Guide

The Tax Automation Buyer’s Checklist

Finding the right tax automation solution starts with asking the right questions.

Selecting a tax automation solution is no longer just a technology decision. It impacts how work moves through your firm, how reviews are performed, how exceptions are managed, and how visibility is maintained across tax engagements.

This checklist is designed to help CPA firms evaluate automation platforms beyond surface-level features and assess the capabilities that matter most for long-term success.

Did you know?

• The IRS processed over 266.6 million tax returns and other forms in FY 2024.
• Approximately 161 million individual income tax returns were filed in the same year.
• 83% of accounting professionals are already using AI in some form across their firms.

From integration and workflow automation to security, reporting, scalability, and vendor support, this guide provides a practical framework for evaluating tax automation solutions and avoiding common implementation pitfalls.

Download The Tax Automation Buyer’s Checklist to evaluate vendors more effectively and make a more informed automation decision for your firm.