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The Time-Saving Tax Season: Automating Intake, Prep, and Delivery thumbnail

The Time-Saving Tax Season: Automating Intake, Prep, and Delivery

Tax Talks 30 min Canopy

In this Tax Tech Stack & AI session, Drew Stinger of Canopy demonstrates how firms can connect practice management and tax workflows in one integrated environment. Explore Canopy's tools for client intake, document management, workflow, communication, tax preparation integrations, return delivery, and the emerging Canopy Coworker AI intelligence layer designed to help firms reduce friction and automate work across the tax process. Speaker: Drew Stinger Company/Sponsor: Canopy Moderator: Dr. Christine Gervais

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The AI-Enabled Tax Workflow: Automation for Tax Professionals thumbnail

The AI-Enabled Tax Workflow: Automation for Tax Professionals

Tax Talks 30 min DrakeSoftware

In this Tax Tech Stack & AI session, Amanda Watson of Drake Software explores new AI-powered capabilities designed to reduce interruptions and make tax preparation and review more efficient. Discover enhancements across Drake Tax Online and Drake Tax Desktop, including document extraction, Smart Review, and Help Assistant, which brings trusted Drake documentation and support directly into the preparer's workflow. Speaker: Amanda Watson Company/Sponsor: Drake Software Moderator: Dr. Christine Gervais

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Juno Presents AI Tax Prep thumbnail

Juno Presents AI Tax Prep

Tax Talks 30 min Juno

In this Tax Tech Stack & AI session, Dave Haase of Juno demonstrates how AI can automate much of the repetitive data entry involved in tax preparation. See how Juno extracts information from client tax documents, identifies items requiring human review, creates organized workpapers, integrates with tax preparation software, and helps preparers focus more of their time on review, judgment, and higher-value tax work. Speaker: Dave Haase Company/Sponsor: Juno Moderator: Dr. Christine Gervais

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From Intake to Delivery: Automating Your Tax Workflow with StanfordTax thumbnail

From Intake to Delivery: Automating Your Tax Workflow with StanfordTax

Tax Talks 30 min StanfordTax

In this Tax Tech Stack & AI session, Dan Berenholtz from StanfordTax demonstrates how firms can streamline the tax workflow from client intake through return delivery. See how StanfordTax creates personalized client organizers, automatically processes and organizes tax documents, builds standardized workpapers and binders, and integrates with major tax preparation software. The session also previews StanfordTax's new tax return delivery functionality, designed to bring even more of the tax workflow into one connected system. Speaker: Dan Berenholtz Company/Sponsor: StanfordTax Moderator: Dr. Christine Gervais

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Cutting Through the AI Noise: What Accounting Firms Actually Need Right Now thumbnail

Cutting Through the AI Noise: What Accounting Firms Actually Need Right Now

Tax Talks 33 min Christine Gervais & Jonathan Young

In this Tax Talks session, Dr. Christine Gervais welcomes Jonathan Young, VP of Growth at SmartVault, for a discussion on how accounting firms can modernize their technology stack while reducing workflow friction and unnecessary app sprawl. The session explores the hidden costs of disconnected systems, best practices for evaluating AI solutions, and strategies for creating more efficient, secure, and scalable workflows. Attendees gain practical insights into document management, tax workflow optimization, and building a technology ecosystem that supports long-term firm growth. Connect with Christine Gervais 🔗 https://www.linkedin.com/in/%E2%AD%90%EF%B8%8Fchristine-gervais%E2%AD%90%EF%B8%8F-a8079039/ Connect with Jonathan 🔗 https://www.linkedin.com/in/jonathan-young-91788a12/

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From Tax Preparer To Trusted Advisor: Adding Client Advisory Services To Your Practice | Tax Talks thumbnail

From Tax Preparer To Trusted Advisor: Adding Client Advisory Services To Your Practice | Tax Talks

Tax Talks 32 min Christine Gervais

In this session, Christine Gervais explores how accounting firms can move beyond compliance and into Client Advisory Services (CAS) by shifting from historical reporting to forward-looking insights. She breaks down practical entry points like tax planning, cash flow forecasting, and KPI dashboards, while emphasizing value-based pricing and scalable workflows powered by technology and AI. Attendees gained actionable strategies to turn existing client relationships into year-round advisory opportunities and increase firm profitability. Connect with Christine Gervais 🔗 https://www.linkedin.com/in/%E2%AD%90%EF%B8%8Fchristine-gervais%E2%AD%90%EF%B8%8F-a8079039/

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Tax-Minded Bookkeeping: Building The Bridge Between Books & Returns | Tax Talks thumbnail

Tax-Minded Bookkeeping: Building The Bridge Between Books & Returns | Tax Talks

Tax Talks 31 min Christine Gervais & Hope Brown

In this TPN Tax Talks session, Christine Gervais sits down with Hope Brown (The Tax Minded Bookkeeper) to break down what “tax-ready” books really mean and how bookkeepers and tax pros can work together all year, not just during filing season. They cover common cleanup issues (like miscategorized tax payments), why SOPs and checklists reduce stress, how Q4 prep prevents January chaos, and the tech they rely on to streamline communication and workflow. You’ll learn what to look for in monthly financials, how to improve communication between bookkeeping and tax teams, and how to prevent cleanup work during filing season. Connect with Hope Brown 🔗 https://www.linkedin.com/in/hope-brown-msa-afsp-463a44239/ Connect with Christine Gervais 🔗 https://www.linkedin.com/in/%E2%AD%90%EF%B8%8Fchristine-gervais%E2%AD%90%EF%B8%8F-a8079039/

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NAVIGATING THE NEW TAX LANDSCAPE: OBBB Provisions and Critical Changes for 2025 | TPN Tax Talks thumbnail

NAVIGATING THE NEW TAX LANDSCAPE: OBBB Provisions and Critical Changes for 2025 | TPN Tax Talks

Tax Talks 30 min Christine Gervais

In this final TPN Tax Talks session of the year, Christine Gervais breaks down the most important tax law changes impacting 2025 returns, with a practical, checklist-style walkthrough of the One Big Beautiful Bill (OBBB / OB3). The session covers retroactive provisions, tip and overtime income deductions, SALT cap changes, Section 199A updates, bonus depreciation, R&D expensing, and key planning opportunities for tax professionals. Designed for busy practitioners, this session focuses on what to watch now, how to prepare clients, and how to adjust internal processes ahead of the 2025 filing season. Speaker: Christine Gervais 👉 https://www.linkedin.com/in/%E2%AD%90%EF%B8%8Fchristine-gervais%E2%AD%90%EF%B8%8F-a8079039

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