opportunities and advice gaps from client records, helping CPAs spot planning recommendations faster.
Wolters Kluwer's CCH Axcess Expert AI adds automated document scanning and K-1 form processing, delivering 30–70% efficiency gains in tax workflows for CPA firms.
IRS guidance confirms tax pros can use AI tools but must verify all material work and remain fully responsible for accuracy, confidentiality, and advice quality.
UK's Making Tax Digital framework examined for compatibility with AI agents and automation in tax compliance; questions raised about whether regulations support modern AI-driven workflows.
TallyPrime's TSS subscription automatically pushes GST compliance updates covering return formats, HSN reporting, e-invoicing, and e-Way Bills, eliminating manual tracking of regulatory changes.
Blog post explores how AI is speeding up tax preparation processes, though lacks specifics on tools, timelines, or measurable outcomes.
IRS guidance clarifies that AI-using tax practitioners must verify outputs and maintain Circular 230 standards on diligence, competence, and confidentiality amid hallucination and data privacy risks.
Hash Basis accountant McKenzie Thod shares how AI tools automate blockchain data extraction for crypto tax and reconciliation, eliminating the manual Excel workflows that previously dominated the p...
CPA speaker at LatinoTaxFest emphasizes that accountants who embrace AI for client context will outcompete rivals offering generic tax solutions; positions AI as a tool requiring human expertise ra...
Byron, a San Francisco tax platform, publicly launched with AI agents automating business tax workflows for CPAs and raised $6.5M seed led by Square Peg to address accounting staffing shortages.
Taxfyle rolled out Plan, an AI-powered tax strategy platform for RIAs that integrates planning, reporting, and filing through a network of 7,200+ CPAs and EAs in a single workflow.
The IRS released new guidelines on responsible AI use in federal tax practice, including warnings about hallucinations and made-up sources—prompted by Deloitte's citation of fake cases.
IRS Office of Professional Responsibility released formal guidelines on Wednesday governing how tax professionals must use generative AI in practice, marking first regulatory framework for AI adopt...
IRS releases draft guidance requiring tax firms to verify AI outputs and share cost savings with clients, establishing first regulatory framework for AI use in tax practice.