Earmark Podcast | Earn Free Accounting CPE Inside Thomson Reuters’ Plan to Automate the Tax Return
Feb 5, 2026
Elizabeth Biestrom, President of Tax and Accounting Professionals at Thomson Reuters, and Kirat Sekhon, Head of Product Engineering for Tax, discuss the future of tax automation. They cover how AI is transforming workflows, emphasizing the shift from desktop to cloud and the importance of customer-centric technology. The conversation reveals plans to automate document intake and how tools like SafeSend enhance efficiency. They also explore turning tax prep into advisory opportunities and the role of AI in empowering young accountants to deliver insights sooner.
AI Snips
Chapters
Books
Transcript
Episode notes
Leaving Accounting Because Of Mundane Work
- Elizabeth left public accounting because repetitive data entry blocked advisory work she valued.
- She preferred client conversations and management comments over re-keying tax data.
Open Integrations Beat Forced Lock-In
- Thomson Reuters builds open integrations so acquired tools keep connecting across ecosystems.
- Maintaining APIs prevents lock-in and preserves customer workflows they value.
Automate Delivery And E-Signatures
- Automate delivery, e-signature, and payment collection with tools like SafeSend.
- Shrink time chasing clients by automating signatures and communications.
