WEBINAR

How Tax Automation is Rewriting the CPA Firm Playbook for Tax Season 2025

Out with the old, in with automation!

Discover how tax automation is transforming CPA firm workflows and unlocking new growth opportunities in this insightful session. Learn how these technologies enhance efficiency and sharpen competitive edges. Plus, get an exclusive look at ROBO1040—a groundbreaking solution by QX that’s redefining standards in tax automation. Join us to explore how your firm can embrace these changes for a more profitable future.

Who Will Benefit from This Webinar?

CPAs and accounting firms looking to enhance operational capabilities and reduce overheads with faster, more efficient tax preparation.

Accounting firm leaders focused on fostering profitable, long-term business relationships through streamlined tax processes.
Tax professionals curious about leveraging tax automation to overcome common challenges and improve accuracy.
Decision-makers interested in elevating service quality and client satisfaction through innovative tax solutions.

This webinar covers:

Why tax automation is crucial for CPA firms today.
Practical benefits of tax automation: streamlined workflows, improved accuracy, & increased efficiency.
Competitive advantages CPA firms gain with automation.
A first look at ROBO1040’s advanced features.
Practical strategies to streamline tax season and enhance productivity.

This webinar is a must-watch for CPAs and accounting firm decision-makers looking to harness the full potential of tax automation to transform their tax season workflows. By integrating ROBO1040’s advanced features, your firm can achieve unprecedented efficiency and accuracy in tax preparation. Equip yourself with the knowledge to make tax automation a cornerstone of your firm’s strategy for success. Book a demo today to see ROBO1040 in action and start leveraging these powerful tools for your firm’s advantage.

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About the Speakers

MIKE WALTON

SVP- Strategic Growth, QX Accounting Services

Mike Walton is skilled in fostering C-level ties, resulting in steady business growth. With a knack for surpassing expectations with tailored solutions, he forges links between CPAs, streamlined solutions, and strategic goals, addressing talent gaps for immediate needs and lasting success.

CORA VOLLMAR

VP- Growth, QX Accounting Services

Cora Vollmar is a seasoned executive with over 20 years of experience in accounting and operations, known for leading a CPA team to triple-digit growth in the construction sector and recognized on the Inc. 5000 list. At QX Global Group, she applies her extensive expertise to drive innovative business solutions and growth.

TREVOR MORLOCK

VP - Client Success, QXAS

Trevor is a seasoned sales and business management expert with a decade of experience specializing in optimizing company performance. With a solid background in business management & marketing and a Mini MBA, Trevor excels in business development and strategic sales.

RAHUL TEWARI

Sr. VP, Intelligent Automation & Head – QX AAC

Rahul is a distinguished leader in the IT and ITES sectors with over two decades of experience, renowned for his strategic planning and project management skills. At QX, he directs the Center of Excellence, driving significant improvements in operational efficiency and accuracy across all business units.