Automation Tools for Growth: Enhancing the Client-Centric Service Model

As firms strive for growth, integrating advanced automation and in-demand services, including sales tax compliance, into your firm's tech stack is no longer optional—it's the key to growth. By embedding various solutions, firms can streamline operations, elevate client satisfaction, and expand their client base. However, successful implementation requires more than technology; it demands a holistic approach that aligns people, processes, technology, and market strategies.

 This interactive session provides an opportunity to collaborate with industry experts and peers to develop a strong business case for adopting transformative solutions. Together, you'll create a compelling value proposition and define actionable business objectives to drive innovation and secure stakeholder buy-in.

What you'll learn:

• Identify high-impact services that support key milestones of the compliance journey.
• Learn why sales tax compliance can be a growth area.
• Discover proven practices for onboarding staff, identifying clients, and building a thriving services practice.
• Understand technology's role in supporting clients at all stages of the compliance journey.