SurePrep’s Innovation Team, now part of Thomson Reuters, is leading the charge to expand Artificial Intelligence (AI) and Machine Learning (ML) into the 1040 tax space. See how recent breakthroughs in 1040 automation can help resolve some of the biggest challenges facing the tax and accounting industry today. 

Learning Objectives:

• Summarize how AI and ML function and determine why they’re especially impactful in the tax and accounting profession


• Identify what AI can automate and where it’s still limited


• Recognize how SurePrep uses AI to eliminate preparation tasks like indexing and data extraction


• Determine how the SurePrep Innovation Team works within the greater Thomson Reuters Technology organization


• Propose what AI tax software could look like in five years