{"id":10143,"date":"2026-07-01T18:21:57","date_gmt":"2026-07-01T18:21:57","guid":{"rendered":"https:\/\/qxaccounting.com\/usa\/?post_type=guide&#038;p=10143"},"modified":"2026-07-01T18:27:25","modified_gmt":"2026-07-01T18:27:25","slug":"the-tax-automation-buyers-checklist","status":"publish","type":"guide","link":"https:\/\/qxaccounting.com\/usa\/guide\/the-tax-automation-buyers-checklist\/","title":{"rendered":"The Tax Automation Buyer&#8217;s Checklist"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\"><strong>Finding the right tax automation solution starts with asking the right questions.<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">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.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">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.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Did you know?<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The IRS processed over <strong>266.6 million tax returns and other forms<\/strong> in FY 2024.<\/li>\n\n\n\n<li>Approximately <strong>161 million individual income tax returns<\/strong> were filed in the same year.<\/li>\n\n\n\n<li><strong>83% of accounting professionals<\/strong> are already using AI in some form across their firms.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">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.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Download The Tax Automation Buyer&#8217;s Checklist to evaluate vendors more effectively and make a more informed automation decision for your firm.<\/strong><\/p>\n","protected":false},"featured_media":0,"parent":0,"template":"","meta":{"_acf_changed":false},"resource":[],"topic":[],"class_list":["post-10143","guide","type-guide","status-publish","hentry"],"acf":{"upload_donwladble_document":10146,"downlod_type":"detailopen","small_image":10151},"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/qxaccounting.com\/usa\/wp-json\/wp\/v2\/guide\/10143","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/qxaccounting.com\/usa\/wp-json\/wp\/v2\/guide"}],"about":[{"href":"https:\/\/qxaccounting.com\/usa\/wp-json\/wp\/v2\/types\/guide"}],"wp:attachment":[{"href":"https:\/\/qxaccounting.com\/usa\/wp-json\/wp\/v2\/media?parent=10143"}],"wp:term":[{"taxonomy":"resource","embeddable":true,"href":"https:\/\/qxaccounting.com\/usa\/wp-json\/wp\/v2\/resource?post=10143"},{"taxonomy":"topic","embeddable":true,"href":"https:\/\/qxaccounting.com\/usa\/wp-json\/wp\/v2\/topic?post=10143"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}